Modules and features

All Zarina CRM modules, what each one contains and the package that includes it

Zarina CRM is sold in 3 packages: START, PRO and BUSINESS. You pay once, install it on your company’s server and work with unlimited users. Below is every module, the package from which it is included and its own detail page.

Perpetual licenceUnlimited usersInstalled on your company’s serverNo recurring subscriptions
Full catalogue

The platform’s modules, grouped by type of activity

Search straight for the module you need, or browse the groups. The label on the right shows the package from which each module is included: START, PRO or BUSINESS.

Included in every package

What you get in any of the 3 packages

The base of the platform is the same in START, PRO and BUSINESS. The higher packages add modules on top of it, they do not replace it.

  1. Records of clients and partnersComplete records, relationship history, attached documents, fields of your company’s own and access controlled by role.
  2. Leads and sales pipelineEnquiries come in, get an owner and move through stages, with an estimated value and a reason when lost.
  3. Basic reports and searchSimplified reports on clients, leads and partners, plus quick search across the whole application.
  4. Reminders and notificationsDeadlines have an owner and a date, and the alerts arrive beforehand, not afterwards.
  5. Users, roles and audit logUnlimited users, rights per module through the access matrix, and a history on every record.
  6. Dashboard, custom fields and 15 languagesUp-to-date indicators, a structure adapted to your field and an interface in 15 languages, with right-to-left display for Arabic.
Main modules

The most frequently requested modules, in brief

Six modules that change the way a company works the most. The rest are in the catalogue above.

Invoicing and e-invoicing

Tax documents issued inside the CRM, with a compliant XML file

  • Proformas and tax invoices, with configurable series and numbering
  • XML in UBL 2.1 format, checked before it is uploaded
  • Connection to your accounting provider, on your own account
Module details

WhatsApp Business

Meta’s official platform, connected to the client record

  • Messages received and sent stay in the client’s history
  • Templates approved by Meta, filled in with data from the CRM
  • Your company’s number, with the cost of messages paid directly to the platform
Module details

Orders from online stores

Orders from platforms and marketplaces, in one place

  • Capture from WooCommerce, PrestaShop, Shopify and marketplaces
  • The order status is sent back to the sales platform
  • Invoicing and dispatch continue in the same flow
Module details

Automations and follow-up

Continuous follow-up even when the team is busy

  • Sequences on leads, quotes and invoices, stopped at the first reaction
  • Tasks, stage changes and escalation to the coordinator
  • A log of what was sent, on each client’s record
Module details

Reports and dashboard

Decisions on data entered only once

  • Up-to-date indicators on sales, payments, tasks and support
  • Scheduled reports, emailed automatically
  • Access to reports granted by role, from the module matrix
Module details

Zarina SMART

Analysis with external models, on your own key

  • Sends only the data needed for the analysis to Claude, ChatGPT or Gemini
  • The access key and the cost of usage stay with your company
  • The module makes no decisions and takes no action on its own
Module details
The full flow

From first contact to confirmed payment

The same information, entered once, travels through every stage with no copying between programs.

  1. The enquiry arrivesFrom the form on your website, from a campaign, from a marketplace, from WhatsApp or through the API. The source is recorded.
  2. The lead gets an ownerAutomatic assignment by rules, immediate notification and a first-contact task with a tracked deadline.
  3. The quote goes out from dataProducts, prices and terms taken from the platform, with a web page for acceptance and open tracking.
  4. The documents are generatedContract, annexes and tax invoice, from your own templates, with no retyping and no copying errors.
  5. Execution is trackedTasks, stock, delivery, callouts or events, depending on the field of activity.
  6. Payment closes the cyclePayment link, automatic confirmation from the processor, the balance tracked and reminders sent on time.
Connected ecosystem

Integrations and automations in the CRM application

e-invoicing, online shops and marketplaces, couriers, payments, communication and productivity. You enter your company’s account details and the connection is live, with no connectors paid for separately.

WooCommerce integration with Zarina CRMWooCommerce
Shopify integration with Zarina CRMShopify
PrestaShop integration with Zarina CRMPrestaShop
Trendyol integration with Zarina CRMTrendyol
Amazon.ae integration with Zarina CRMAmazon.ae
noon marketplace integration with Zarina CRMnoon
Aramex courier integration with Zarina CRMAramex
Emirates Post integration with Zarina CRMEmirates Post
Stripe integration with Zarina CRMStripe
PayPal integration with Zarina CRMPayPal
Wafeq e-invoicing integration with Zarina CRMWafeq
Zoho Books integration with Zarina CRMZoho Books
ClearTax e-invoicing integration with Zarina CRMClearTax
TallyPrime integration with Zarina CRMTallyPrime
Pagero e-invoicing network integration with Zarina CRMPagero
WhatsApp Business integration with Zarina CRMWhatsApp Business
Messenger integration with Zarina CRMMessenger
Instagram integration with Zarina CRMInstagram
Facebook integration with Zarina CRMFacebook
Meta Conversions API integration with Zarina CRMMeta Conversions API
Zadarma integration with Zarina CRMZadarma
3CX integration with Zarina CRM3CX
Brevo integration with Zarina CRMBrevo
Google Calendar integration with Zarina CRMGoogle Calendar
Microsoft Outlook integration with Zarina CRMMicrosoft Outlook
Google Sheets integration with Zarina CRMGoogle Sheets
Google Forms integration with Zarina CRMGoogle Forms
Google Ads integration with Zarina CRMGoogle Ads
Zoom integration with Zarina CRMZoom
Google Meet integration with Zarina CRMGoogle Meet
Zapier integration with Zarina CRMZapier
Make integration with Zarina CRMMake
Claude integration with Zarina CRMClaude
ChatGPT integration with Zarina CRMChatGPT

Subscriptions to the external services remain your company’s own. The platform does not intermediate payments and adds no commission.

How to buy

3 packages, the same CRM

Each package includes everything in the one before it. You pay once, with no per-user fee. The details are on the pricing page.

START — $2,900

Clients, leads, pipeline, quotes and documents, tasks and calendar.

  • Clients, partners, leads, pipeline
  • Quotes, documents, electronic signature
  • Tasks, synced calendar, reminders
  • Unlimited users, roles, two-factor sign-in

PRO — $3,480

Everything in START, plus invoicing, stock, communication, automations and the modules of your edition.

  • Invoicing, UAE e-invoicing, payments
  • Stock, online orders and courier waybills
  • WhatsApp, Messenger, Instagram, email marketing
  • Automations, projects, service

BUSINESS — $4,640

Everything in PRO, plus Zarina SMART, the field app, telephony and human resources.

  • Zarina SMART, with Claude, ChatGPT or Gemini
  • Field app, works even without signal
  • Integrated telephony, connectors and API
  • HR, WPS payroll, recruitment, events

Perpetual licence

One payment for the chosen package.

  • No monthly subscription
  • No per-user cost
  • Installed on your company’s server
  • The platform keeps working without maintenance

Unlimited users

The team grows without renegotiating the licence.

  • No per-head fee
  • Individual accounts, not shared
  • Rights per role
  • Immediate suspension when someone leaves

Editions by field

Packages already configured for your type of activity.

  • Sales, retail, services, construction
  • Medical, real estate, hotels
  • The same base in every edition
  • See the solutions by field
Data and responsibility

Where the data sits and who has access to it

The platform is installed on your company’s infrastructure. There is no copy of the data at the vendor.

  1. Installed on your company’s serverThe database, the files and the logs stay in your infrastructure, on your own server or at the hosting provider you choose.
  2. Access by role, not by trustEach user sees what their role allows. The right to export is separate from the right to view.
  3. An operations logLogins, changes, exports and deletions are recorded, with author and moment.
  4. Passwords stored as derivativesPasswords are kept with bcrypt, not in clear text, so they cannot be read from the database.
  5. External services are optional and explicitConnections to invoicing, shops, payments or analysis models are activated by you, with your own keys.
  6. Responsibility for the data stays with the companyWe deliver, configure and maintain the platform. The controller of the personal data remains your company.
Case studies

What actually changed in these companies

Three implementations from different industries, described by what was done before and what happens now in the CRM application.

EventsHighLife Events SRL
Before
Thousands of attendees, corporate partners and sponsors tracked in separate files, with payments checked by hand before every conference.
In Zarina CRM
One pipeline for attendees, partners and sponsors, with payments monitored in the platform and access granted automatically once payment is confirmed.
Sorana AmuntenceiProject coordinator
ConstructionPavMar Beton SRL
Before
Teams coordinated across several sites at once, with execution times and proof of work gathered from chats and paper.
In Zarina CRM
Work assigned as tasks on a Gantt chart, real production times tracked on site, and reports and proof attached directly to the project record.
Marian MilcuManaging director
MedicalClinica Lauderma
Before
Patient records holding sensitive data, and doctors’ schedules kept separately from patient records.
In Zarina CRM
The platform installed on the clinic’s own server, with patient records kept entirely in-house and doctors’ appointments managed in the same application.
Dr Laura Gheuca SolovastruSenior consultant dermatologist
CRM implementations

Companies that have trusted Zarina CRM

Metod Sistem - Zarina CRM clientMetod Sistem
SICC Project Services - Zarina CRM clientSICC Project Services
Lapis Residence - Zarina CRM clientLapis Residence
Onyx Residence - Zarina CRM clientOnyx Residence
Iași Clinical Hospital of Pulmonology - Zarina CRM clientIași Clinical Hospital of Pulmonology
Regional Office for Cross-Border Cooperation Iași - Zarina CRM clientRegional Office for Cross-Border Cooperation
Arpa Imobiliare - Zarina CRM clientArpa Imobiliare
Rubin Capital - Zarina CRM clientRubin Capital
Hotel Palas Grand View - Zarina CRM clientHotel Palas Grand View
Grey Boutique Hotel Palas - Zarina CRM clientGrey Boutique Hotel Palas
Bucovina Resort and Spa - Zarina CRM clientBucovina Resort & Spa
HighLife Events - Zarina CRM clientHighLife Events
PavMar Beton - Zarina CRM clientPavMar Beton
Clinica Lauderma - Zarina CRM clientClinica Lauderma
Axa Traduceri Iași - Zarina CRM clientAxa Traduceri
AFQ Accounting - Zarina CRM clientAFQ Accounting
Moldo Garage - Zarina CRM clientMoldo Garage
Zuzu Land - Zarina CRM clientZuzu Land
Ziarul Unirea - Zarina CRM clientZiarul Unirea
Meat Me Up Belgium - Zarina CRM clientMeat Me Up Belgium
Joues et Croquettes Belgium - Zarina CRM clientJoues et Croquettes Belgium
Frequently asked questions

Questions about modules and licensing

Do I have to buy all the modules?

No. Zarina CRM is sold in 3 packages: START, PRO and BUSINESS. Choose the package that covers the modules you need. The label in the catalogue shows from which package each module is included.

How much does a module cost?

Modules are not sold separately, but in packages: START costs $2,900, PRO $3,480 and BUSINESS $4,640, paid once. What each package contains is on the pricing page.

Is the licence paid monthly?

No. The licence is perpetual, paid once for the chosen package, with no recurring subscription and no per-user cost.

How many users can I add?

Unlimited. The number of accounts does not affect the cost of the licence.

Can I buy a single module?

No. Modules are included in packages, so the price stays simple and predictable. Choose the package that covers what you use.

Where is the platform installed?

On your company’s server or with the hosting provider you choose. It is not a subscription service, and the data is not stored with us.

What happens if I do not continue maintenance?

The platform keeps working. Maintenance covers updates, support and adjustments, not the right to use it.

Are integrations paid separately?

The connectors are included in the package that contains the module. What is paid separately are the subscriptions to external services: the accounting software, the campaign platform, the payment processor, the artificial intelligence provider.

Do modules depend on each other?

Some do, but you do not need to keep track of them: each package already contains the modules that the ones included in it depend on.

How do I choose the right package?

Starting from your real workflow. START covers clients, sales and quotes. PRO adds invoicing, stock, communication, automations and the modules specific to your field. BUSINESS adds artificial intelligence, the field app, telephony and human resources.

Product sheet

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.

  • All the modules of the platform and the package that includes each one
  • The features and modules of the edition you choose, plus available integrations
  • The 3 packages and what the price includes: installation, video guides, data migration, warranty
  • The native integrations available and the situations where the platform is not a good fit

No monthly subscription

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.

More modules in Zarina CRM

Every module below is part of the same application, installed on your own server. Open any of them to see what it does and how it connects to the rest of the CRM.