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Mithaq ERP moduleOptional module, added to suit your operation

CRM & Sales

Manage the whole enquiry lifecycle, from first contact to conversion. Leads arrive automatically, reach the right salesperson, and are followed up on time, while management sees the entire pipeline.

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At a glance

  • Leads from email, phone, SMS and web
  • Property portal integration
  • Automatic lead assignment
  • Sales targets and KPIs
  • Won and lost analysis
What it does

Capturing and distributing leads

  • One place for every enquiry

    Enquiries from email, SMS, phone calls and web forms are logged centrally, so none are lost.

  • Property portal integration

    Enquiries from portals such as Bayut, Property Finder and Dubizzle can flow straight into the CRM with no manual entry.

  • Lead assignment

    Leads are assigned automatically or manually by workload, territory or property type.

  • Dedicated sales accounts

    Each salesperson manages their own leads, follow-ups and performance from a personal login.

Working the pipeline

  • Engagement and follow-up

    Track calls, meetings and site visits, with follow-up reminders and full interaction history.

  • Status and meeting notes

    Update each enquiry's stage with minutes of meetings, so progress is always visible.

  • Tasks and reminders

    Automatic and manual task lists make sure no enquiry is forgotten.

  • Proposals from the CRM

    Prepare and send standardised commercial proposals directly to the customer.

  • Won and lost tracking

    Record conversions and the reasons for lost opportunities, with full history of every lead.

  • Sales targets

    Set individual and team targets and track performance against them.

Automatic communication

  • Customer notifications

    Acknowledgement when an enquiry is received, thank-you on conversion and keep-in-touch messages for lost leads.

  • Team and management alerts

    Notifications on assignment, new enquiries, status changes and meeting updates.

  • Escalation

    Management is alerted to delayed or unattended enquiries before opportunities go cold.

Control and visibility

What management sees

The CRM doubles as a decision-support tool for sales leadership.

  • Full pipeline visibility

    Every enquiry, its stage and its owner, in real time.

  • Team performance

    Activity and conversion by salesperson and team against targets.

  • Channel effectiveness

    See which channels and portals bring the leads that actually convert.

  • Revenue pipeline forecasting

    Expected deals and revenue from the current pipeline.

Business benefits

What your organisation gains

The improvements this module is designed to deliver. Results depend on scope, data quality and adoption.

  • No enquiry left unanswered
  • Faster response to new leads
  • Higher conversion rates
  • Accountable, measurable sales teams
  • Better marketing spend decisions
Works together with

Connected modules

Every Mithaq ERP module shares one database, so information entered once is available everywhere it is needed.

All Mithaq ERP modules

See CRM & Sales working with your own processes.

Book a guided demonstration. We will walk through this module and show how it connects with the rest of Mithaq ERP.

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