CATIPRO - CRM
Intelligent Omnichannel CRM, Sales Pipeline & Customer Care Platform
Unify customer conversations, accelerate sales cycles, automate omnichannel service, and gain complete 360° visibility into every client touchpoint across phone calls, official WhatsApp, email, and meetings. Built natively for modern enterprise scale and Saudi Arabian business compliance.
Consolidates voice recordings, WhatsApp chats, emails, and tickets into one pane of glass.
Visual Kanban deal stages, predictive win scoring, and automated 1-click quotations.
Automated omnichannel ticket routing, multi-tier SLAs, and intelligent agent workload balancing.
Native ZATCA Phase-2 e-invoicing, Mada/STC Pay rails, and Saudi PDPL sovereign data residency.
The 6 Operational Pillars of CATIPRO - CRM
Designed from the ground up to replace fragmented point solutions with an integrated, high-performance customer relationship ecosystem.
360° Omnichannel Customer Profiles & Timeline
Eliminate fragmented data silos and deliver exceptional customer experiences. CATIPRO - CRM consolidates every customer interaction into a single, cohesive timeline. Whether a client calls your contact center, sends an official WhatsApp inquiry, emails your support desk, or meets with your sales team, your staff has immediate access to their complete relationship history, previous tickets, open deals, and custom attributes.
- Unified interaction timeline consolidating Voice, WhatsApp, Email, and SMS
- Dynamic custom fields, tag taxonomy, and corporate account hierarchies
- Automated lead ingestion from website forms, social campaigns, and surveys
- Bi-directional contact synchronization with Microsoft 365, Google Workspace, and ERPs
- Granular role-based access control protecting sensitive client data under Saudi PDPL
Visual Sales Pipelines & Deal Automation
Empower your sales organization to close deals faster with intuitive visual pipelines. CATIPRO - CRM provides drag-and-drop Kanban boards with customizable deal stages, automated task creation upon stage movement, win-probability calculations, and revenue forecasting. Sales reps can generate professional PDF quotations and contracts with a single click, complete with electronic signature tracking.
- Multi-pipeline Kanban boards with drag-and-drop stage progression
- Predictive deal scoring based on customer engagement and historical velocity
- 1-click quotation generation with dynamic line items, discounts, and VAT calculation
- Automated contract generation and integrated electronic signature tracking
- Quota management, pipeline health alerts, and sales representative commission tracking
Embedded Cloud Telephony & WebRTC Softphone
Turn your CRM into an enterprise contact center without purchasing external softphones or hardware PBXs. Operating entirely in the web browser via WebRTC, agents can place and receive crystal-clear voice calls with one click. Inbound calls instantly pop the caller’s 360° profile, while outbound calls automatically record dispositions, recording links, and duration.
- Native browser-based WebRTC softphone with zero downloads or hardware needed
- 1-click click-to-dial directly from customer cards, deals, and ticket records
- Intelligent inbound Automated Call Distribution (ACD) with interactive IVR menus
- Full stereo call recording with secure encryption and searchable playback archives
- Live supervisor dashboard with silent listen, private whisper coaching, and barge-in
Enterprise Helpdesk & Omnichannel Ticketing
Deliver prompt, professional customer support across every communication touchpoint. Inbound inquiries from WhatsApp, email, web chat, and telephony automatically generate prioritized service tickets. Service managers can configure multi-tier SLA policies with automated escalation triggers, canned macros for common inquiries, and automated post-resolution CSAT surveys.
- Automatic ticket creation across WhatsApp, Email, Web Chat, and Phone Calls
- Multi-tier SLA breach warnings, automated manager escalations, and priority queues
- Collaborative shared team inbox with internal notes, @mentions, and collision detection
- Canned response library, automated macros, and AI-suggested answers
- Automated Net Promoter Score (NPS) and Customer Satisfaction (CSAT) survey triggers
WhatsApp Marketing & Automated Drip Sequences
Engage customers proactively with targeted communications on their favorite channels. Utilizing the official Meta WhatsApp Business API, CATIPRO - CRM enables marketing and account teams to broadcast verified template messages, trigger personalized onboarding drip campaigns, and automate follow-ups based on customer behavior and deal status.
- Official WhatsApp Business API integration with verified green tick support
- Visual drag-and-drop journey builder for multi-channel automated drip sequences
- Dynamic audience segmentation based on purchase frequency, deal stage, and tags
- Personalized message templates with dynamic variable insertion and rich media
- Real-time delivery confirmation, open rates, click tracking, and conversion attribution
Saudi Enterprise Compliance & Regional Integrations
Engineered specifically for enterprises operating in Saudi Arabia and the GCC region. CATIPRO - CRM features native integration with ZATCA Fatoora Phase-2 for compliant B2B and B2C electronic invoicing with cryptographic stamps and QR codes. It natively supports Saudi payment rails and adheres to the National Personal Data Protection Law (PDPL).
- ZATCA Fatoora Phase-2 e-invoicing with automated cryptographic stamp generation
- Seamless integration with Saudi payment rails: Mada, STC Pay, Apple Pay, and HyperPay
- Strict adherence to Saudi Personal Data Protection Law (PDPL) with data residency in KSA
- Bi-directional enterprise ERP connectors for SAP, Oracle, Microsoft Dynamics 365, and Odoo
- Full bilingual support with flawless Arabic right-to-left (RTL) interface ergonomics
20 Purpose-Built Enterprise CRM Modules
Activate what you need today and scale effortlessly as your sales, service, and contact center operations expand.
Lead Management & Scoring
Automated lead ingestion, intelligent qualification rules, and activity-based lead scoring.
Visual Deal Kanban
Multi-pipeline deal tracking with customizable stages, deal velocity analytics, and win probabilities.
Quotations & Contracts
1-click professional PDF quotation generator with dynamic pricebooks, discounts, and e-signatures.
Sales Quotas & Commissions
Individual and team target tracking, real-time leaderboard, and automated commission calculations.
Revenue Forecasting
Predictive sales forecasting models based on historical closing cycles and weighted pipeline value.
360° Contact Profiles
Centralized view of every customer interaction, ticket, deal, call recording, and message.
Official WhatsApp Business
Native two-way WhatsApp messaging, template broadcasts, and automated chatbots directly in the CRM.
Browser WebRTC Softphone
Zero-install cloud calling with click-to-dial, crystal-clear audio, and automated call logging.
Inbound ACD & Smart Queues
Intelligent call routing based on agent availability, language skills, and customer priority.
SMS & Email Messaging
High-throughput SMS notification triggers and synchronized two-way email threads.
Omnichannel Helpdesk
Unified support ticketing converting WhatsApp, emails, and calls into trackable cases.
SLA Policy Engine
Configurable SLA rules, automated escalation chains, and breach warning notifications.
Shared Team Inbox
Collaborative conversation hub with internal notes, message assignments, and collision detection.
CSAT & NPS Surveys
Automated customer satisfaction surveys sent immediately after ticket resolution.
Customer Knowledge Base
Self-service customer support portal with searchable FAQs, guides, and ticket submission.
ZATCA Phase-2 Billing
Automated tax invoices and credit notes with cryptographic stamps and Phase-2 QR codes.
Saudi Payment Rails
One-click payment links supporting Mada, STC Pay, Apple Pay, and local bank transfers.
Saudi PDPL Governance
Consent management, sensitive field masking, and comprehensive audit logs for data protection.
ERP Bi-Directional Sync
Real-time data synchronization with SAP, Oracle, Microsoft Dynamics 365, and REST APIs.
Executive Analytics Studio
Customizable BI dashboards, pipeline conversion funnels, and agent productivity metrics.
Our 4-Stage Rapid Onboarding Framework
Guaranteed deployment within 4 to 6 weeks, complete with historical data migration, staff training, and zero business downtime.
Audit & Discovery
Workflow mapping, legacy CRM data audit, sales stage definition, and SLA benchmark alignment.
Setup & Integration
Custom fields, pipeline rules, official WhatsApp API connection, telephony IVR, and ERP integration.
Migration & Pilot
Customer data cleansing and deduplication, role-based access setup, and pilot group testing.
Launch & Continuous Scale
Company-wide go-live, dedicated Tier-3 support, live KPI tracking, and ongoing feature updates.
Enterprise Infrastructure, Resilience & Saudi Data Sovereignty
Cloud & On-Premise Deployment
Deployable on multi-tenant secure cloud or private dedicated sovereign cloud in Saudi Arabia compliant with CITC and NCA regulations.
High-Concurrency Data Engine
Engineered with PostgreSQL, TimescaleDB, and Redis caching to handle millions of interactions with sub-millisecond query responses.
Enterprise DevSecOps & Security
Full TLS 1.3 encryption in transit, AES-256 at rest, granular role permissions, and immutable audit logs complying with Saudi PDPL.
Ready to transform your customer relationships with CATIPRO - CRM?
Schedule a customized demonstration with our solutions engineering team today.
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