Stage gates, quotas, deal approvals, cadences, territories, and live sales dashboards
Tawazun CRM Pro
An enterprise sales solution for stage gates, role hierarchy, quotas and forecasting, deal approvals, sales cadences, territories with SLA, Account 360 with health scores, lead scoring, and live dashboards — connected to sales, invoicing, and contacts, fully translated to Arabic with right-to-left layouts.
Enterprise sales solution
Product overview
Tawazun CRM Pro gives sales teams a structured way to run the pipeline: guided paths, quotas, approvals, cadences, territories, and live dashboards. Directors see the whole organisation, managers see their team, and reps work from My Day. Every rule, gate, policy, score, and dashboard is configured from the interface — no custom code required.
Seven live sales dashboards with nine widget types, period and team filters, TV mode, and Excel export
Monthly or quarterly quotas per salesperson with forecast categories, hierarchy roll-up, manager adjustments, and weekly snapshots
Guided sales path with stage guidance, time in stage, checklists, required fields, and audited manager overrides
Conditional multi-level approvals on quotations, order confirmation, stage entry, and commit, with automatic escalation
Account 360 with open pipeline, fiscal-year revenue, receivables, buying committee, unified timeline, and a 0–100 health score
My Day for overdue activities, cadence steps, new leads near SLA, and one-click call, email, or complete
Multi-step sales cadences mixing automatic emails, manual emails, calls, and tasks, with reply detection and exit rules
Nested territories with round robin, load balancing, weights or a manual queue, plus response SLA and reassignment
Role hierarchy, deal teams, and revenue splits counted in the forecast and the sales order
Explainable lead scoring with A–D grades and duplicate rules that warn or block on email, domain, phone, or name
System modules
- Sales Dashboards
- Quotas & Forecasting
- Sales Path & Stage Gates
- Deal Approvals
- Account 360
- My Day
- Sales Cadences
- Territories & SLA
Mobile app
- My Day list of activities, cadence steps, and new leads waiting for first contact
- Call, email, or mark a step done from the opportunity
- Review pipeline, quota attainment, and deals at risk on live dashboards
- Approve or reject quotations, orders, and stage moves from the approval queue
- See Account 360 health, receivables, and the latest customer timeline
- Work in Arabic or English with right-to-left layouts
Integrations
- CRM pipeline
- Sales orders
- Invoicing & receivables
- Contacts
- Helpdesk tickets in the health score
- Email cadences
Business value
What your company gets
Controlled operations connected to Odoo workflows, mobile activity, approvals, accounting, dashboards, and management reporting.
Give directors a live view of pipeline, quota, win rate, and deals at risk
Stop deals moving forward without the required fields, checklist, or approval
Assign leads by territory with a response SLA instead of a shared inbox
See customer health, receivables, and buying committee on one Account 360 tab