CRMPre-launch / Pilot (Core)

From lead to customer to invoice — on one platform.

EAMS CRM manages leads, opportunities, and customer growth with WhatsApp-first nurturing — connected to sales and invoicing so a won deal becomes an invoice without leaving the platform.

Placeholder — replaceable
EAMS · CRM — Sales pipeline
Leads
Opportunities
Won deals
New
Qualified
Proposal
Won
Al-Amal Co. · Proposal
Qualified
Al-Nour Org · Follow-up
Proposal
Al-Bustan Store · Won
Won
Al-Salam Restaurant · New
New
Built for

The roles that turn leads into customers

Sales managers

One pipeline view instead of scattered spreadsheets.

Sales reps

Follow up on time, with context in one place.

Marketing

Clean handoff from campaign to qualified lead.

Founders & customer success

See customer growth and expansion signals.

The problem

Leads get lost between spreadsheets and chats

Leads tracked in spreadsheets and WhatsApp, easy to lose.

No clear pipeline or opportunity visibility.

Follow-ups missed; no nurturing rhythm.

CRM disconnected from invoicing, so the sales-to-finance handoff is manual.

No view of customer growth or expansion opportunities.

Marketing-to-sales handoff is broken.

How it works

From lead to invoice

Step 1
Capture lead
Step 2
Qualify (lead scoring — roadmap)
Step 3
Pipeline / opportunity
Step 4
WhatsApp & email nurturing
Step 5
Win the deal
Step 6
Sales handoff
Step 7
Invoice (Sales & Accounting)
Step 8
Expansion signals
Capabilities

What CRM includes

Leads and contact management

Record leads, contacts, companies, and interactions in one record.

Opportunities and visual pipeline

Track deals through stages with clear values and forecasts.

WhatsApp & email nurturing (via Communications layer)

Connected channels for follow-up and nurturing.

Customer records and history

Complete interaction history for every customer, from first touch to invoice.

Sales handoff to Sales & Invoicing

On win, data hands off directly to Sales & Accounting on the same tenant.

Expansion signals for customer growth

See where existing customers can grow or buy more.

Pipeline dashboards

Visual metrics for deals, stages, and sources.

Governed AI assist: sales insightsRoadmap

AI-backed insights with human review for high-stakes steps.

All capabilities above are designed to support relevant workflows; final availability is subject to validation and launch gates.

Product mockups

Illustrative previews of the key surfaces

All panels below are replaceable with real product screenshots before launch.

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Pipeline / kanban board
Stage
Value
Expected close
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Lead & contact detail
Name
Source
Last touch
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Opportunity view
Client
Stage
Expected value
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Nurturing / communication timeline
Channel
Date
Status
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CRM dashboard with expansion signals
Leads
Opportunities
Expansion signals
Outcomes

What actually changes

Keep every lead and follow-up in one place.

Move deals through a clear pipeline.

Turn won deals into invoices without re-entering data.

See where customers can grow.

Connected to the EAMS platform

CRM is part of one operating platform

CRM connects to Sales & Invoicing, Accounting, the Communications layer (WhatsApp/email/SMS), Governed AI, Executive Dashboards, and Practice OS — on one tenant, one identity, one audit trail.

Sales & Invoicing
Connected to CRM
Accounting & Finance
Connected to CRM
Communications layer (WhatsApp/email/SMS)
Connected to CRM
Governed AI Gateway
Connected to CRM
Executive Dashboards
Connected to CRM
Practice OS (customer growth for accounting offices)
Connected to CRM
One tenant · one identity · one audit trail · one workflow layer.
Regional relevance

CRM Arabic-first, for local sales motions

Egypt

Arabic-first CRM with WhatsApp-first nurturing for local sales motions.

Saudi Arabia

Arabic-first CRM connected to local sales and invoicing workflows.

GCC

On the expansion roadmap, country-by-country.

Final availability is subject to validation, testing, and required launch gates.

Trust & control

Engineering discipline, not “not ready”

We treat the pilot stage as readiness gates and security review, so capabilities reach production with confidence.

Tenant isolation
Role-based access
Customer-data privacy handling
Audit trail
Governed AI with audit logging
Readiness gates & security review
Migration

Move your existing contacts and pipeline with confidence

Existing contacts and pipeline can be imported via an AI-assisted, human-reviewed migration path with validation.

Note: CRM & Customer Growth is part of the EAMS roadmap. Some capabilities (e.g., lead scoring) are roadmap items, and final commercial availability depends on implementation, testing, and launch gates.

Pricing

Per-user basis with tenant factors

Per-user starting points with tenant factors; final prices replace before launch.

Starter
Request pricing
per user (with per-tenant factors)

Lead and contact management with basic pipeline.

Replace before launch
Pro
Request pricing
per user (with per-tenant factors)

Advanced pipeline, connected channel nurturing, and sales handoff.

Replace before launch
Growth
Request pricing
per user (with per-tenant factors)

Expansion signals, custom dashboards, and multi-module integration.

Replace before launch
Enterprise
Custom
per user (with per-tenant factors)

Custom CRM scope, multiple sales operations, and bespoke architecture.

Replace before launch

Final pricing depends on selected modules, number of users, AI usage, integrations, and rollout scope.

FAQ

Most common CRM questions

Does it support WhatsApp nurturing?

Yes, via the Communications layer on the platform.

Is lead scoring available?

It is a roadmap item; the pipeline and nurturing are the core today.

Does it connect to invoicing?

Yes, a won deal hands off to Sales & Invoicing on one tenant.

Is it Arabic-first?

Yes, Arabic-first with full RTL support.

Can we import existing contacts?

Yes, via an AI-assisted, human-reviewed migration path.

Is it available now?

On a structured pilot path; join the pilot.

How is AI used?

Governed AI inside workflows with human review for high-stakes steps.

See EAMS CRM turn leads into customers.

Book a short interactive demo, join the pilot, or request a sales walkthrough with our team.