CRM · leads and pipeline

Every enquiry becomes a lead someone follows up

Web forms, WhatsApp, e-mail and calls in one pipeline. Each lead has an owner, a next step and its history.

No card needed · AED 99 per user a month after the trial · set-up from AED 2,999
New lead · website formHatta Fresh Foods● Assigned to Omar
Today · 15:00Call Bin Saif Contracting
Pipeline · OctoberAED 724,700● 9 open deals
AED 99per user a month, sales and invoicing included
One pipelineweb forms, WhatsApp, e-mail and calls
Lead to invoicequotation and invoice from the same record
Arabic + Englishscreens, e-mails and quotations
alfajr.xrero.com
Good morning, Al Fajr ProjectsOctober
Open pipelineAED 724,7009 deals
Won this monthAED 141,800+18%
Follow-ups today62 late
Noor Al Khaleej School · SO/2026/0388WonAED 96,300
Desert Rose Trading · SQ/2026/0412Proposal sentAED 148,000
Bin Saif Contracting · call2 days lateAED 186,000
Lost reason · SeptemberPrice: 3 · Timing: 2
Quotation SQ/2026/0412Opened twice● Follow up Sunday
The problem

A pipeline on a wall and in phones

Web enquiries sit in an inbox, chats stay on one mobile, and quiet quotes go unnoticed.

With Xrero

One board moves the deal on

Drag a card when the customer moves; the next step and its date go with it.

  • Every lead gets an owner on arrival
  • Every deal shows its next step and date
  • Late follow-ups flagged on the board
Inside the product

The whole pipeline on one board

The dot shows each next step: mint on time, dark when a follow-up is late.

Pipeline · Projects team · October 20269 open deals
New4 · AED 212,000
Hatta Fresh FoodsCold-room racking
AED 64,000OK
Call today
Al Qasba InteriorsFit-out, 3 offices
AED 120,000SR
WhatsApp · reply sent
Qualified3 · AED 276,700
Bin Saif ContractingSite cabins × 12
AED 186,000OK
Call · 2 days late
Marina Bay ClinicYearly maintenance
AED 42,500FA
Visit Thu 10:00
Proposal sent2 · AED 236,000
Desert Rose TradingQuotation SQ/2026/0412
AED 148,000SR
Opened twice
Coral Beach HotelLaundry contract
AED 88,000FA
Follow up Sun
Won2 · AED 141,800
Noor Al Khaleej SchoolOrder SO/2026/0388
AED 96,300OK
Invoice sent
Silver Sands LogisticsRacking, phase 1
AED 45,500SR
Deposit received

A sticky note cannot remind anyone.

The board in Xrero can.

Call logged · 4 minNext: visit Thu 10:00
Calls and e-mails

The conversation stays on the lead

Log a call in two clicks and set the next one before you hang up.

  • Calls, meetings and to-dos with reminders
  • E-mail templates in Arabic and English
  • Replies saved on the same record
SQ/2026/0412Signed online
Quotation to invoice

From the meeting table to a signed quotation

Send the quotation as a link; the customer accepts online, and the order and VAT invoice follow.

  • Your logo, TRN and 5% VAT
  • Accepted online with a signature
  • Won deals feed the sales reports
What is included

Built around the next step

Leads from every channel

Web forms, your sales e-mail, and WhatsApp chats from the Xrero assistant.

Assignment by rules

New leads shared by area, product or team, or by hand.

Forecast and reports

Expected revenue by stage, salesperson and month, and where leads come from.

One customer record

Deals, quotations, invoices and unpaid amounts on the same contact.

Lost reasons

Mark why a deal was lost, then see the pattern each month.

Duplicate warnings

Leads with the same e-mail or phone flagged before two people call.

How it goes

Your stages, your contacts, your team

A 20-minute look

A pipeline with your stages, and a lead going from web form to invoice.

We bring your contacts in

Customers, open deals and products imported from your spreadsheets.

Your team sells from it

Most teams work from the board within about two weeks.

Pricing

One price per salesperson, everything included

AED 99 per user / month

AED 83 per user a month on the annual plan.

  • CRM, quotations, sales orders and invoices
  • Leads from your website, e-mail and WhatsApp
  • Your own workspace and database, backed up twice a day
  • Arabic and English for every user
Start your 15-day trial
Optional set-up
From AED 2,999

Our team configures the system, moves in your data and trains your staff. Paid once.

See pricing in detail →

Common questions

Can we import our current contacts and deals?

Yes. Contacts, companies and open deals are imported from Excel or CSV, and our set-up team checks the result with you.

Do WhatsApp enquiries reach the CRM?

Chats handled by the Xrero assistant on your WhatsApp Business number are saved as leads with the conversation attached.

Can salespeople see only their own leads?

Yes. Access can be limited to a person's own pipeline, while managers see every team.

What does it cost?

AED 99 per user a month (AED 83 on the annual plan), with sales and invoicing included. Set-up by our team is optional, from AED 2,999.

Put this month's leads on the board and see who needs a call.

Start your 15-day trialTalk to us on WhatsApp