Swap CRM: Close Deals Faster & Manage Relationships
A centralized CRM system integrated with your ERP. Turn leads into customers, automate follow-ups, and get a 360-degree view of client history.
Enterprise CRM Features
Centralized customer operations built directly on top of your core financial database.
Pipeline Management
Visual kanban board to track deals from initial contact to close. Custom stages designed for B2B sales cycles.
Bilingual Sales Automation
Send automated WhatsApp and email follow-ups in English and Arabic based on lead behaviour.
Customer 360 & History
View interaction history, sent quotes, outstanding invoices, and support tickets in a single dashboard.
Performance Analytics
Track sales rep activities, win rates, conversion times, and forecast upcoming quarterly revenue.
Integrated WhatsApp & Regional Messaging Automation
B2B client communication in the Middle East thrives on mobile channels. Swap CRM connects WhatsApp Business, bilingual follow-ups, payment reminders, and incoming client orders to the same workflow.
CRM Integrations & Channels
- WhatsApp Business Cloud API integration
- Bilingual email template builder
- ERP core database link (Quotes to Invoices)
- Customer credit limit warnings
Empower Your Sales Team
Deploy a pipeline structure that gives you instant clarity on regional deal movements.
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