Everything You Need to Close More Deals
From first contact to closed deal and beyond — Fintilty CRM gives your team the tools to deliver exceptional customer experiences at every stage.
Omnichannel Communication Hub
WhatsApp, email, SMS, voice calls, social media, and web chat — all funneled into one unified inbox. Never miss a conversation.
AI-Powered Sales Assistant
AI-drafted replies, follow-ups, lead scoring, and smart next-step suggestions. Let intelligence guide your sales team to close faster.
Deal Pipeline Management
Visual kanban pipeline with drag-and-drop deal stages. Track revenue forecasts, win rates, and every opportunity in real time.
Lead Management
Automatic lead capture from all sources with scoring, assignment rules, and conversion tracking. Turn more leads into customers.
Real-Time Dashboard & Analytics
Live sales dashboards, custom reports, KPIs, and team performance leaderboards. Make decisions backed by real data.
Social Media Management & Scheduling
Schedule posts across platforms, track engagement and mentions, and capture leads from social media — all from one place.
Team Management & Performance
Role-based access, activity tracking, quotas, and performance leaderboards. Keep your sales team aligned and motivated.
Automated Workflows & Notifications
Trigger-based automation, email sequences, drip campaigns, task assignment, and reminders — eliminate the busywork.
Calendar & Appointment Booking
Integrated meeting scheduler with automatic calendar sync and reminder notifications. Never double-book again.
Bilingual & Global Ready
Full Arabic and English support with right-to-left interface. Bilingual data, reports, and customer communications.
Blog & Content Management
Built-in CMS for content marketing with SEO-optimized blog posts and lead capture from your content.
Security & Reliability
Enterprise-grade data encryption, role-based access control, and audit logs. Your data is safe and compliant.
Onboarding & Getting Started
Guided setup wizard, data import and migration tools, and training resources to get your team running fast.
About Fintilty CRM
One CRM. Every conversation. Full visibility.
Fintilty CRM is a cloud-based customer relationship management platform that connects your sales, marketing, and support teams in a single workspace. From lead capture to closed deal and post-sale support, you get a complete view of every customer interaction.
It is designed for businesses that need more than a contact list and less than a bloated enterprise suite. Enable the channels you need — WhatsApp, email, SMS, voice, social — without switching systems as your team grows.
Al-Ufuk Technology
Mohammed Al-Otaibi — Procurement
Deal Value
120,000
Recent Activity
Hi, I'd like to learn about your pricing
Custom proposal sent to client
Follow-up — client interested in Enterprise plan
Moved deal to "Negotiation" stage
Not another CRM. A system built for how Saudi businesses actually sell.
Most CRMs are either too simple or too complex. Fintilty CRM is purpose-built for the Saudi market with local compliance, omnichannel support, and AI built in — not bolted on.
Every customer journey, end to end.
Fintilty CRM connects the full chain of customer interactions — from first touch to closed deal to ongoing support — so nothing falls through the cracks.
Lead to Customer
7 steps
Capture leads from WhatsApp, web forms, social media, or manual entry
AI scores and qualifies each lead based on engagement and fit
Auto-assign leads to the right sales rep based on territory or round-robin
Rep follows up with AI-drafted messages and tracks every interaction
Lead converts to a deal in the pipeline with full history attached
Deal progresses through stages with automated reminders and tasks
On close, customer record is created with complete interaction timeline
Deal Pipeline
7 steps
Create a deal linked to a customer or lead with expected value and close date
Move the deal through customizable kanban stages via drag-and-drop
AI forecasts revenue and flags deals at risk of stalling
Add tasks, notes, and attachments at any stage
Manager reviews pipeline in live dashboard with win-rate analytics
On win, trigger onboarding workflow or handoff to support
On loss, log reason and schedule re-engagement follow-up
Support Ticket Lifecycle
6 steps
Customer reaches out via WhatsApp, email, phone, or web chat
Ticket is automatically created and categorized by AI
Ticket is assigned to the right agent based on topic, language, or availability
Agent resolves the issue with internal notes and knowledge base references
Customer receives resolution notification and satisfaction survey
Ticket is closed with full resolution history and response-time metrics
Social to Lead
6 steps
Marketing team schedules posts across Instagram, X, LinkedIn, and Facebook
System tracks engagement, mentions, and DMs in real time
New followers and commenters are captured as leads automatically
AI scores social leads based on engagement level and profile fit
Qualified social leads are assigned to sales for immediate follow-up
Full social interaction history is attached to the customer record
Connect Every Channel. One Inbox.
WhatsApp, email, SMS, voice calls, social media, and web chat — all funneled into one unified inbox. Never miss a conversation.
Instant messaging with customers
Automated email sequences
Documents
File sharing and management
AI Chatbot
Intelligent auto-responses
Webhooks & API
Custom integrations via API
Ready to Transform Your Customer Relationships?
Bring your leads, deals, conversations, and analytics into one powerful workspace. Start closing more deals with Fintilty CRM.
Fintilty CRM — One CRM to Manage Every Customer Relationship