CRM for Customers and Operations

A ready CRM that takes a customer from the first lead through invoice and collection, then ties that record to accounting, HR, and projects. Each company works in a workspace that matches its industry, with a Panda AI assistant that performs actions and a direct link to the ERP.

Customer cycle

Leads, a customizable pipeline, follow-ups, deals, contracts, and a form builder. Sales covers quotations, invoices, collections, credit notes, and the POS screen.

Money and team

Products, inventory, and expenses. Accounting with banks, transfers, supplier bills, double entry, trial balance, budgets, and goals. HR covers employees, attendance, leave, salaries, payslips, recruitment, training, and task distribution.

Projects and communication

Projects, tasks, timeline, budget, and documents. Inbox, support tickets, Zoom meetings, and messenger.

Industry workspaces

Car dealerships: requests, test drives, negotiation, and financing. Car rental: fleet, contracts, drivers, violations, and accidents. Car maintenance. Construction: projects, purchasing, installments, and partners. Import and export: shipments, customs, FX, and insurance. Education, clinics, travel, and real estate.

Integration and administration

ERP integration dashboard, multiple companies, permissions, and plans. Arabic and English interface.