CRM systems
Organize records and activities, including mini CRM within Ameen.
CRM & Business Applications
Connected customer data and clear sales workflows
CRM and business applications, from implementation and customization to communications integration, sales automation, and reporting.
Executive summary
CRM and business applications, from implementation and customization to communications integration, sales automation, and reporting.
Core capabilities
CRM implementation & customization
Configure fields, permissions, and stages around the business.
Sales pipeline management
Define deal stages and track progress and ownership.
Lead & opportunity management
Capture, assign, qualify, and follow opportunities.
Customer databases
Consolidate customer information, communication history, and activities.
Sales automation
Structure tasks, reminders, and opportunity assignment rules.
Business workflow automation
Turn repeatable business steps into structured workflows.
CRM & telephony integration
Link calls to customer records and relevant activities.
CRM & WhatsApp integration
Connect conversations and follow-ups to customer records.
Business reporting & dashboards
Configure sales, activity, and customer lifecycle reporting with application and website integration.
Operational benefits
Opportunity follow-through
Clear sales ownership and stages.
Unified data
Shared customer and activity records.
Clearer decisions
Reporting supporting planning and review.
Implementation & integration options
- 01
Needs assessment
Review existing systems, users, locations, data requirements, and permissions.
- 02
Solution & integration design
Define cloud or on-site options where appropriate and connect existing systems through available interfaces.
- 03
Implementation & testing
Agree configuration, migration, acceptance tests, documentation, and handover.
- 04
Support & optimization
Define training, maintenance, operating responsibilities, and response arrangements in the agreement.
- Cloud Communications
- WhatsApp Business
- Spreadsheet data import
Typical use cases
- Sales teams
- Track daily deals and priorities.
- Executive leadership
- A consolidated view of pipeline and performance.
- Customer service
- Full context before every reply.
Related solutions
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