Customer Relationship Management

Customer Relationship Management (CRM)

Sales pipeline & customer management system — your digital partner to organize sales and accelerate deals.

Visual Kanban Pipeline
Full 360° Customer History
Follow-up Task Tracking
Direct Client & Invoicing
No credit card required • Easy workspace setup

See How Your Team Manages Sales Daily

An interactive interface bringing deals pipeline, customer timelines, and sales KPIs into one place

Sales Opportunities Pipeline (Q3 2026)
Pipeline: 530,000 SAR
8 Active Opportunities
New Leads(2)
55,000 SAR
Contract & Billing Management
Arrow Logistics Est.
35,000 SAR
S
Sarah
Sales Team CRM Deployment
Vision Consulting Bureau
20,000 SAR
M
Mohammed
Contacted(2)
110,000 SAR
Digital Platform & Payment Gateways
Shield Contracting Co.
65,000 SAR
A
Ahmed
Purchase Order Automation
Riyadh Trading Establishment
45,000 SAR
S
Sarah
Proposal Sent(2)
125,000 SAR
Cloud Services & Supply Agreement
Horizon Tech LLC
75,000 SAR
M
Mohammed
System Integration & Invoicing
Mada Medical Group
50,000 SAR
A
Ahmed
Won Deals(2)
240,000 SAR
Enterprise Annual Subscription
Al-Fanar Industries
120,000 SAR
A
Ahmed
Annual Contracts & CRM License
Tamkeen Digital Est.
120,000 SAR
S
Sarah
Drag & drop opportunities between stages● Instant contract generation upon Won deal

Four Steps to Turn Leads into Won Deals

Organize your sales progression and ensure every prospect is closed successfully

01

Capture Leads

Collect and log inbound inquiries from your website forms and communication channels in one place.

Unified Lead Ingestion
02

Manage Pipeline

Organize opportunities across visual stages with deal values and closing targets.

Visual Kanban Stages
03

Follow Up

Log client notes, track interaction history, and assign follow-up tasks.

Activity Log & Tasks
04

Close & Convert

Close deals successfully and convert opportunities into permanent client profiles with invoicing.

Permanent Client Profile

Intelligent Tools to Accelerate Sales and Align Your Team

From lead capture to deal closing and direct invoicing, everything your sales team needs for higher productivity

Dynamic Kanban

Interactive Visual Sales Pipeline

Kanban board displaying deal stages, estimated values, and priority levels.

Unified Profile

Unified Customer Profile

Centralized customer records combining contact details, notes, invoices, and deal progression.

Task Tracking

Follow-up Task Management

Log and assign follow-up tasks for leads and clients to maintain consistent customer communication.

Clear Metrics

Sales Performance Indicators

Real-time indicators tracking pipeline volume, deal values, and conversion rates.

Operational Synergy

Direct Client & Invoicing Workflow

Convert qualified leads into active client records and continue with invoicing within the platform.

Access Control

Team Roles & Permissions

Control data visibility and assign opportunities to team members with role-based access control.

Who Uses Rozanah CRM?

Engineered to support sales teams across key sectors in closing deals faster

B2B & Commercial Companies

Track deals, proposals, and pipeline progression across your sales team with complete clarity.

Managing dozens of corporate accounts? Log every step and see deals closing this month.

Real Estate & Brokerage

Organize buyer and investor inquiries, matching them to property offerings seamlessly.

High volume of buyer inquiries? Distribute tasks to agents and monitor interest stages.

Professional Services & Consulting

Manage client relationships from initial inquiry through signed agreements and delivery.

Never drop a consulting lead; schedule follow-ups and track milestones effortlessly.

Marketing & Advertising Agencies

Track leads generated from campaigns and nurture them into recurring retainer contracts.

Know exactly which campaign brought each client and the total revenue generated.

The Difference: Before & After Rozanah CRM

See how your sales progression transitions from spreadsheet chaos to disciplined revenue growth

Without CRM

Leads lost across WhatsApp chats and messy spreadsheets

Forgotten follow-ups resulting in dropped deals

No visibility into projected revenue for the upcoming quarter

Zero clarity on individual sales rep performance and activity

With Rozanah CRM

Unified dashboard bringing all leads and opportunities together

Automated reminders and scheduled tasks for every account

Visual pipeline displaying stage values and close probabilities

Complete interaction logs and live sales performance analytics

Free Start

Start Free, and Start Growing Your Business

Create your free workspace and start using the platform, then explore available options from within the platform as your business needs grow.

Security & Reliability

Greater Confidence in Every Workflow

ROZANAH provides an organized digital workspace with access controls, audit trails, and digital verification to support confident day-to-day operations.

Tenant Data Isolation

Each organization's data is scoped to its own workspace, with records accessible only to authorized users within that organization.

Role-Based Access Control

Role-based access controls help determine what each team member can view or manage within the workspace.

Audit Trails & Digital Verification

Timestamped records for important activities, with signing data and QR-based document verification.

Dedicated Support & Advisory

A specialized team to support onboarding, product usage, and technical assistance when needed.

Turn Sales Opportunities into an Organized Engine for Growth

Organize your deal pipeline, track customer relationships, and convert opportunities into measurable business growth. Create your free workspace and start managing your sales today.

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