The rules handle the routine. Your team looks after clients.
Zarina CRM takes over the repetitive work in sales, invoicing and administration: capturing leads, follow-ups, reminders and reports. Each rule is set up once, from the interface, without code.
- The lead is created with the source “Website”
- It is assigned to the maintenance account manager
- A task appears: “Call the client today”
- A tax invoice is prepared from the quote, with 5% VAT
- After confirmation, it goes to your e-invoicing provider
- The account manager gets the delivery task
- The client receives a reminder by email or WhatsApp
- The account manager sees an alert in the notification centre
- The reminder repeats every 7 days
Example rules. The trigger, the condition and the actions are chosen from the interface.
What gets automated in each part of the business
Each row links to the module page with the full details.
Leads
Enquiries from website forms, campaigns and online stores land directly in the CRM, with their source and an assigned owner.
Follow-ups and reminders
Sequences by email, SMS or WhatsApp after a quote, an invoice or a ticket, plus alerts for expired quotes and overdue invoices.
Quotes, invoices, payments
An accepted quote becomes a tax invoice, prepared for UAE e-invoicing, and the payment shows on the client record.
Online orders
Orders, products and customers from your online store sync into the CRM automatically.
Reports
Sales, lead and invoice reports go out by email on their own, at the time you set.
HR and attendance
Leave requests with approval and attendance move out of emails and spreadsheets into a tracked flow.
From enquiry to payment: what your team does, what Zarina CRM does
A complete sales flow, with the work split between your team and the rules in the CRM.
What comes off the manual workload
Tasks that companies do by hand today and that the platform takes over once it is configured.
The list shows types of tasks, not a calculation of time saved. The time gained depends on each company’s volume.
Connects to the rest of your tools
- Webhooks and REST APISigned webhooks and a REST API for the applications your company already uses. Integrations and API.
- Zapier and MakeFlows between the CRM and other services, without writing code from scratch. Zapier, Make and AI.
- AI assistant, optionalDrafted emails and quote descriptions, summaries on the client record, with Claude, ChatGPT or Gemini, on your own keys.
Stays with your team
- Negotiation and the relationshipZarina CRM reminds and prepares. The conversation with the client and the commercial decision stay with your account manager.
- Undefined processesA rule automates a clear process. If the process is not settled yet, we define it with you first, during implementation.
- ExceptionsCases outside the pattern go to a colleague, rather than being handled blindly by a rule.
Automations are not charged per action or per user.
On many subscription platforms, automations only appear in the expensive tiers and are billed every month, for every user. Zarina CRM is installed on your company’s server, with a licence paid once.
Integrations and automations in the CRM application
Native international integrations: online stores and marketplaces such as Amazon.ae and noon, couriers, payments, communication and productivity — no separately paid connectors and no extra development. Enter your company’s account details and the connection is live.
Amazon.ae
noon
Aramex
Emirates Post
Stripe
PayPal
Wafeq
Zoho Books
ClearTax
TallyPrime
Pagero
Messenger
Instagram
Google Calendar
Google Sheets
Google Forms
Zapier
Make
Questions about CRM automation
What is CRM automation?
CRM automation means rules that carry out the repetitive tasks in client relationships on their own: capturing leads, follow-ups, reminders, invoicing after a quote and reports. Your team sets up a rule once, and the system applies it every time.
Do I need to know how to code to create an automation?
No. Rules are defined from the interface by choosing the trigger, the condition and the action. For connections to other applications there are webhooks, a REST API and Zapier or Make.
Which automations matter most for a small business in the UAE?
Usually, automatic lead capture, follow-ups on sent quotes and reminders for overdue invoices. These are the tasks that slip most often when they are done by hand.
Are automations charged separately?
There is no cost per action or per user. Zarina CRM has a one-time licence, and what each package includes is on the pricing page.
Can automated messages go out on WhatsApp?
Yes. Follow-up sequences can use email, SMS or WhatsApp. WhatsApp Business integration.
How do automations work with UAE e-invoicing?
The invoice prepared from the quote is handed to the e-invoicing provider your company has appointed. Zarina CRM is not an accredited provider. UAE e-invoicing.
Can I test the automations before buying?
Yes, in the open demo, with no account needed. Setting up the rules on your own processes is part of implementation, included in the price.
Get the complete product sheet by email
A six-page document with everything you need to know before a sales conversation. No obligation and no sales call.
- The platform core and the 13 module packages, with what each one contains
- The features and modules of the edition you choose, plus available integrations
- Full pricing and what it includes: installation, training, data import, warranty
- The native integrations available and the situations where the platform is not a good fit
Take control of your operations, once
We install Zarina CRM on your hosting, configure it around your own workflow and train your team. From that moment on, the application is an asset of your company, not a recurring expense.