Request the service
Send your project details and we will get back to you with a plan and a suitable proposal on WhatsApp.
Documents usually required
- Current tools list
- Process description
Or open Monjez from the corner for instant chat
Process Automation (CRM, Accounting, HR)
CRM System
Customers, sales and follow-ups in one system connected to WhatsApp.
When customer data is spread across WhatsApp, spreadsheets and staff notebooks, many sales opportunities are lost. A customer relationship management (CRM) system gathers every customer, conversation, request and sales stage in one place and reminds your team to follow up on time. Tasami helps you choose a suitable ready CRM or build a custom one, then connects it to your channels and trains your team.
What we deliver
We connect your systems and automate repetitive tasks (WhatsApp, orders, alerts) to cut manual work.
What we need from you
- A short description of what you need
- Examples or links, if any
- City and business type, if relevant
Approximate timing
We reply with a quick initial proposal after receiving your brief — the timeline depends on the project size.
No prices on the site — we send a quote that fits your project on WhatsApp.
Other services in this category
FAQ
Ready or custom CRM?+
Ready systems are faster to start and suit most teams; custom suits special processes. We recommend after understanding how you work.
Can a CRM connect to WhatsApp?+
Yes, via the WhatsApp Business API so conversations and customers are logged automatically.
Do you migrate our current data?+
Yes, we migrate customer data from spreadsheets or previous systems after cleaning it.
Do you train staff?+
Yes, we train the team and prepare a short guide for daily use.
Who is CRM System for?
- Sales teams tracking leads manually.
- Companies receiving many inquiries over WhatsApp and the website.
- Service, real estate and training offices needing precise follow-up for each client.
- Businesses wanting clear sales performance reports.
CRM System steps with Tasami
- 1
We understand your customer journey from first contact to closed sale.
- 2
We recommend a ready system or plan a custom one for your needs.
- 3
We configure sales stages, fields, permissions and alerts.
- 4
We connect the system to WhatsApp and website forms and migrate existing data.
- 5
We train the team and follow usage in the first weeks to fine-tune details.
Tips before you start
- Start with simple sales stages and refine them with use.
- Clean existing customer data before migrating it.
- Assign an owner for every customer so follow-ups are not lost.
- Connect the system to the channels your customers actually use.
- Review sales reports weekly to benefit from the system.
Serving every city in the Kingdom
We set up CRM systems for businesses in Makkah, Jeddah, Riyadh, Dammam and every Saudi city, with remote or on-site training as agreed.