CRM System for Business in Egypt

A CRM is supposed to be the one place that holds the customer: who spoke to him, what he was offered, what was agreed, and when he is to be called again. We build it, or implement it, around the way you actually sell rather than around a template your salespeople are made to fit.

• The customer file: the company, the people in it and their numbers, and the history of every call and visit
• Opportunities on the stages of your own sales cycle
• Quotations in one form, kept with their versions and dates
• Follow-up dates: who calls whom and when, and what came of the last call
• Permissions: the salesperson sees his own customers, the manager sees them all
• Reports from what was recorded, not from what was hoped for

Why most CRMs fail

A system nobody fills in is worse than a notebook: the notebook looks incomplete, so you know that you do not know, while the half-filled system looks like data. You build a report on it and out comes a confident, wrong number: opportunities never entered, deals that ran on WhatsApp, and half a pipeline read as though it were all of it. The danger is not the empty field but the confidence the half-filled one gives you.

So we start from the fewest fields that will do rather than from as many as possible: every extra field is a reason not to enter anything, and a long screen means a salesperson writing at the end of the day what he remembers.

The stages are yours, not the template's

A ready-made template arrives with stages written for somebody else: lead, qualified, proposal, negotiation, closed. And if your sale goes through a site survey, then a technical offer, then a financial approval, then a purchase order, those are your stages. A stage matching nothing that actually happens stays empty or gets filled by guesswork, so we write the stages from the mouth of whoever sells, and delete the ones nobody uses.

Quotations and follow-ups before dashboards

Before any chart, a small team needs two things: a quotation that goes out to the customer with its versions kept, and a follow-up date nobody forgets. Issuing a quotation, keeping its history and following what comes after it is work already written here, not a first attempt. The dashboards come after entering has become a habit, not before.

The value shows the day a salesperson leaves

A salesperson who carries his customers in his phone takes them with him, and whoever follows him starts from nothing in front of a customer who has spoken to your company ten times. The system makes that history the company's: the calls, the offers and their prices, and the objection that stopped the deal. It is a return that shows up late, and it is larger than any report.

How the work runs

We sit first with the people who sell daily, not with management alone, and write the cycle down as it runs: who chases a new enquiry, who prices it, who approves a discount. Then we settle the stages and the fewest fields, and migrate the customers you already have after cleaning them, because the same company is written in your records three different ways.

Then a period in which the team works on the system and the manager asks the system rather than WhatsApp, which is the step that makes entering stick or lets it collapse. Then training on the stages and not only on the screens, and a handover in which your data comes out whenever you want, because it is your data.

Where we work

We are in New Maadi, beside the Technology Village, and we work across Cairo and Giza and the industrial zones around them — Obour, Tenth of Ramadan, Sixth of October and the Fifth Settlement. The session where the cycle is written down, and the training, happen at your site, and what follows is done remotely.

What we do not take on

We do not sell you an increase in sales. The system records, reminds and arranges; selling remains the work of people, and whoever enters incomplete data gets incomplete reports. And we do not supply customer lists or contact data from any source; the customers are yours.

If what you need is invoices, stock and accounts, that belongs in the ERP and accounting system and not in a CRM. And if you are going to implement Odoo, it carries a CRM module inside it, so start from Odoo implementation rather than running two systems; we say so and lose the sale. Whatever falls outside the follow-ups and the quotations is custom development that we write, and we tell you before we start whether it is a small addition or a different system.