CRM & Sales
Never lose a lead again.
Every lead, deal and quote in one place, in Arabic and English. Your team knows who to call next, your managers see what will close, and accepted quotes turn into invoices in one click.
30 days free · No card needed · Every module included
- Lead · Najd Orchard TradingAssigned to Reem Q.Qualified
- Quote Q-1042Accepted onlineSigned
- Leads from your adsLand in Seen by themselvesComing soon
Pipeline
See every deal, and what it is worth.
Deals move across the board from first call to won. Seen weighs each one by its chance of closing, so the pipeline number is one you can plan with.
- A board and a list of every open deal, by stage
- Weighted pipeline, open deals, won value and win rate at the top
- Rules per stage: who owns it and how long it may wait before a reminder
- Custom fields on leads, accounts and deals
Quotes
Quotes that get approved, then accepted online.
Every quote is checked by a manager before it goes out. Your customer opens a link, signs with their name, and the deal is marked won.
- Bilingual quotes with VAT on each line, as PDF or a link
- Manager approval on every quote, and where an administrator approves their own the quote records it
- The customer accepts or declines online, with the time kept on record
- Turn an accepted quote into an invoice in one click
- Managers approve quotes from their phone, wherever they are
Forecast & targets
Know what will close this quarter.
Seen splits your open deals into commit, best case and pipeline, shows when they are expected to close, and tracks each rep against their target.
- Commit, best case and pipeline, from each deal’s chance of closing
- Expected closes for the next 6 months
- Targets per rep, with progress as deals are won
- Pipeline by territory
Email & follow-up
Every conversation next to the customer.
Connect your company mailbox to Seen. Emails sit next to the lead or account they belong to, and follow-up tasks keep your team on time.
- Your own mailbox inside Seen, linked to leads and accounts
- Sales sequences: follow-up tasks and reminders, step by step
- Meetings, calls and tasks on one calendar
- Reminders for quotes the customer has not answered
Everything else your sales team needs
Included in every plan. No add-ons.
Import leads from Excel
Bring your list with a preview, column matching and duplicate checks.
Share out leads
A manager splits leads evenly across the team in one step.
Territories
Group leads, accounts and deals by region and see the pipeline for each.
Stage rules and alerts
Owners are reminded, and managers told, when a deal waits too long.
Custom fields
Add the fields your business needs to leads, accounts and deals.
API and webhooks
Send leads in by API, and get told when a deal moves or a quote is accepted.
Products and price list
Your products and prices, ready to add to any quote.
Leads from your ads and web formsComing soon
Leads from your campaigns land in Seen by themselves.
One system
From first call to paid invoice.
Win the deal in Seen, and the rest follows: the invoice, the project and the numbers.
- CRM & SalesQuote accepted online
- Invoicing & ZATCADraft invoice created
- ProjectsProject opened for the deal
- Reports & KPIsForecast and targets updated
Questions about CRM & Sales
Can customers accept quotes online?
Yes. They open the quote from a link, type their name to sign, and accept or decline. Seen keeps the time and the signature, and marks the deal won.
Does every quote need approval?
Yes. A quote goes to the creator’s manager before it can be sent. An administrator with no manager above them can approve their own, and the quote records that it was approved that way.
Can I bring my leads from a spreadsheet?
Yes. Import from Excel or CSV with a preview, column matching and a check for duplicates. You can also export your leads to Excel.
What do sales sequences do?
They create follow-up tasks and reminders for your team, step by step, and stop when the deal is won or lost.
Can leads from our ads come in automatically?
Not yet, coming soon. Leads from your web forms and ad campaigns will land in Seen by themselves. Today you can send leads in through the API.
Can each salesperson work in Arabic?
Yes. Every screen is in Arabic and English, and each person picks their own language.