Idaratech CRM

Idaratech CRM puts your sales pipeline in your pocket. Built for sales teams already running on the Idaratech ERP platform, the app gives agents and managers the parts of the CRM they need in the field — the pipeline, the leads, the follow-ups — without opening a laptop. WHAT YOU CAN DO Work your pipeline See every lead laid out across your own pipeline stages, exactly as configured on web. Move stage by stage, review lead cards at a glance, and filter the board to bring the right leads to the top. Add leads in seconds Capture a new lead the moment you meet them. The form mirrors the fields your admin configured on web, including custom fields, so nothing is lost between the meeting and the CRM. Open the full lead record Tap any lead for the complete picture: contact details, upcoming activities, opportunities, and attachments. Edit section by section, upload a file straight from your phone, and act on the record without leaving the page. Keep activities moving Log a call, meeting, or task right after it happens — set the type, date, and time range, and add a note while the details are fresh. Then track everything in one list split into Done, Upcoming, and Overdue, and mark items complete as you go. Manage opportunities Add an opportunity to a lead, mark it Won or Lost, and keep the opportunity record current from wherever you are. Find any lead fast Search by full name, phone number, email, or opportunity name and watch the board narrow as you type. Filter by stage, rating, or tags, then reset it all in a single tap. Never miss an update Notifications bring every relevant CRM change to you. Switch to Unread to triage what is new, and tap straight through to the lead or opportunity involved. Same data, same rules The app runs on the same backend as your web CRM, so anything you do on mobile is immediately there on web, and the other way around. Access follows the roles you already use — CRM Admin, Sales Manager, and Sales Agent — with no extra setup. Arabic and English Full support for both languages, including complete right-to-left layout throughout the app. REQUIREMENTS Idaratech CRM requires an active Idaratech ERP account with access to the CRM module. The app is not a standalone product. If your organization is not using Idaratech yet, contact our team to get started.