Synergia CRM · For the Business
A CRM that knows what the customer actually bought.
SynTrack CRM is customer relationship management software built into the SynTrack ERP by Synergia Soft, a Dubai-based ERP company, for B2B sales teams in the UAE and GCC. Standalone CRMs see promises; SynTrack CRM keeps every lead, quote and follow-up beside real orders, deliveries and outstanding balances — so your salespeople see the whole customer, not half of one.
Made to manage
Sales management for teams that sell on relationships.
Lead capture
Web enquiries, calls and referrals land in one pipeline — nothing lives in notebooks.
Pipeline stages
Deals move through your stages with value, owner and age visible.
Customer 360
Orders, deliveries, invoices and balance from the ERP — on the CRM card.
Quotations
Priced from your real price lists; approved quotes become orders in one tap.
Activities & visits
Calls, meetings and visits logged — with geo check-in for field teams.
Follow-up engine
Every deal has a next step and a date. Overdue ones chase the owner.
Targets
Monthly targets vs actual by salesperson, team and product line.
Segmentation
Customers by type, area, size and history — for campaigns that make sense.
Credit awareness
See a prospect’s balance and overdue status before promising terms.
Mobile CRM
The pipeline in the field, on Android — offline-friendly.
Team visibility
Managers see every deal and every stalled follow-up, live.
Sales analytics
Win rates, cycle length, lost reasons and forecast — by team and product.
The full list
Every capability, spelled out.
Leads & deals
- Multi-source lead capture
- Duplicate detection
- Deal stages & values
- Win/loss reasons
- Deal age & stall alerts
- Forecast view
Customer knowledge
- ERP-linked customer 360
- Order & delivery history
- Outstanding & aging visibility
- Contact & branch records
- Notes & documents
- Segmentation tags
Sales execution
- Quotation builder from price lists
- Quote approval workflow
- Quote-to-order conversion
- Activity & visit logging
- Follow-up scheduling
- Email/WhatsApp templates ready
Management
- Targets by rep & team
- League tables
- Pipeline reviews
- Lost-deal analysis
- Campaign tracking
- Auto-sync with ERP sales
The workflow
Capture, sell, learn — with the ERP watching your back.
Built for B2B
Built for B2B selling, GCC style.
Service Companies
Proposals, renewals and account farming.
Technology & Equip.
Demo-driven sales with serial-tracked fulfilment.
A day in the sales team
One sales day on SynTrack CRM.
An illustrative day for a B2B sales team, from pipeline review to follow-ups.
Pipeline review
The sales manager opens the pipeline by stage — values, owners and age — with stalled deals and overdue follow-ups flagged.
New leads assigned
Web enquiries, calls and referrals land in one pipeline; duplicates are detected and each lead is qualified and given an owner.
Visits in the field
Reps log visits on Android with geo check-in, and check the customer’s balance and overdue status before discussing terms.
Quotes from real prices
Quotes come from actual price lists, margin floors respected, with approval where needed and live ERP inventory alongside.
Deal won, order created
An accepted quote becomes a sales order in one tap. Delivery and the VAT invoice follow in the ERP, without retyping.
Next steps set
Every open deal has a next step and a date; overdue ones chase their owner, and targets versus actual stay live.
Who uses it
One customer record, every role around it.
Account managers
Leads, quotes, activities and follow-ups, with each customer’s orders, deliveries and balance on the card.
Field sales teams
Pipeline, customer 360 and visits on Android, beside SynTrack Field Sales for order-taking routes.
Field Sales →Sales managers
Targets versus actual, win rates, stalled deals and lost reasons — by rep and team.
Pricing approvers
Quotes routed for approval where your rules require it, margin floors respected.
Finance & credit
Sales sees balances and overdue status before promising terms — from the ledger finance closes.
Accounting & VAT →Owners & GMs
Pipeline and forecast beside real orders, deliveries and cash — one view, not two systems.
UAE VAT & eInvoicing
From won deal to compliant tax invoice.
In SynTrack, the CRM wins the deal and the ERP issues the invoice — with 5% UAE VAT, in Arabic and English, eInvoice-ready at the source.
5% VAT, FTA formats
The won deal is invoiced in the ERP as an FTA-format tax invoice, in Arabic and English.
eInvoice-ready at the source
Structured data, VAT treatment and required fields captured when the invoice is created.
UAE eInvoicing →Through an ASP
Exchange and reporting run through Accredited Service Providers (ASP) under the UAE mandate.
Field invoices too
Invoices created on the road — van sales and field sales — carry the same eInvoice-ready data.
Van Sales →Choosing a CRM
Eight questions to ask before you choose.
Whichever CRM you pick, these questions decide whether it helps a B2B team sell or just stores notes.
- Does the CRM show each customer’s real orders, deliveries, invoices and balance?
- Are quotes built from your price lists, with margin floors and approvals?
- Does an accepted quote become a sales order without retyping?
- Can salespeople see balance and overdue status before promising credit terms?
- Does every deal have a next step, with overdue follow-ups chasing the owner?
- Do field teams get an offline-friendly Android app with geo check-in?
- Can managers see targets versus actual, win rates and lost reasons by rep and team?
- Is the invoice after a won deal issued with 5% VAT, bilingual and eInvoice-ready?
We sit right next to it
CRM wins the customer. These are its neighbours.
Questions?
CRM — FAQs.
What is CRM software?
CRM (customer relationship management) software tracks every prospect and customer interaction: leads, pipeline stages, activities, quotations and follow-ups. SynTrack CRM is built into the SynTrack ERP, so it also shows each customer’s real orders, deliveries and outstanding balance.
Why is an ERP-connected CRM better than a standalone one?
A standalone CRM knows what salespeople typed. An ERP-connected CRM also knows what actually happened: what the customer ordered, what was delivered, what they owe. Quotes use real price lists, and won deals become orders without retyping.
Can it manage quotations?
Yes. Quotes are built from your actual price lists with margin floors respected, routed for approval if needed, and converted to sales orders in one tap when accepted.
Does it work for field sales teams?
Yes. The pipeline, customer 360 and activity logging work on Android in the field, alongside the SynTrack field sales app for order-taking routes.
Can managers see team performance?
Yes. Targets vs actual, win rates, pipeline by stage, stalled deals and overdue follow-ups — by salesperson and team, live.
Does SynTrack CRM handle UAE VAT and eInvoicing?
The CRM runs the pipeline; the SynTrack ERP it sits on issues the invoice, with 5% UAE VAT in Arabic and English. SynTrack prepares every invoice eInvoice-ready at the source and connects through Accredited Service Providers (ASP) for exchange and reporting under the UAE mandate.
Can salespeople see customers served by van sales?
Yes. Van sales invoices and collections post into the same SynTrack ERP that feeds the customer 360, so van customers show their orders, invoices and balance like any other.
Is SynTrack CRM available in Arabic?
Yes. Leads, quotations and follow-ups work in Arabic and English, and ERP invoices print in both languages.
How is SynTrack CRM priced?
Pricing is quotation-based: by the modules, users and branches you need, after a discovery call.
In Saudi Arabia
Runs in the Kingdom the way it runs in the UAE.
Sales teams in Saudi Arabia use the same SynTrack CRM, with leads, quotations and follow-ups in Arabic and English, connected to stock and invoicing.
- ع/EArabic and English screens and documents, with bilingual invoices in SAR.
- ZATCASynergia Soft is listed in ZATCA’s Solution Providers Directory for Phase 1 (e-invoice generation). Phase 2 is scoped to your business profile and confirmed in writing.
- KSASaudi clients include Barik International, ARS, Pro Serve and Hadeel.
Get started
Put your pipeline next to your ledger.
A 30-minute demo with your sales process: capture a lead, build a quote from real prices, and watch it become an order.
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