- contact@zarinacrm.ae
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Step 1: Add Clients to Your CRM Database
Simplicity and Efficiency in Client Data Management
The first step in managing your client relationships is adding them to your CRM database.
This can be done manually (individually) or through a much faster method — importing a CSV or Excel file in bulk.
If you already have a client list, there’s no need to enter them one by one. You can upload your entire client database within seconds.
Manual Entry: If you choose to add clients manually, the essential fields (name, email address, phone number, etc.) are simple and easy to fill in.
CSV/Excel Import: If you already have a file containing client details, simply select and import it into Zarina CRM.
It’s an efficient way to add hundreds or even thousands of clients without wasting time.
Advantage: Save valuable time while keeping your data accurate, organized, and ready to use from the start.
Step 2: Generating a Lead in Seconds
Speed and Precision in Lead Management
Once you’ve added your client, creating a new lead becomes incredibly fast. There’s no need to manually fill in details for each client or product. With Zarina CRM, you can generate a new lead in just a few seconds.
Quick Search: Type the first three letters of the client’s name, company. The system automatically searches and retrieves the client’s data from the CRM database.
Auto-Fill Feature: Once the client is identified, all essential fields (name, contact details, specific information) are automatically completed. No more manual entry.
Add a Product: After the lead is generated, simply click “Add Product”, choose the desired product or service from a predefined list, and press “Save”.
Process Duration: This entire step takes approximately 15–20 seconds. It’s fast, efficient, and lets you move seamlessly to the next stage.
Advantage: Save time and effort while keeping the process organized. You gain quick access to all client and product information, ensuring a smooth and productive workflow.
Step 3: Converting a Lead into an Offer
From Opportunity to Proposal in One Click
After generating the lead, Zarina CRM allows you to instantly convert it into an offer without re-entering any data. All client and product details are automatically transferred, ensuring accuracy and saving valuable time.
Automatic Data Transfer: The system uses the existing lead information (client name, contact details, and selected products or services) to automatically create a structured offer.
Customization: You can easily adjust quantities, prices, or additional notes before finalizing the offer. The system also supports multiple currencies and tax configurations for businesses across Dubai and the UAE.
One-Click Conversion: With a single click, the lead is converted into a professional offer ready to be sent to the client.
Advantage: Eliminate repetitive data entry, reduce human error, and accelerate your sales process — allowing your team to focus on closing deals instead of manual work.
Step 4: Converting an Offer into a Payment
Simplifying the Financial Workflow
Once an offer is accepted, Zarina CRM makes tracking payments fast and effortless.
Status Update: When the client accepts the offer, simply mark it as “Accepted” with one click. The system automatically updates the record and moves the offer into the “Payments” section.
Payment Recording: When the payment is made, change the offer status to “Paid.” Everything is handled automatically — no manual updates, spreadsheets, or document edits required.
Financial Tracking: You have full visibility over the status of every offer, payment, and transaction, all within a single platform.
Advantage: Save time, minimize errors, and maintain a clear, accurate overview of your financial flow — all with just a few clicks.
Boost Your Efficiency with Zarina CRM Dubai, UAE
Simplify your sales, manage clients effortlessly, and automate your daily tasks — all with one smart, integrated CRM platform designed for businesses in Dubai, Abu Dhabi, and across the UAE.
Dashboard
Real-time visualization of key performance indicators such as total leads, sent offers, payments, and tasks. Predictable actions with Zarina CRM Dubai.
Client Management
Organize and track client relationships while optimizing your sales and communication processes. Manage data quickly and efficiently.
Client Profile
Gather all essential client information in one place — contact details, documents, conversation history, sent offers, and transactions.
Lead Management
Create, track, and efficiently manage leads to improve your sales team’s performance and convert more leads into active clients.
Offer Management
Simplify the creation and tracking of offers to boost conversion rates. Monitor progress and optimize your sales proposals easily with Zarina CRM Dubai, UAE.
Product Catalog
Keep all your products and services organized in one place — names, prices, and details — enabling automatic completion in leads, offers, and generated documents.
E-commerce Orders
Automatically import orders from connected online stores — no manual actions needed. All information is centralized in Zarina CRM for fast processing.
Billing Management
Easily track and control all incoming payments. View statuses, client details, and financial summaries in one place for a complete financial overview.
PDF Generator
Create repetitive documents in seconds without extra effort. The automated module eliminates manual, time-consuming tasks, ensuring speed and consistency.
Documentation
Instantly publish important information about warranties, procedures, or files directly from the CRM — no technical knowledge required.
1-Click Invoicing
Issue invoices instantly with a single click through direct integration with SmartBill, Oblio, or FGO. Enjoy fast, accurate, and fully automated billing without effort.
Automated Reviews
Automatically send follow-up messages after completed or lost orders to collect real customer reviews. Quickly gain authentic feedback and full visibility.
Notification Center
Stay informed about everything that matters from a single hub — reminders, lead transfers, due dates, and critical events — all under your full control.
Smart Reminders
Schedule reminders for any important activity. At the set date and time, receive pop-up alerts and notifications in the Notification Center so you never miss a task.
Follow-Up System
Fully automate the follow-up process. Send personalized emails to clients automatically based on previous interactions and activities.
Tasks & Activities
Create and track tasks for each agent. Manage assignments efficiently to improve organization and team performance.
Detailed Reports
Monitor lead progress over time with clear, data-driven insights. Evaluate campaign results and measure team performance.
Activity Calendar
Plan and organize activities with ease. Schedule meetings, calls, and important events in an intuitive, smart calendar.
File management
Manage client-related documents such as contracts, offers, and PDFs — all searchable and easily accessible in one place.
Support Tickets
Create and track support tickets effortlessly. Handle client requests and issues quickly with organized, structured ticket management.
Transferring a Lead Between Team Members
If a lead needs to be handled by another colleague in your team, the transfer process is extremely simple. You’ll never have to worry about a lead being forgotten or overlooked again!
Step 1: Go to the “Transfer Lead” section.
Step 2: Select the colleague responsible for managing that lead.
Step 3: Click “Transfer”, and the lead will be automatically sent to the designated team member.
INSTANT NOTIFICATIONS
As soon as the lead is transferred, your colleague will receive an instant notification within the CRM system, along with an email alert to ensure no information is missed. Everything happens quickly, transparently, and efficiently.
Advantage: This simplified process allows your team to collaborate more effectively, ensuring that no important lead is ever lost and that every team member knows exactly what to do.
How Does the Task Management Section Work?
Zarina CRM allows you to manage tasks quickly and efficiently, improving your team’s organization and productivity:
Add Tasks – Create new tasks in seconds, add details, and set deadlines easily.
Monitor Status – View the progress of each task (new, in progress, or completed) and filter them by client or date.
Edit Easily – Update task details instantly with just one click.
Complete with One Click – Mark a task as “Completed” and move it automatically to the finished section.
This feature simplifies task management, enhances collaboration, and helps your team stay organized and productive every day.
Fast, Simple, and Efficient Customer Support
If a client opens a support ticket or if you need to create one on their behalf, the process is simple and efficient!
Step 1: Go to the “Customer Support” section and create a new technical ticket for the respective client.
Step 2: Enter the request details and open the ticket. The client will immediately receive an email notification informing them of the new support request.
Step 3: You can reply directly from within the CRM platform. Each time you send a response, the client is automatically notified by email and can reply in turn.
Instant Notifications
Every time a new reply is added, the client receives an instant email alert. The communication continues seamlessly, transparently, and efficiently — all within the same platform.
Advantage: This efficient support system enables continuous, easy-to-manage communication, ensuring that nothing is overlooked and every client receives the quick attention they deserve.
Activity Calendar & Scheduling
In Zarina CRM, managing appointments is extremely simple and efficient, helping you stay focused on what truly matters.
Step 1: Go to the “Appointment Calendar” section and add a new activity. You can set the date, time, client, and a short description of the activity (for example, a meeting, a business trip, or a video conference).
Step 2: After entering all activity details, click “Save” to add it to the team calendar. The activity appears instantly, allowing you to view short-term and long-term schedules with ease.
Step 3: You can edit or delete any scheduled activity whenever needed. All changes update instantly across the team calendar, ensuring everyone stays up to date.
Advantage:
This integrated scheduling system helps you organize activities quickly and efficiently, giving you full control over meetings, travel, and other planned events. Everything is centralized in one place, and smart notifications keep you informed at all times.
Optimize Your Business and Processes
Enhance your team’s performance and streamline your workflows with Zarina CRM Dubai.