A Complete Customer Record
Each record brings together contact details, lead source and sales stage, services, tasks, follow-ups, attachments, meetings, notes, and activity history. The team can review that context before the next interaction.
Customer Relationship Management (CRM) System
This page explains Customer Relationship Management (CRM) System. This page covers customer relationship and sales management. For accounting and invoicing, see the accounting system or E-Invoicing.
Turn leads into long-term customers and stay in constant contact with your audience. A unified platform that gives you a 360-degree view of every customer through every stage of their journey with you.
The strengths of the CRM system
A complete view of every customer that strengthens their loyalty and your profits.
Lead management
Bringing together data on interested prospects from your website, social media and calls in one place.
Tracking sales opportunities
Following deals through the sales stages and increasing the conversion rate.
A unified interaction history
Every call, message and follow-up for each customer in a single record.
Automated follow-ups
Automatic reminders and tasks so no opportunity is lost.
After-sales service
Managing support and complaints to raise customer satisfaction and retention.
Reporting and analytics
Sales and marketing performance metrics for decisions grounded in data.
Why choose a CRM system from Al Shohab Al Aliyah
We design the CRM to match your company's sales flow in the Saudi market: capturing leads, tracking stages, and unifying the record of contact. We configure the system around your team and their permissions and connect it to your channels, with reporting that supports decisions. For more depth, see the guide to CRM Customer Relationship Management System.
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Inside the CRM: Customer Records and Connected Conversations
These interfaces show how Saudi sales teams can organize customer records and conversations across channels in one system.
WhatsApp Channels with Clear Permissions
Multiple WhatsApp numbers and channels can be managed from one panel, with a default channel, employee assignments, per-channel permissions, and conversation ownership.
One Inbox for Customer Conversations
A unified inbox supports search, filtering, and ownership of conversations, helping the team follow each customer across channels with the surrounding context.
Frequently Asked Questions
Frequently asked questions about the CRM system
Clear answers about Al Shohab Al Aliyah's customer relationship management (CRM) system.
A system that brings all your customer data, conversations and deals together in one place and follows every customer from first contact through to close, so your team can sell and follow up without losing focus.
It suits sales and customer service teams that deal with large numbers of customers and want organised follow-up instead of scattered notes.
A system configured around your sales stages, with customer, deal and task management, performance reporting, and connections to WhatsApp and your other channels.
We start with an initial consultation to understand your needs and goals, then propose the right solution and plan, and agree on the roadmap before delivering in clear phases. Contact us on WhatsApp to get started.
It depends on the project's scope and specific requirements; we do not commit to a fixed duration before understanding your needs. We work in flexible phases and agree a realistic timeline with you based on the scope before starting.
How we work at Al Shohab Al Aliyah
In the CRM we start by mapping your sales stages and defining your lead sources and qualification criteria, then build the customer database, migrate your existing data, create the deal and task boards and connect your channels such as WhatsApp, in measurable phases. We train your representatives and sales supervisors on logging interactions and tracking deals before handover, and stay on for support via WhatsApp andPhone.
Why choose a CRM from Al Shohab Al Aliyah?
The CRM brings your customer data, conversations and deals together in one place and follows every customer from first contact through to close, so your team can sell and follow up without losing focus.
We configure the system around your sales stages with customer, deal and task management and performance reporting, and connect it to WhatsApp and your channels. We deliver CRM systems for sales teams across Saudi Arabia and the Gulf from Al Shohab Al Aliyah's office in Al Olaya District, Riyadh, with a local understanding of how Gulf customers communicate and the language of the market.
Related services and systems
- AI Agent — Automatic qualification and follow-up
- Point of Sale — Connect sales to your customers
- All Services — A complete setup
- Contact Us — Start your CRM system
What does your team gain from a CRM?
A CRM gives the sales team structure and visibility:
- No customer lost: every customer followed from first contact through to close
- Sales visibility: dashboards and reports that show the sales pipeline
- Task organisation: clear allocation of tasks and reminders
- Connected channels: WhatsApp and your other channels linked in one place
We maintain the quality of the CRM by reviewing data accuracy and the flow between stages before signing off each step, documenting the qualification rules and supporting your team after handover — with no promises of unrealistic sales figures, just methodical, transparent organisation of the sales process.
When do you need a CRM?
If your sales team is losing track of customers or relying on scattered notes, or you have no clear view of the stages your deals are at, a CRM brings order to that. It gathers every customer, conversation and deal in one place and follows them through to close.
As your customer base grows across Saudi Arabia and the Gulf, manual follow-up stops being enough and opportunities slip away. The system gives your team structure, visibility and reminders, and connects to WhatsApp and your channels so every contact is gathered in a single record. The result is sharper follow-up, faster closing and decisions based on real data rather than guesswork — and we configure it around your sales stages specifically.
What the CRM actually manages
The system brings together each customer's record: their details, their conversation history, the deals linked to them, their files and their notes, all in one place. You manage a visual sales pipeline with customisable stages from lead to close, logging activities, calls and reminders and assigning customers to representatives automatically. You track metrics such as stage-to-stage conversion, close rate and each representative's performance through real-time dashboards and reports. We connect the system toAI Agent for lead qualification and the first reply on WhatsApp, and to the Point of Sale so the customer's purchases appear in their record and your representative sees the full picture before making contact. We add permissions that protect customer data and limit each representative to their own records. You receive a sales pipeline built around your products, ready-made message and follow-up templates, and hands-on training for your team on managing deals and reading the reports.