Version: Saudi Arabia

Websites & systems · Business systems

Custom business systems in Saudi Arabia: CRM, dashboards and system integration

A system that runs your company the way it works, not the way an off-the-shelf software does: customer and deal records, team tasks, a dashboard showing management the real numbers, and links to your website, WhatsApp and other systems.

  • Licensed Gulf company
  • Written contract before payment
Sales Management & Follow-up System
TimingDepends on scopePriceWritten quote

From our workSales Management & Follow-up System

Work lives in scattered spreadsheets, and nobody can answer management

Each sales rep keeps customers in a spreadsheet on their own laptop, orders arrive on WhatsApp and get lost between chats, and the monthly report takes days of gathering files. When someone leaves, their follow-ups leave too. You tried an off-the-shelf software and found it imposed its own way of working, charged per user, or wouldn't talk to the other software you depend on. What you need is one system that knows everything that is happening, gives each person what concerns them, and stays yours.

Open handover box with a files folder, a key and an access card
Full handover

What the work covers

  • Customer and deal management (CRM): a record of every customer's calls, visits and deals from first contact to close
  • Team tasks and field sales: visits and orders from the phone, with a daily report
  • Management dashboards and reports: conversion, deals, commissions and reasons for lost sales
  • Roles and accounts: manager, sales, accountant and rep, each seeing what concerns them
  • Links to your website, order forms and WhatsApp notifications
  • Integration with other systems you use, such as accounting or your store, where they offer an API
  • Import of your existing data from spreadsheets
  • An interface that works on phone and desktop, and an installable web app when needed

Steps and timing

TimingDepends on scope

  1. Understand how you work before any screen

    A free discovery call, then a session walking through the work as it is: who enters what, who approves, and what management wants to see.

  2. Written proposal, then a contract before any payment

    Screens, roles, reports and integrations in a written proposal with scope and timeline, then an official PDF contract covering ownership of the system and its data. Nothing is paid before it is signed.

  3. Build in stages

    The foundation first, then what comes next, each stage shown on a test link with sample data for you to try.

  4. Trial with your team

    Your team uses the system before go-live, and we adjust what their feedback reveals in real use.

  5. Go-live and hand-over

    We move your existing data if there is any, launch the system, and hand over the code, accounts and user guide in your business's name.

What you receive

  • A system running on your domain or a subdomain of it
  • Accounts for each role in your team, with its permissions
  • A dashboard and reports for management
  • Source code and database in your name, with a full copy on request
  • A user guide and team training
  • A bug-fix period after hand-over set by the contract

Who it suits

  • A company with a sales team or reps following customers and deals
  • An organisation running requests or tasks across several departments that wants to track every step
  • Management that wants a dashboard of real numbers instead of hand-gathered reports
  • A business working across several programs that wants them connected

When it isn't the right fit

Anyone who needs appointment booking and reminders for a clinic or salon: that is exactly what the 'Booking & management system' service offers

Anyone well served by an off-the-shelf software that matches how they work: it is the cheaper choice

Before you decide

Booking system or management system?

A booking system revolves around the appointment: a calendar, reminders and visit records, suited to clinics, salons and workshops. A management system revolves around the whole company: customers, deals, tasks, approvals and reports across departments. If the appointment is what matters most, a booking system is closer and faster.

Write down how you work before the screens

A successful system starts with a description of the work as it is: who enters data, who approves, what management needs to see every morning. Write these answers with the people who will use the system daily, not management alone. What is built on assumptions is abandoned within a month.

Integration needs an open door

Connecting your system to accounting, a store or anything else depends on the other software offering an API. Ask early: some programs offer it only on certain plans, and some not at all.

Start with the core, then grow

Don't ask for everything you can imagine in the first stage. Start with the records and the report management actually needs, use the system for a few weeks, then add what real use reveals.

The system and its data should be yours

Make sure the contract states that you own the code and database, and that you can take a full copy or move the system to another team at any time. Customer data is a responsibility, so ask where it is hosted and who can access it.

Build the dashboard from questions, not charts

Before asking for a dashboard full of charts, write down the questions management asks every week: how many deals closed, the most common reason for lost sales, which rep needs support. Each question becomes one clear indicator, and the dashboard is only as honest as the data your team enters daily.

Order this service

Send us your request on WhatsApp and we'll reply with a written quote — scope, timing and price — before any payment.

Order on WhatsApp
Sales Management & Follow-up System
Related workSales Management & Follow-up SystemBuilt for Solutions for Modern Technology · demo build

Frequently asked questions

Why a custom system instead of an off-the-shelf software?

An off-the-shelf software works when your way of working matches its way. When it doesn't, when you need an integration it doesn't offer, or when you pay per user, a system is built around how you work and is yours, code and data included.

Will the system belong to us?

Yes. The system and its data are in your business's name, and you receive the code and a full copy of the data on request, as the contract states.

Do you build mobile apps?

We build web apps that install on the phone and work like an app, and apps for the Apple and Google stores when needed. We choose the right option in the discovery call.

Can the system connect to our accounting software or store?

Yes, if the other software offers an API. We check this in the discovery call and include the integration in the written proposal.

What is the system in the picture?

A demo build with sample data of a sales management and follow-up system built by Naqla: KPIs, a commissions chart and reasons for lost sales. We show it as an example of the kind of work; every system is built around how its organisation works.

What happens after hand-over?

You receive the system running with a user guide, the contract sets a bug-fix period after hand-over, and support and development continue on request with a written quote.