CRM & Sales · Bahrain

CRM software that follows the customer all the way to cash

Capture leads from WhatsApp and your team, turn them into quotes, contracts and orders, and support customers after the sale. FlairSuite CRM shares every record with invoicing and collections.

  • Leads, activities and follow-up reminders
  • Quotes → contracts → orders → invoices
  • Support tickets with SLA tracking
New lead from WhatsAppCaptured by the AI assistant
New
Quote Q-0932 acceptedConverted to contract
Won
Follow-up call todayAhmed · 11:30
Due
Ticket #2210 resolvedWithin SLA
Closed

Capabilities

What's included in FlairSuite CRM & Sales

Every feature below is part of the same ERP your other departments use, so data is entered once and reported everywhere.

Leads & pipeline

  • Leads from WhatsApp, imports and your team
  • Lead stages and owners
  • Activities and upcoming follow-ups
  • Lead capture by the WhatsApp AI assistant

Quotes & contracts

  • Branded quotes from PDF templates
  • Quote to contract to invoice
  • Invoicing exclusions and schedules
  • Contract renewals

Orders & delivery

  • Orders and order reservations
  • Delivery notes
  • Rental calendar
  • Online orders from your e-commerce site

Customer records

  • Companies and individuals
  • Full history: quotes, invoices, payments, tickets
  • Customer statements
  • Membership cards and balances

Support desk

  • Support tickets and categories
  • SLA tracking
  • Customer portal for self-service
  • Shared inbox for WhatsApp conversations

Appointments

  • Appointment booking and calendar
  • Reminders by SMS, email or WhatsApp
  • Staff and resource availability
  • Link appointments to invoices

CRM

Every lead captured, wherever it starts

WhatsApp chats, calls and walk-ins become leads with an owner and a follow-up date.

Pipeline

Nothing falls through the cracks

Reminders, quotes and activities move each lead forward, and managers see the whole funnel.

Revenue

Won deals become invoices

Accepted quotes turn into contracts, orders and invoices, without typing anything twice.

WhatsAppCallsWalk-insReferrals
126Leads
58Qualified
24Quotes sent
11Won
AKSMHRFAJNMBNHYS
INV-2431
BHD 4,200.000
INV-2432
BHD 1,850.000
INV-2433
BHD 6,700.000

Sales and finance on the same page

No more "has this customer paid?" messages

Sales can see invoices, payments and open balances on the customer record. Finance can see the quote and contract behind every invoice. Nobody has to ask across departments.

  • Customer 360: quotes, contracts, invoices, receipts
  • Collections tasks visible to account owners
  • Credit notes and refunds on the same timeline
  • Customer portal for statements and payments
Al Seef TradingBalance 2,400.000 · 2 open invoices
Customer
Contract CT-311From quote Q-0932
Active
Collection taskAssigned to account owner
Due

Every conversation in one inbox

WhatsApp, SMS and email linked to the customer

Messages arrive in a shared inbox, agents answer with saved replies, files and voice notes, and every conversation stays on the customer's record.

  • Shared agent inbox with assignment
  • Bulk WhatsApp, SMS and email campaigns
  • Notification templates in Arabic and English
  • AI chatbot for first-line answers
FlairSuite mobile app: customers menu with invoicing, payments and collections

FAQ

Crm software: common questions

Is the CRM connected to accounting?

Yes. Quotes become contracts and invoices in the same system, and payments, credit notes and balances appear on the customer record.

Can FlairSuite capture leads from WhatsApp?

Yes. The WhatsApp AI assistant can collect lead details during a conversation and create the lead in the CRM for your sales team.

Does it include a support ticket system?

Yes. Tickets, SLA tracking and a customer portal are included, and support tickets can be raised from the portal or by messaging.

Works with

CRM & Sales is connected to everything

Data entered here is instantly available to the rest of FlairSuite, and the other way round.

See FlairSuite CRM & Sales in action

Book a free, no-obligation demo. We will walk through the modules you need and answer your questions, in English or Arabic.

See FlairSuite with your own dataFree demo · local team in Bahrain Book a free demo