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Use case

Keep every lead moving through one pipeline and see what will close.

Sales Pro (CRM) gives a growing sales team one place for leads, deals, customers and the follow-up work in between.

  • Sales & Growth
  • Trading & Distribution
  • Professional & IT services
Sales Pro (CRM): the deals pipeline, with the Create Deal panel open over it.
Who it’s for
Sales managers and owners at trading firms and professional or IT services firms with a growing sales team.
Runs on
Sales Pro (CRM), with AI Voice Agent alongside.
Where it runs
In the cloud (a Saudi cloud provider in KSA, or your own cloud account), or on-premise.

The problem today

Leads live in notebooks, WhatsApp threads and personal spreadsheets.

Leads arrive by phone, WhatsApp, email and exhibition stands. Follow-up depends on memory. The owner asks "what will close this quarter?" and gets a guess. When a salesperson leaves, the history leaves too.

Who it’s for
Sales managers and owners at trading firms and professional or IT services firms with a growing sales team.

How it works today

  1. Leads arrive by phone, WhatsApp, email and at exhibition stands.
  2. Each salesperson keeps their own notebook or spreadsheet.
  3. Follow-up depends on memory.
  4. The owner asks "what will close this quarter?" and gets a guess. When a salesperson leaves, the history leaves too.

How it works

  1. Capture the lead and qualify it.

    Capture the lead and run it through a qualification workflow.

    Lead qualification

    Every lead starts in the same place.

  2. Move each deal through the pipeline.

    A six-stage pipeline in Kanban or list view: Lead, Opportunity, Proposal sent, Negotiation, Won and Lost.

    Kanban or list

    Every deal has a stage.

  3. Put a task on every deal.

    Link tasks to deals and customers, so each next step has an owner and a date.

    Tasks on deals and customers

    A follow-up has a name and a date.

  4. Open one record per customer.

    A 360-degree customer record keeps contacts, deals, tasks and interactions in one place.

    Contacts · Deals · Tasks · Interactions

    The history stays with the customer.

  5. Report on what will close.

    Eleven report types with export, owner-based filtering and an executive dashboard.

    Reports · Executive dashboard

    Managers see it without asking for a spreadsheet.

The product, in three screens

From the lead to the forecast, in one product.

The Sales Pro (CRM) pipeline board with Lead, Opportunity, Proposal sent and Negotiation columns, each with its deal cards and amounts.
Every deal, at a stage.Deals move across the pipeline in Kanban view, each card showing the amount, the expected date and the contact.

Products involved

One platform runs it. Two feed it.

Runs it

Sales Pro (CRM)

Leads, deals and customers, with a forecast you can trust.

Pairs with

AI Voice Agent

It answers your business line around the clock. It books, resolves or takes a message, then hands your team the record.

AI Voice Agent can turn an inbound call into a lead in Sales Pro (CRM) (see the use case on inbound calls). Connecting the other products is integration work under Custom Development & Integration.

  • Every lead and task has an owner
  • History kept on the customer record
  • Role-based access and an audit trail
  • Cloud or on-premise
  • One-time cost, unlimited users

What changes

What changes in the Monday pipeline review.

Nothing falls through, and the owner sees what will close without asking for a spreadsheet.

Every lead has an owner and a next step.

Tasks hang on each deal and customer, so a follow-up has a name and a date. The history stays on the customer record, not with the salesperson.

Product fact

See the pipeline by stage and by owner.

Managers filter by owner and read the pipeline by stage, and the executive dashboard shows what is likely to close, without asking for a spreadsheet.

Product fact

5 of 40follow-ups missed in a week, one salesperson with 40 open deals

A salesperson with 40 open deals who misses the follow-up on five of them in a week has no way to see it. A task attached to each deal makes the miss visible the same day.

An example, not a customer result. Your team will differ.

Illustrative scenario · not a customer result

Related use cases

Keep going, from the same department.

Browse all use cases

  • Sales & Growth

    Turn inbound calls into qualified leads in your CRM.

    The agent asks your qualifying questions and files the lead, transcript and next step in Sales Pro.

    • AI Voice Agent
    • Sales Pro (CRM)

    Trading & Distribution · Contracting & Government suppliers · Professional & IT services

FAQ

Answers, in plain words.

AI Voice Agent can turn an inbound call into a lead in Sales Pro (CRM), with the recording and transcript.

No. Sales Pro (CRM) runs perfectly well without AI switched on.

Eleven report types, with export, owner-based filtering and an executive dashboard.

In the cloud (a Saudi cloud provider in KSA, or your own cloud account) or on-premise. You can bring your own AI model or key.

One-time cost. No monthly subscription and unlimited users, so adding a salesperson adds no fee.