Melal CRMEverything a B2B sales team needs, from first call to paid invoice
Here is what Melal CRM does today — and, further down, what is still in progress, so you know exactly what you are getting.
Customers and contacts
Organizations and people
One organization holds all of its contacts. Group customers your own way and tag them by behaviour.
Advanced filters
Find customers by group, city, position, gender, sales stage, sales rep and more.
Automatic customer journey
Each customer moves through six statuses — Potential, Actual, In follow-up, Satisfied, Dissatisfied and Loyal — mostly automatically, based on real activity rather than manual updates.
Excel import and export
Import organizations, contacts, products, invoices, conversations and deals with a preview and an error file. Imports are all-or-nothing and never delete data.
Conversations, follow-ups and tasks
Conversation log
Record calls, visits and WhatsApp exchanges with subject, channel, notes, attachments and the date and time of the next follow-up. Replies form a thread.
Reminders
Push notifications on every device where you enable them. Only items with a set time ring, once, on their day, with your company's own sound while the app is open and has been clicked once.
Delegation
Assign a follow-up to a colleague or copy them for information. Delegated work with a deadline time that is not done returns to whoever assigned it after a set number of hours.
Projects and recurring tasks
Tasks under projects, recurring tasks with a report each time, deadlines, threaded replies and per-colleague task reports.
Sales pipeline, quotes and invoices
Your own pipeline
Several sales models with your own stages, and several open deals per organization.
Stages that move themselves
A stage can advance automatically when a proforma is issued or approved, an invoice is issued, goods are shipped or delivered, or payment is received.
Proforma invoice to invoice
Approval by an admin or permitted colleagues, rejection with a reason, printing with your logo and legal details, PDF download, frozen issued documents and full history.
Inventory
Multiple warehouses, transfers, stock counts, item ledger, batch and expiry tracking, receipts and issues, and per-warehouse access for storekeepers.
Management and control
Management desk
Admins see pending approvals, leave and business-trip requests and the team's work in one place, by day, week, month or a custom range.
Reports
A live daily feed of colleagues' activity, follow-up and task reports, sales and receivables charts, and a per-person activity report as PDF.
Permissions
View, edit and delete rights per colleague and module. Salespeople who are not admins see only their own customers. Two admin levels.
Audit trail
Creates, edits and deletes across the main modules, with values before and after, visible to top-level admins and impossible to edit.
Several companies, one account
Run subsidiary companies side by side with a company filter. Data of different client companies is strictly isolated.
Team admin
Leave requests and approvals, business-trip requests and expenses, attendance rules, a team calendar and private personal notes.
Apps and security
Android app
Download from our download page (Android 8 or later). Your own tasks, conversations and customers work offline, rings reminders without internet and syncs later.
Windows app
An encrypted local copy that works offline, an optional password on every open, and remote disconnect for lost devices.
Installable web app
Install the web app on desktop or phone for one-tap access and push notifications.
Login protection and backups
Accounts lock for 10 minutes after 5 wrong passwords. Download a full backup as Excel files at any time, or schedule weekly or monthly backups.
What is still in progress
We would rather you hear this from us before a demo than discover it after.
- English and Arabic translation of the screens. Menus, the top bar with its notification bells and parts of the screens are translated; other screens still show Persian text.
- Apps. The Android and Windows apps are currently in Persian, and the Windows app is downloaded with a personal password from our team.
- Calendar. Date entry currently uses the Persian (Solar Hijri) calendar.
- Voice entry and the in-app training assistant currently work in Persian only.
- Email and SMS. There is no built-in email sending, and SMS is not available outside Iran.
- Pricing. There is no public price list for international customers yet; we quote per team.
That makes Melal CRM a strong fit today for teams comfortable working partly in Persian — for example Persian-speaking businesses in the UAE, UK, Canada, the US, the Netherlands and Australia — and for multilingual teams who want one system for everyone. Read more in choosing a CRM for English, Arabic and Persian teams.
See Melal CRM with your own sales process
Tell us how your team sells today. We will set up a trial account and walk you through it on a short call.
Request a demo