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Custom CRM icon, part of the Customer Suite by OrbisDigitals

Standalone solutionCustomer Suite

Custom CRM

A CRM built around how your business actually works.

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Custom CRM
Omnichannel InboxWorks togetherAI Chat AgentBest togetherAI Call AgentWorks togetherAgent AssistWorks togetherSales CopilotBest together
  • Needs this first, or is the base for it
  • Best together
  • Works together

The challenge

Most CRMs force businesses into someone else's process. Teams end up with spreadsheets, notebooks and WhatsApp groups next to an expensive system nobody uses, and information about customers is scattered.

The solution

We build your CRM from an industry template and shape it to your own steps, names and team. It connects to your inbox, AI chat and call agents, so every booking, sale and conversation appears automatically in one place.

What Custom CRM does for your business.

Who it's for

  • Hospitals and clinics
  • Beauty salons and spas
  • Sales teams and B2B companies
  • Any business outgrowing spreadsheets

  • Fits your business

    Your stages, fields and words, not a generic system.

  • One source of truth

    Every customer, booking, deal and conversation in one place.

  • Less manual work

    Reminders, follow-ups and updates happen automatically.

  • Clear decisions

    Live dashboards for bookings, sales and team performance.

How we build your CRM

From your process to a system your team uses.

  1. StartDiscovery: how you work today
  2. StepChoose an industry template
  3. StepShape stages, fields and roles
  4. StepConnect inbox, AI agents and tools
  5. StepImport your existing data
  6. Your teamTeam training
  7. ResultGo live, then improve together
  • Start
  • AI step
  • Step
  • Your team
  • Decision
  • Result

  • Discovery

    We learn your real process, from first contact to repeat customer.

  • Templates

    Start from hospital, salon or sales templates to move fast.

  • Connected

    Bookings and sales from AI agents appear instantly.

  • Your data

    We move your spreadsheets and old systems into the CRM.

Everything included

  • Customer profiles

    Every call, chat, booking and purchase in one timeline.

  • Custom pipelines

    Stages named in your own words.

  • Calendars and bookings

    Staff schedules, rooms and resources.

  • Automations

    Reminders, follow-ups, tasks and alerts.

  • Quotes and invoices

    Create and track them from the CRM.

  • Dashboards

    Bookings, revenue, conversion and team targets.

  • Roles and permissions

    Each person sees only what they need.

  • Arabic and English

    Full interface in both, right to left ready.

A sales deal from lead to customerExample pipeline for a sales team.
New leadQualifiedMeetingQuote sentDecision
WonCustomer
LostReason recorded

How businesses use it

  • Hospitals and clinics

    Patients, visit history, doctor schedules, reminders and insurance status.

  • Beauty salons

    Clients, services, staff calendars, deposits, packages and loyalty.

  • B2B sales

    Leads, deals, quotes, invoices, follow-ups and sales targets.

  • Service companies

    Jobs, technicians, visits and customer feedback.

Getting started

We set everything up with you. Here is what the first weeks look like.

  1. 1

    Discovery workshop with your team

  2. 2

    We configure your CRM from a template

  3. 3

    Data import and connections

  4. 4

    Training, go live and ongoing improvements

Included with every OrbisDigitals solution

  • Setup with you

    We configure it around your business.

  • Training

    Short sessions for your team.

  • Arabic and English

    Built for teams and customers in the region.

  • Local support

    A named contact who knows your account.

Frequently asked questions

How is this different from an off-the-shelf CRM?

It's shaped around your process, names and team, and connected to your channels and AI agents from day one.

Can you move our existing data?

Yes. We import from spreadsheets and most existing systems.

Can we change it later?

Yes. As your business changes, we update stages, fields and automations.

Is it in Arabic?

Yes, the CRM works fully in Arabic and English.

Who can see what?

You set roles and permissions so each person sees only what they need.

Works with

How Custom CRM relates to the other solutions, from the compatibility table.

See Custom CRM working for your business

Book a demo and we'll show you how it fits your team, your customers and your channels.

Book a demo on WhatsApp Email orbisdigitals@gmail.com

Prefer a call? +962 77 778 4004 or +91 93726 14010