Example client
Team member
Overview Orders Tasks Documents Lead
Order #1
In progress Services 3
Total SAR 18,500
Currency SAR
CRM Early access From the first enquiry to the next order.
Keep leads, clients, orders and tasks together, so your team knows who is responsible, what has happened and what needs to happen next.
Keep leads, clients, orders and tasks together, so your team knows who is responsible and what happens next.
Motaded CRM brings everyday customer work into one organised workspace, with an interface designed for English and Arabic.
- Leads to clients
- Orders with multiple services
- Tasks and follow-ups
- EN / AR
Every day
Keep the next step clear.
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Give every lead an owner
Assign enquiries, track their status and keep the details your team needs to follow up.
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Keep customer context together
Find client information, orders, documents and related tasks without piecing the story together from separate files.
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Make responsibilities visible
Give tasks an assignee, deadline and priority, so everyone can see what needs their attention.
Product tour
See how your team will use CRM.
Follow a lead, open a client record or check today’s tasks. Explore the places where everyday work happens.
Turn enquiries into organised follow-ups.
Keep contact details, sources, statuses and assigned users together. Add notes and tasks as the conversation develops.
- Status
- Owner
- Next task
Open the record. Understand the relationship.
Keep company and individual clients organised, with access to their orders, tasks, documents and original lead details.
- Client type
- Orders
- Lead tab
Bring the agreed services into one order.
Add multiple services with clear descriptions and editable prices, using one currency for the order.
- Services
- Prices
- Currency
Know what needs your attention today.
Organise work by assignee, deadline, status and priority. Link each task to the relevant lead, client or order.
- My Tasks
- Deadline
- Linked record
Keep client documents easy to find.
Store documents against the client and organise them using document types that fit your business.
- Client
- Document type
- File
From enquiry to client
Move the relationship forward. Keep the context.
One example, start to finish: the same enquiry becomes a client and a first order — and nothing gets retyped.
- 1
New enquiry
Contact Example clientSource WebsiteOwner TMCapture the enquiry
Add a lead with contact details, a source and an assigned team member. Import existing leads from CSV.
- 2New QualifiedCall loggedNote: wants three servicesTask: send proposal
Manage the follow-up
Update the status, add notes and create tasks. Record calls, meetings and emails as the conversation progresses.
- 3
Convert lead
Client createdOrder createdor use an existing client
Create the client and first order
Convert the lead into a client and create the first order — or attach the order to an existing client.
- 4
Example client · Lead tab
Original enquiry · Website3 notes carried overEarlier tasks · 2 doneContinue with the history in reach
Lead notes carry into the client record. Original lead details and tasks stay accessible.
Orders
One client. Multiple services. A clear order.
Bring the services agreed with your client into one order, with a description and price for each item. Create additional orders as the relationship grows, while keeping them connected to the same client.
- Multiple services in each order
- Editable service descriptions and prices
- One currency per order
- Tasks linked to the work they support
Example services and prices.
Order #1 · Example client
Currency: SAR
| Service | Price |
|---|---|
| Initial consultation Scope and requirements | SAR 2,500 |
| Implementation Set-up and configuration | SAR 12,000 |
| Monthly support First three months | SAR 4,000 |
| Total | SAR 0 |
Tasks & activity
Make the next handover easier.
Keep the task and its context together. Teammates can see what needs doing, who is responsible and which lead, client or order it concerns.
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A personal view of the work ahead
Use My Tasks to focus on assigned work, deadlines and priorities.
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Useful context for the next person
Add internal comments and log calls, meetings and emails so colleagues can pick up the conversation.
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A record of important changes
Follow key events such as lead conversion, order creation, status updates and task completion.
Logging an email records the activity in CRM — it doesn’t connect a mailbox.
Built around your team
Bring structure to the way you already work.
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Your lead statuses and sources
Configure how enquiries are categorised and tracked.
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Roles and permissions
Owner, Admin, Manager and Agent roles.
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Document types that fit your business
Organise client files using your own categories.
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A clearer management view
Basic reports: leads by status, task distribution and clients needing follow-up.
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English and Arabic
A bilingual interface, including right-to-left layouts.
Part of Motaded
Start with CRM. Explore the wider ecosystem.
Use Motaded CRM as a standalone product for customer relationships and team coordination. Platform, Human Resources and Accounting cover other parts of the business. Choose the products that match your needs as your company develops.
Motaded CRM
Clients, orders and team tasks
You are here
Motaded Platform
Company setup and official procedures
Motaded Human Resources
Employees and employment processes
Motaded Accounting
Invoices, payments and finances
Getting started
Bring your team and your customer work together.
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01 Set up your workspace
Configure lead statuses, sources and document types to match your business.
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02 Add your leads and clients
Create records manually or import existing leads from CSV.
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03 Assign the next actions
Give each lead an owner, create follow-up tasks and start managing the work in one place.
FAQ
Questions about Motaded CRM
Yes. Motaded CRM is designed to work as a standalone product. You do not need to use the company setup and government procedures features of Motaded Platform.
