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Automatic Payment Management and Automated Follow-Up Messages

Easily manage all payments in your business. Zarina CRM allows you to link each payment to an offer, monitor the payment status, and attach supporting documents. Everything is centralized and ready for generating detailed reports.

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  • Automated Follow-Up Messages
  • Update Payment Status in 1 Click
  • Attach Supporting Documents

Managing Payments in an Intelligent Way

Zarina CRM gives you complete control over payments received from clients. Each payment is linked to an offer or invoice, with real-time updated status and clear details about the amount, date, terms, and notes. Depending on the payment status (unpaid, delayed, partial, or complete), the CRM can automatically send personalized follow-up messages—reminding the client about payment or confirming the receipt of funds. This way, you eliminate delays and maintain professional commercial relationships.

Detailed Reports

Quickly analyze client payments, periods, statuses, or offers. Get complete visibility into overdue payments, balances, or outstanding amounts—all ready for export in Excel or PDF.

Real-Time Payment Status

See immediately if a payment is completed, delayed, partial, or overdue. Information is automatically updated based on client or team actions.

Advanced Payment Filtering

Quickly filter payments by Order Number, Client Name, Status, Total, and Payment Date. Ideal for reporting and financial control.

Automated Workflow

Each payment is automatically connected to the client profile, the offer, the issued invoice, the corresponding lead, and the interaction history—all integrated into a single, efficient workflow.

Automated Follow-Up Emails

Based on the payment status (unpaid, overdue, partial), the CRM automatically sends personalized follow-up emails—reminding clients about payments or confirming received funds.

Attached Documents

Quickly upload invoices, payment orders, contracts, or other relevant documents for each payment. Everything is saved in a centralized location, accessible anytime from your mobile phone or laptop.

Benefits of Managing Payments in a CRM

Save time, avoid errors, and have complete control over payments and financial statuses.

  1. – Monitor the status of each payment (unpaid, overdue, paid) in real-time
  2. – Add payment terms, notes, and customized conditions
  3. – Automatically send reminder emails for overdue payments
  4. – Attach supporting documents (payment orders, invoices, contracts)
  5. – Filter payments by client, offer, amount, or period
  6. – Avoid data loss—everything is centralized in the client profile
  7. – Quickly prepare financial reports and payment status summaries

How Zarina CRM Helps You Manage Payments

A complete system for tracking, documenting, and automating client payments.

  1. – Quick update of payment status with 1 click
  2. – Automatic connection with the offer, lead, and client profile
  3. – Automated follow-up activation based on payment status
  4. – Generation of detailed reports ready for export
  5. – Ability to attach multiple supporting documents
  6. – Synchronization with external invoicing system (optional)

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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