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Automated Offer Creation and Instant Sending to Client

Organize and capitalize on every sales opportunity. Zarina CRM helps you collect leads from all sources, manage them centrally, and convert them into real clients through automation and intelligent segmentation.

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  • Instant Generation - One Click
  • Send Automatically to Client
  • Apply Dedicated Discounts

Instant Creation and Management of Offers

Zarina CRM allows you to create, edit, and send commercial offers in just a few seconds. Everything is automated: products are instantly completed, VAT and discounts are applied correctly, and the offer is ready for sending via email or WhatsApp. Say goodbye to offers in Word or Excel. With Zarina CRM, you have a fast, professional, error-free workflow that gives you complete control over each commercial proposal.

1-Click Generation

If you already have a saved lead, create a complete offer with just one click. Products, client data, and commercial terms are automatically completed, saving you time and ensuring accuracy.

Product Predictive Search

Simply type 3 letters and CRM will instantly suggest the products. Reduce human errors, enter the price correctly, and save time during the offer creation.

Smart Reminders

Set reminders for the next follow-up or delivery date. CRM will automatically notify you, ensuring you never miss any important actions or deadlines.

Personalized Discount

Automatically add products or services, including desired prices, discounts, VAT, and total calculation—ready to be sent.

Smart Offer Status

Select the offer status (e.g., Sent, Refused), and CRM will automatically generate follow-up emails to increase the conversion rate.

1-click Send

Send the offer directly from CRM with one click. The email is automatically generated and sent instantly to the client, without any extra steps.

Transfer Offer

Not your responsibility? Quickly transfer the offer to team members with one click—simple, clear, and no loss of information, keeping everyone on the same page.

Advanced Filtering for Offers

Quickly find any offer by client, company, status, number, or total value. Ideal for analysis, reporting, and efficient organization.

Fast Invoice 1-Click

Generate an invoice directly from the offer with one click. Client data, products, and prices are automatically pre-filled and sent to SmartBill.

Quick Contact

Instantly contact the client via phone, WhatsApp, or email—directly from CRM, with one click. Ideal for fast follow-ups with no time wasted.

Benefits of Automating Commercial Offers

Save time, reduce errors, and increase conversion chances with a smart offer generation system.

  1. – Create offers in seconds with just one click
  2. – Automatically fill in client data and products
  3. – Apply VAT and discounts without manual calculations
  4. – Send the offer directly via email or WhatsApp
  5. – Keep a centralized history for each offer
  6. – Reduce the risk of errors in prices or forms
  7. – Appear professional to the client with a clear, well-structured offer

How Zarina CRM Helps You Manage Offers

A fast, automated, and complete workflow integrated into your entire sales process.

  1. – Generate an offer with 1-click from the lead profile
  2. – Predictive product search and automatic completion
  3. – Add VAT, discounts per product, and instant total calculation
  4. – Send via email/WhatsApp with just one click
  5. – Change offer status (Sent, Accepted, Rejected, Expired)
  6. – Activate automated follow-ups based on status
  7. – Transfer the offer to a colleague and attach it to the client profile
  8. – Generate invoices directly within CRM Software

Dubai Companies that Reached New Levels of Success with Zarina CRM

Riyada Medical Group

"Zarina CRM Dubai helped us centralize all patient data and streamline our daily operations. Appointment scheduling and follow-ups are now fully automated, saving our staff hours every week. The platform has truly improved efficiency and the overall patient experience."

Dr. Amina Al Mansoori

Operations Director
Nasma Properties

"We were looking for a real estate CRM that could handle listings, offers, and client communication in one place. Zarina CRM UAE delivered exactly that. It’s intuitive, customizable, and perfectly fits the fast-paced property market in Dubai."

Khalid Al Rashid

Managing Partner
Altair Capital UAE

"As a financial firm, we needed a secure and reliable CRM to manage client portfolios and track communication. Zarina CRM Dubai provided full data control, automation for repetitive tasks, and insightful reporting — all in one platform."

Faisal Al Hamadi

Head of Operations
Bayadir Consultancy

"Zarina CRM Dubai has become the core of our client management process. From lead tracking to automated invoicing and follow-ups, everything runs seamlessly. It’s flexible, easy to use, and ideal for consultancy firms like ours."

Layla Al Suwaidi

Senior Consultant
Zafira Towers Dubai

"Zarina CRM gave us complete visibility over our projects, sales, and client interactions. The automation features and centralized data have boosted our team’s productivity and helped us close deals faster."

Omar Al Habtoor

Sales Director

Optimize Your Business and Processes

Enhance your team’s performance and streamline your workflows with Zarina CRM Dubai.

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