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Most CRMs fail because they are too rigid or too complex. We build Modified CRM Solutions that fit your exact sales process like a glove. Centralize data, automate follow-ups, and close deals faster with a system engineered for your business.
Most businesses in Dubai start their digital journey with good intentions. They subscribe to a popular, global CRM platform like Salesforce, HubSpot, or Pipedrive, expecting instant organization and sales growth. However, three months later, the reality sets in. The software is powerful, but it's designed for a Silicon Valley SaaS company, not a Real Estate firm in Business Bay or a Trading Company in Jebel Ali.
When software doesn't match your workflow, friction occurs. Sales teams stop logging calls because "it takes too many clicks." Managers stop checking dashboards because the data is incomplete. You end up paying monthly subscription fees for a glorified address book that nobody updates.
IT-Fort provides the antidote. We don't just sell licenses; we modify the CRM to fit your reality. We strip away the bloat, rename the fields, automate the busy work, and ensure the system works for you, not against you.
It means we tear down the default settings and rebuild the system infrastructure to mirror your actual business operations.
We delete the standard "Deals" module and create custom modules relevant to you. If you are in Real Estate, we build "Property Listings" and "Landlords." If you are in Logistics, we build "Shipments" and "Customs Clearance." The data fields capture exactly what you need—Passport Expiry, Cheque Numbers, or Trade License details—no more, no less.
Control your pricing and discounts. We engineer approval workflows where a sales agent can create a quote, but if the discount exceeds 10%, it automatically locks and triggers an approval request to the Sales Manager's phone. This protects your margins without slowing down the sales process.
Business in the UAE has specific requirements. We implement "Cheque Management" modules to track post-dated cheques (PDC) and set reminders for banking dates. We configure VAT-compliant invoice templates (5%) that can be generated and emailed directly from the CRM with one click.
Features that drive growth, not just data storage.
Never let a lead go cold. We set up "If/Then" logic. If a lead enters the system, then send a welcome email immediately. If no reply in 3 days, then create a task for the sales agent to call.
In the UAE, business happens on WhatsApp. We integrate the official WhatsApp Business API directly into your CRM. Logs chats automatically, send templates, and centralized communication so data isn't lost on personal phones.
CEOs don't need raw data; they need insights. We build custom visual dashboards showing Pipeline Value, Conversion Rates by Agent, and Revenue Forecasts vs. Targets. Know your business health at a glance.
Your CRM shouldn't be an island. We build custom API connectors to sync data with your ERP (SAP/Oracle), Accounting (Xero), or Marketing tools (Mailchimp), creating a "Single Source of Truth."
Protect your client database. We configure granular permissions so junior sales staff only see their own leads, while managers see the full team view. Prevents data theft and export.
Sales happens in the field. We optimize the mobile app interface of your CRM so your team can log meetings, scan business cards, and update deal stages while sitting in the client's parking lot.
As a company deeply rooted in Cyber Security services, we do not treat CRM security as an afterthought. We apply the same rigorous standards to your sales data as we do to network infrastructure.
Data Residency: For government and semi-government clients in the UAE, we ensure data hosting complies with local regulations, utilizing UAE-based data centers (like AWS Middle East or Azure UAE North) to keep your sensitive information within the country borders.
Audit Trails: Every action in the system is logged. If a user deletes a contact, exports a list, or changes a deal value, the system records the "Who, What, and When." This provides total accountability and deters internal data theft.
A CRM cannot function in isolation. We turn it into the central hub of your business by connecting it to the tools you already use every day.
Click-to-call directly from the CRM. Automatically record calls and log them under the client's profile for quality assurance.
Sync with Xero, QuickBooks, or Zoho Books. When a deal is won, an invoice is automatically generated, bridging sales and finance.
Connect Mailchimp or HubSpot Marketing. See exactly which email campaigns a lead opened before you call them.
In Dubai's fast-moving property market, speed is everything. We modify CRMs to handle "Listings" and "Viewings" instead of generic products.
For PRO services and consultants, the product is "Time" and "Process." We customize pipelines to track visa applications and trade license renewals.
Managing stock, routes, and credit limits. We integrate the CRM with inventory systems to give sales reps real-time stock visibility.
For training centers and institutes. We reconfigure the CRM to manage "Students," "Courses," and "Batches."
We don't touch software yet. We sit with your sales team, shadow your managers, and map out your ideal process on a whiteboard. We identify bottlenecks and define the data fields you actually need.
Our engineers configure the CRM. We remove the bloat, rename fields to match your industry jargon (e.g., changing "Deal" to "Tenancy Contract"), set up the automation rules, and build your report dashboards.
The scary part—made safe. We clean your messy Excel sheets or export data from your old legacy system, deduplicate it, and import it into the new system. Then, we connect your email, website forms, and WhatsApp.
The most critical step. We run hands-on workshops with your team. We don't leave until every sales agent feels comfortable creating a lead and logging a call. We provide "Cheat Sheets" and video tutorials.
Stop letting leads slip through the cracks. Let IT-Fort build the sales engine your business deserves.