CRM & Sales
Every lead assigned, every follow-up on time. Clients, pipeline and follow-ups in one place, with a Today page that tells each person what to do next.
Who uses it
- Sales managers who assign leads and watch the pipeline
- Sales consultants who call, message and follow up
- Owners who want the team's real numbers
What a normal workday looks like
Start on Today
Overdue tasks, follow-ups due and new clients still waiting for a first contact. Managers also see unassigned clients and assign them in one tap.
Work the client record
Call, WhatsApp or email from the record, log the outcome and set the next follow-up. Every step lands on the client's timeline.
Move deals through the pipeline
A Kanban board: drag on a computer, tap and choose the stage on a phone. Stages can be renamed and reordered for your company.
Close the day with a report
Calls, WhatsApp messages, meetings and stage moves are counted automatically. Each person adds a summary and tomorrow's plan, and managers read them.
Also included
- Import clients from Excel or Google Sheets (CSV, Arabic or English headers, duplicates skipped)
- Bulk assignment and CSV export for managers
- Team performance cards and analytics: sources, conversion, first-reply time
- Installable on phones, with notifications even when the app is closed
How to buy it
The CRM core (clients, pipeline and follow-ups) is the workspace every Optavon company opens, so it is included in every plan and package. The one exception is the UAE's AML-only package.
From EGP 600 · AED 350 / month
Prices exclude VAT and are per month on a 12-month commitment.
Add another module
- Marketing: Add Marketing to route new leads to your team automatically and qualify them before sales calls. See how it works
- HR & Payroll: Add HR so client meetings count as field work in attendance, and the outcome lands on the client's timeline. See how it works
- Accounting & Tax: Add Accounting so money received is written to the deal, and sales and finance see the same number. See how it works
What to do next
Start a 14-day free trial, or see the prices for your country.