Najd Logistics
Omar Al-Harbi
Staff health checks · 120
SAR 96,000
05Custom AI CRM
A CRM built around the way you sell.
Your stages, your fields, your follow-up rules. AI keeps every record up to date, summarizes each conversation and suggests the next step, so deals stop stalling quietly.
MHSearch deals⌘KAI assist on
Marina Heights Realty · Sales pipeline
1New
2Qualified
1Proposal
2Negot.
1Won
AI activityToday
Email summarized · Daniel Reyes asked about service charges
09:40Viewing confirmed · Fatima Al Mansoori, Business Bay
09:12Open deals
8
Tasks today
3
At risk
0
AI is watching for deals that go quiet.
Follow-up rules · 6 active
Illustrative demoThe problem
Your pipeline lives in five places.
A spreadsheet, a generic CRM nobody updates, WhatsApp threads and a few people’s memory. The deals are there. The visibility isn’t.
- 01
Records go stale
Updating the CRM is extra work after every call, so it doesn’t happen. Within weeks the pipeline no longer matches reality.
- 02
Follow-ups slip
A proposal goes out and nobody checks back. Nothing warns you that a warm deal has been silent for a week.
- 03
The tool doesn’t fit
Off-the-shelf stages and fields don’t match how you sell, so the team works around the system instead of with it.
Key features
Your process, with AI doing the admin.
Four capabilities, designed together. We build the pipeline first, then add AI where it saves your team real time.
01Custom sales pipeline
Stages and fields that match how you sell
We map your real sales process, then build the pipeline around it: your stage names, the fields you actually need at each step and the rules for moving a deal forward.
- Your own stages and exit criteria
- Custom fields per deal type
- Views for each role
- Required fields before a stage change
Pipeline · Residential solar
Default template
Stages
- 01Lead
- 02Contacted
- 03Opportunity
- 04Closed
FieldsAdd field
Name, email, phone, notes
Views · Sales · Survey team · Installers
02Automated follow-up
Follow-up tasks that create themselves
When a deal goes quiet, the CRM notices. It creates a follow-up task for the right person and can draft the message, ready for review before it goes out.
- Rules based on stage and silence
- Drafts written from the deal history
- You approve before anything is sent
- Reminders to the deal owner
When a treatment plan is sent and there’s no reply for 3 days, create a task for the owner and draft a follow-up.
RuleDeal · Invisalign treatment plan
Waiting
Sarah Mitchell
Plan sent · $4,800 · Owner Priya NairWatching for a reply
03AI-assisted lead management
Every lead summarized, scored and routed
AI reads the inquiry and the conversation so far, fills in key details, writes a short summary and scores the lead against criteria you define, so your team knows where to start.
- Details extracted into fields
- Plain-language deal summaries
- Scoring on your own criteria
- Routing to the right owner
Ahmed RahmanWeb form · 08:52 GST
“We’re setting up a holding company for our two UAE businesses and want to start this month. Could you share your fees?”
Lead · Ahmed Rahman
New
Request
Jurisdiction
Timeline
Est. fee
–
Lead score
Your criteria
- Service we offer
- Timeline < 6 weeks
- Decision maker
- Referral
Summary
Waiting for extraction…
04Data migration & integrations
Bring your data with you
We move your existing records from spreadsheets or your old CRM, map them to the new fields, merge duplicates and connect the tools your team already uses.
- Spreadsheet and CRM imports
- Field mapping you sign off
- Duplicate detection and merging
- Connections to email, calendar and forms
Import · customers_2021-2024.xlsx
Mapping fields
NameChoose field
Phone #Choose field
Last jobChoose field
Status??Choose field
Full nameMobileLast service
mike johnson(602) •••-0142AC tune-up 06/24
Daniel Reyes602.•••.7719New unit quote
Mike Johnson+1 602 •••-0142Duct cleaning 03/24
Sarah Mitchell(480) •••-2210Heat pump repair
0/ 1,284 rowsDuplicates · checking
Try it
Move a deal. Watch the CRM keep up.
Pick a deal, advance it or ask the AI to prepare a follow-up.
AWInteractive demo
Al Waha Medical Center · Corporate packages
Riyadh · Sales pipelineNew2
Dune Tech
Layla Hassan
Annual check-ups · 60
SAR 48,000
Qualified2
Qasr Hospitality
Noura Al Qahtani
Pre-employment screening
SAR 54,000
Rimal Transport
Fatima Al Mansoori
Driver medicals · 45
SAR 31,500
Proposal2
Sahel Schools
Ahmed Rahman
Student vision screening
SAR 38,500
Oasis Contracting
James Carter
Site worker check-ups
SAR 88,000
Won1
Aseel Consulting
Priya Nair
Executive health checks
SAR 27,000
Won
Tasks2
- Send proposal to Sahel SchoolsToday
- Confirm headcount with Oasis ContractingTomorrow
ActivityToday
Call summarized · Qasr Hospitality wants screening for 40 new hires
09:30New lead · Dune Tech via website form
09:05Illustrative demo with sample data. It simulates how a system could behave and is not connected to a live AI service.
An honest comparison
Why custom instead of off-the-shelf?
Sometimes you don’t need a custom CRM. If a well-configured existing CRM fits your process, we’ll tell you, and we can help set it up with AI assistance instead.
Option A
Configure your current CRM
Keep the tool your team already knows and fix how it’s set up.
Right when
- Your CRM is sound but poorly configured
- Your team already uses it every day
- You mainly need cleaner stages and automations
Trade-off: Limited by what the platform allows.
Option B
Adopt an off-the-shelf CRM
A proven platform set up well, with AI add-ons where they help.
Right when
- Your sales process is fairly standard
- You want to start quickly on a known product
- Per-seat licences suit your team size
Trade-off: You adapt parts of your process to the tool.
Option CWhat we build
Build a custom AI CRM
A system designed around your process, data and team.
Right when
- Your process doesn’t fit standard pipelines
- You need AI working on your own data and rules
- You juggle several tools that should be one
Trade-off: More upfront work; we scope it before you commit.
How it works
From scattered data to one working pipeline.
A structured build, with your team involved at every decision that affects how they work.
- 01Discover
Map how you sell
We walk through your sales process, the tools you use and where deals slow down or get lost.
- 02Design
Design the pipeline
Stages, fields, roles and rules are agreed with you before anything is built.
- 03Migrate
Move and clean the data
Existing records are imported, mapped to the new fields and de-duplicated. You review a sample first.
- 04AI
Switch on AI assistance
Summaries, scoring and follow-up drafts are added step by step, with human approval where it matters.
- 05Refine
Train and improve
We train your team, watch how the system is used and adjust fields and rules as you learn.
Business applications
Where a custom pipeline makes sense.
Businesses whose sales process has its own shape, and whose data deserves better than a spreadsheet.
Real estate
Buyers, tenants and listings
Track enquiries by unit and budget, schedule viewings and follow up on offers without losing context.
Clinics
Treatment plans and packages
Follow patients from inquiry to accepted plan, and manage corporate or insurance packages in one place.
Solar & home services
Survey-to-install pipelines
Move jobs through survey, quote, permit and installation with the right details required at each step.
Professional services
Consultations and engagements
Track matters from first consultation to signed engagement, with summaries of every client conversation.
Automotive
Showroom and fleet sales
Manage test drives, trade-ins and fleet enquiries, with follow-up tasks after each visit.
Education & training
Enrolment pipelines
Follow applicants from inquiry to enrolment, with reminders around intake dates and documents.
Potential applications shown for illustration. They describe how the system could be configured, not results from specific clients.
Integrations
Connected to the rest of your business.
The CRM becomes the place where leads, conversations and deals meet, so your team stops copying information between tools.
Lead sources
- Website forms
- Facebook Lead Ads
- Google Ads lead forms
- Listing portals
- Landing page builders
Email & messaging
- Gmail
- Microsoft Outlook
- WhatsApp Business Platform
- SMS providers
Calendars & calls
- Google Calendar
- Microsoft Outlook
- Calendly
- Cal.com
- Cloud phone systems
Data & finance
- Google Sheets
- Microsoft Excel
- QuickBooks
- Xero
- Existing CRMs for migration
Integrations depend on each tool's available API or connector access. We confirm what's feasible for your stack during discovery.
Next step
Let’s map your pipeline.
In a discovery call we’ll walk through how you sell today, where deals stall and whether a custom CRM, or a better-configured existing one, is the right move.
Explore more
Other solutions
- AI Lead Conversion SystemInstant replies, automated follow-up and booked appointments.
- Voice AI AgentsAI voice agents that answer, qualify and book around the clock.
- AI Websites & ChatbotsConversion-focused websites with a trained AI assistant.
- Custom AI AgentsAgents that handle documents, quotes and repetitive workflows.