CRM

CRM runs on the same database as every other a2Nsoft module, so transactions post to finance, stock and reporting in real time. It supports multiple companies, branches, currencies and Arabic/English documents.

• ✓
  Pipeline stages
• ✓
  Activity tracking
• ✓
  Campaigns
• ✓
  Role-based approvals
• ✓
  Arabic and English print layouts
• ✓
  Audit trail on every record

• ✓
  One source of data

  No re-keying between departments.
• ✓
  Faster closing

  Postings reach the ledger as they happen.
• ✓
  Control

  Approval limits by role, branch and amount.

1. 1
   Set up

   Configure CRM numbering, defaults and approval rules per company.
2. 2
   Record

   Users create transactions on desktop or mobile.
3. 3
   Approve

   Workflow routes documents to the right approver.
4. 4
   Report

   Dashboards and reports update immediately.

• Summary by branch
• Aging
• Trend analysis
• Exceptions
• Audit log
• Custom report builder

• REST API
• Excel import/export
• Banks (MT940)
• ZATCA / FTA
• Payment gateways
• Power BI