Reminders, a daily agenda and automatic nudges make sure no lead waits and no deal goes cold.
CRM by BIM POS is a cloud CRM software built for sales teams that meet customers face to face, at exhibitions, in showrooms and on site visits. Scan a business card with your phone and the lead is created in seconds, assigned to the right salesperson and branch, and ready for a WhatsApp or email follow-up.
From the first conversation to the signed quotation, every call, message, meeting and deal is in one place. Managers see the full sales pipeline, salespeople get a clear agenda every morning, and no lead is forgotten after the event. It works in English and Arabic, on phone, tablet and desktop, with nothing to install.
Reminders, a daily agenda and automatic nudges make sure no lead waits and no deal goes cold.
Send templates, pictures and quotations on WhatsApp or email and see when they are delivered and opened.
See every deal by stage, salesperson and branch, with live sales KPIs on your dashboard.
Assign leads, chat on deals and send calendar invites across branches and countries.
Stop collecting business cards in a drawer. Point your phone at a card and CRM by BIM POS reads the name, company, phone and email for you. The lead is saved to the right branch and salesperson before the visitor leaves your stand.
Drag and drop deals from New to Contacted, Proposal and Won. The pipeline updates itself: when a salesperson sends a WhatsApp message or a quotation, the lead moves to the right stage automatically.
Reply where your customers are. Send ready-made WhatsApp templates with pictures, or professional emails with your branch details. Every message is logged on the lead, so the whole team knows what was said.
Build a quotation from your product catalog, share it as a link or PDF on WhatsApp or email, and see the moment your customer opens it. Call back at the right time, while the offer is still on their screen.
Discuss a deal right on the lead, mention a colleague, and plan the next step. Invite your team and your customer to a meeting: they get a calendar invitation and can accept, decline or suggest another time.
Start every day knowing what to do. Your agenda groups follow-ups into Overdue, Today, Tomorrow and This week, and the dashboard shows new leads, open pipeline and won deals for you, your branch or the whole company.
Scan business cards with your phone camera and create leads in seconds, with name, company, phone and email filled in automatically.
CRM by BIM POS checks phone numbers and emails, shows whose lead it already is, and lets you merge your details into the existing lead.
Manage deals visually by stage, salesperson and branch, with values and won revenue always up to date.
Leads move forward on their own when a WhatsApp message, an email or a quotation is sent.
Send saved WhatsApp messages and product pictures in one tap, in English or Arabic, and keep a record on the lead.
Send campaigns to selected leads and follow deliveries, opens, clicks and bounces. Bounced addresses are excluded from future campaigns.
Create branded quotations with revisions, share them by link, PDF, WhatsApp or email, and know when the customer opens them.
Chat with colleagues and managers on any lead or quotation, with quick replies, reactions and read receipts.
Invite colleagues and customers to meetings with email invitations they can accept, decline or reschedule, plus a calendar feed for Google, Outlook and Apple.
Follow-ups grouped by Overdue, Today, Tomorrow and This week, with reminders so nothing slips.
Manage branches in different countries with their own work week, team and settings, and see everything from one account.
Admins, branch managers, salespeople and presales each see exactly what they need.
Get notified about new, assigned and unanswered leads, quotation views, mentions and replies, on your phone and desktop.
Work in English or Arabic, with Arabic text written right to left in messages and chats.
Install CRM by BIM POS on your phone's home screen straight from the browser. It updates itself automatically.
Interested in CRM by BIM POS? Leave your details and our team will call you back.
