Every customer, every conversation, one screen.
A customer relationship system built for how sales actually happens in the region: on the phone, on WhatsApp and in person, with quotes that go back and forth before anything is signed. It keeps the history so the next person who picks up the file knows exactly where things stand.
Who it is for
- Distributors and wholesalers with a field sales team
- Agencies, clinics and service businesses with repeat customers
- Any company where "the customer file" currently lives in one person's phone
What is inside
Contacts & companies
One record per customer with every call, visit, quote and invoice attached. Duplicate detection on phone numbers, because that is how contacts arrive.
Pipeline
Stages you define, per product line if needed. Drag between stages or update from the mobile app after a visit.
Quotes & contracts
Generate from templates in Arabic, English or French, track versions, and convert to an order in the ERP with one action.
Tasks & follow-ups
Reminders that show up where the salesperson is, with a daily summary to the manager of what was and was not done.
Reporting
Conversion by stage, by rep and by source. Exportable, and honest — no vanity metrics by default.
Talks to what you already use
- Novamada ERP and POS
- WhatsApp Business API
- Email (Google Workspace, Microsoft 365)
- Website contact forms
- Excel import and export
Common questions
Can it work on mobile?
Yes. The field app covers contacts, visits, tasks and quotes, and works offline for the parts that need to.
We already have customer data in Excel.
That is the usual starting point. Migration and cleanup are part of every implementation.
Is it hosted or on our servers?
Either. Most clients choose our hosting; some regulated businesses run it on their own infrastructure.
Also see