An independent CRM module within the Wazen ERP system
Wazen CRM
From spreadsheet chaos to a clear, fully integrated sales pipeline
A CRM system tailored for sales managers in commercial companies, bringing opportunities, follow-ups, and reports together in one unified dashboard, seamlessly connected to finance, subscriptions, and customer support.
Track your team, forecast sales, and evaluate performance — all from a single screen.
A complete overview of the sales pipeline.
Maintain clarity at every stage of the sales pipeline
A visual sales pipeline that displays all opportunities in a single view, showing the value of each stage, close probability, and real-time team updates.
Wazen CRM transforms your sales pipeline from scattered spreadsheets into a clear, actionable dashboard—where you can see opportunity stages, total values, and expected revenue per stage, with effortless drag-and-drop movement between stages.
- Clear visibility of stages from first contact to successful or lost closure.
- Aggregated opportunity values at each stage for an instant view of pipeline size.
- Simple drag-and-drop to move opportunities between stages with no complexity.
Never miss a follow-up.
Track every opportunity and automate your team’s tasks
Don’t rely on personal effort alone to ensure follow-ups. Turn them into structured tasks, automatic reminders, and a clear view of each sales rep’s activity.
With tasks and activities in Wazen CRM, you can ensure every opportunity is followed up at the right time, and that your team knows exactly what to do today and tomorrow—based on a clear sales workflow.
- Automatic tasks linked to each opportunity stage.
- Reminders for overdue opportunities that haven’t been updated within a defined period.
- Monitor sales representatives through a dashboard showing follow-up counts and completed tasks.
Effective communication with your customers.
All communication channels in one customer profile
Bring together your entire communication history with each customer—WhatsApp, SMS, phone calls, tickets, and email—in one place, so you always engage with full context.
Wazen CRM connects the daily communication channels your team uses directly to the customer record. Before making any new contact, you can see the latest message, last call, and any open or closed support tickets at a glance.
- Log WhatsApp conversations directly within the activity timeline.
- Track SMS messages and phone calls linked to each opportunity.
- Connect support tickets and email threads to the customer and opportunity profile.
From opportunity to revenue.
From the first opportunity to the invoice and report — in one unified flow
Turn opportunities into quotes, then into contracts, invoices, and expected revenue reports without re-entering data multiple times.
Once a quote is approved, you can instantly convert it into a contract or invoice within the financial system and link it to expected revenue reports. This gives you full visibility into how each opportunity impacts sales figures and clearly shows the gap between targets and actual results.
- Create quotes directly from opportunities and link them to the customer.
- Convert approved quotes into subscription contracts or invoices in Wazen ERP.
- Reports summarizing expected revenue by month, quarter, and sales representative.
Everything you need in one CRM.
The core features your sales team relies on.
Clear opportunity and customer management.
Unified customer profiles, clearly defined sales stages, and the ability to categorize customers by industry, company size, and close probability.
Automation that reduces manual work.
Tasks and reminders are automatically created at specific stages, with alerts for overdue opportunities or customers who have been inactive for a set period.
Ready-made dashboards and reports.
Dashboards showing pipeline size, sales rep performance, and expected revenue, with the ability to filter by time periods and regions.
Flexible customization.
Customize stages, fields, and views to match your company’s sales process—without the need for complex code changes.
Digital transformation for your business.
An integrated system that brings all your operational processes together in a single platform.
We value their trust and take pride in their feedback.
"Over three years, we have worked with Wazen Financial Company in manufacturing, inventory management, wholesale and retail sales, and sales representatives’ applications. Choosing them as our partner was the right decision, based on the accuracy of their work, continuous development that keeps pace with change, and high-quality technical support."
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Eng. Asem Tashkandi
General Manager – Al Kawthar Modern Factory for Industry
"Wazen is among the leading companies in technical software for Hajj services. At Al Balti Hajj Company, our partnership with Wazen has been marked by excellence, creativity, reliable technical support, ease of use, and a highly professional team known for their patience and refined service."
Mr. Mohammed bin Fahad Al Balti
Vice General Manager – Fahad Al-Balti Hajj Company
"What distinguishes them from other companies we have worked with is that they keep pace with developments in financial technology in the Kingdom and modern approaches to financial transactions. They also share ideas that help us improve the quality of our services, with specialist consultants communicating with us to offer solutions."
Mr. Mohammed Ahmed Mohammed Khabbas
Executive Director – Al Bajadin Group for General Contracting
"The system is easy to use and provides a wide range of reports that give you confidence when making decisions based on the information it provides to the client, supported by a strong technical support system."
Mr. Salem Salman
General Manager – Durrat Al Aseel Showroom
"We have had a successful experience with Wazen and the solutions they provide to help organizations and companies of all sizes advance their work. There has been a clear and tangible change since our company, Al Bajadin, began using Wazen’s financial software for our contracting, maintenance and operations business."
Mr. Mohammed Ahmed Mohammed Khabbas
Executive Director – Al Bajadin Group for General Contracting
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