All clients
Every client you run, at a glance: new opportunities, open pipeline, overdue follow-ups and when the cloud last worked for them. Open a client to work on it, or send its monthly report.
| Client | Industry | New opps | High priority | Open pipeline | Follow-ups due | Won (12 mo) | Last cloud run |
|---|
Pipeline values are shown in each client's own currency.
Platform admin
You are the super admin. Decide which modules each tenant can use, their plan, user limits and status. Tenant admins manage their own people within what you allow.
Tenants
| Tenant | Plan | Status | Users | Modules | Trial / renewal |
|---|
What each plan includes by default. Changing a plan here doesn't change tenants that have custom module settings.
| Name | Role | Tenant | Status | Last sign-in |
|---|
Tenant admin
Manage this company's users, what each role can do, sales rules, notifications, data and the audit trail.
| Name | Role | Module access | Status | Last sign-in |
|---|
Tick what each role can open. Only modules in this company's plan are listed. Tenant admins always have everything in the plan. Viewers can look but can't change anything.
| Module | Sales manager | Salesperson | Viewer |
|---|
Deals, quotes, contacts, prices, opportunities and settings, as one JSON file.
From Excel or CSV, in the Pipeline or Contacts screens.
Deals, quotes, contacts, opportunities and content. Users and settings stay. This can't be undone.
| When | Who | Action | What |
|---|
Not available
Not available
This module isn't included for your account. Ask your administrator.
Platform branding
Your own brand. It appears on client reports and in the sidebar, and sets the defaults for every new client.
Opportunity monitor
Tenders, RFQs, shutdowns, project awards, buyer signals and market events, filtered to what you sell and where. Every item links to its source. A cloud scan runs every morning and emails you what's new.
Monitor settings: countries, regions, cities, offerings, digest recipients
Sales pipeline
Every lead and quote in one place. Quotes with no follow-up for 5 days or more are flagged, and each salesperson gets their list every morning.
Quotation builder
Describe the request in plain words, get priced lines from your price list, then download a branded PDF quotation with totals, tax, amount in words and full terms.
1 · Scope
2 · Client
3 · Priced lines
| Description | Qty | Unit | Rate (SAR) | Amount |
|---|
4 · Terms
Tick documents from your library to send with this quote. The quote pack is one PDF: the quotation followed by the ticked PDFs and images.
Recent quotes
Win / loss dashboard
Where you win, where you lose, and where the price is the problem. Built from every decided quote in the pipeline.
What the numbers say
Win rate by offering
Win rate by quote size (SAR)
Win rate by client
Revenue won by month (SAR)
Why quotes were lost
Win rate by salesperson
Sales performance
Annual targets broken into quarters, months and weeks for every sales engineer, measured against won orders (by PO / award date) and logged activity. Forecasts show who will make the year and what it takes.
| Date | Sales engineer | Client | Service | Scope | Stage | Value | Weighted |
|---|
| Date | Engineer | Activity | Client | Service | Outcome | Next follow-up | Notes |
|---|
My day
Everything that needs you today, in one place.
How can we help?
Search for what you want to do. Every article shows where to find it, with an illustration and the steps.
Calendar
Follow-ups, activity reminders, bid deadlines, quote expiry and certificate expiry, in one place.
Clients
Every client company with its people, deals, quotes, orders, activity, registrations and documents on one page.
| Client | Owner | Contacts | Open deals | Pipeline | Won (12 mo) | Won (all) | Last activity |
|---|
Quotes & orders
Every quotation with its revision, status and expiry, and every purchase order you have received. Accepted quotes become orders with the PO number, date and document, and the deal is marked won on the PO date.
Document library
Company profile, certificates, method statements, datasheets and HSE documents, ready to attach to quotations and open from each client page.
Registrations & certificates
Vendor numbers with each client, certificates, licences and insurances, with expiry alerts before anything lapses. Expiring items show on My day and in the bell.
| Registration / certificate | Client / issuer | Number | Issued | Expires | Status | Document |
|---|
Contacts
The people behind your opportunities: who they are, what they own, how warm the relationship is, and what was said last.
| Name | Job title | Organization | Email / phone | Expertise | Relationship | Last touch |
|---|
LinkedIn prospecting
Find the right people at the organizations behind your opportunities, capture them into Contacts in one paste, and draft the connection request. You search on your own LinkedIn; nothing logs in for you.
1 · Find people
Decision-makers for your open opportunities
One click sets the search to that buyer with the right job titles for this client's industry.
2 · Capture into Contacts
On a LinkedIn profile or a people search results page, select all (Ctrl/Cmd+A), copy, and paste here. Add the profile address if you have it.
3 · Import your LinkedIn connections
LinkedIn → Settings & Privacy → Data privacy → Get a copy of your data → Connections. You get an email with a file; upload Connections.csv here. Emails come through for connections who allow it.
4 · Write the message
Client re-engagement
Past clients you haven't worked with recently, with their known buying, renewal or turnaround cycles, and a personal check-in email drafted for each.
| Client | Last job | Won (SAR) | Next buying window |
|---|
Check-in email
Choose a client to draft a personal email based on the work you did for them and their turnaround timing.
Keyword finder
Your offerings × locations × buyer phrasing, in English and a second language, plus the suggestions Google shows as buyers type.
| Keyword | Lang | Offering | Location | Source |
|---|
Website SEO audit
Crawls your site and flags missing titles, weak meta descriptions, missing alt text, broken links, slow pages and offerings with no page of their own.
Search Console report
Which searches show your site, your position for each, and where you get views but no clicks. Those are quick wins: rewrite the title and clicks go up.
Landing page writer
One page per offering and location, such as "Hydrojetting Services in Jubail" or "Cloud Phone System in Bahrain", built from your real approvals, projects, equipment and certifications so Google treats it as a real page.
Substance check
Fill these in under Company, team & rates. Pages without them read as thin copies.
Saved pages
The drafted page appears here with its Google result preview, ready to copy or download as HTML.
Blog writer
Finds the topics getting attention in your industry right now, then writes a post around the same keywords that made them popular.
1 · Find topics
Research searches news, LinkedIn discussion and search trends in the cloud (about 5 minutes). Quick ideas answers in seconds from what Claude already knows.
Topics
Saved posts
2 · Write the post
Business profile, team & prices
Everything the quotes, pages, emails and cloud scans draw on for this business. Fill it in once; each business has its own.
Company profile
Sales team
Each person here gets their follow-up list by email every morning.
| Name | Role |
|---|
| Offering | Item / SKU | Unit | Price (SAR) | Cost (internal) | Margin | Notes |
|---|