Mizantra CRM
From first enquiry to customer relationships
Mizantra CRM connects enquiry capture, Active Planner, WhatsApp, opportunities, forecasting and customer records so every commercial interaction has an owner, a history and a visible next action.
Active Planner and activity management
Give each salesperson a daily worklist for calls, meetings, visits, emails and follow-ups. Due and overdue actions, outcomes, completion status and next-action dates remain visible in the chronological customer history.
Omnichannel enquiry intake
Bring email, WhatsApp, website and API enquiries into one intake process. AI classification distinguishes new enquiries from ongoing discussions, orders, service, finance and spam; confidence thresholds route uncertain decisions to a human review queue with a recorded rationale.
WhatsApp connected to sales
Connect the company WhatsApp number, capture enquiries, create or update leads without duplicating contacts and link inbound and outbound messages to the relevant record. Approved templates, consent, delivery status, signed webhooks and controlled retries support governed communication.
Leads, accounts, contacts and opportunities
Capture company, contact, territory, industry, requirement, product interest, source, campaign, expected value, currency, priority, probability and closing date. Maintain multiple contacts, automatic references, duplicate controls, search, imports and accountable ownership.
Visual pipeline, scoring and forecasting
Review opportunities through configurable sales stages with controlled movement history. Automatic scoring explains commercial potential and engagement, highlights urgent or stalled opportunities and supports total and weighted revenue forecasts by owner and territory.
Assignment, cadences and sales automation
Assign leads manually, automatically or by round-robin using territory, source, product, industry or commercial rules. Coordinate multi-step email, WhatsApp and internal-task cadences while approval controls govern templates, automation and external communication.
Campaigns, territories and targets
Define territories and responsible team members, connect prospects and customers to campaigns and track source contribution. Set monthly targets for revenue, wins, leads, calls, visits, quotations and collections, then compare performance by salesperson and territory.
Lead-to-customer conversion and Customer 360
Convert a qualified lead into a customer account and optional draft quotation without re-entering data. Preserve the CRM reference and connect contacts, activities, opportunities, quotations, orders, invoices, receivables, service records, installed assets and communication history.
Connected ERP and commercial records
Continue from quotation to sales order, invoice and collection using a consistent customer record. Authorised users can view relevant finance, inventory and service context so sales conversations reflect the wider operational relationship.
Mizantra AI Assistant in English and Arabic
Ask contextual questions about follow-ups, opportunities, quotations and outstanding invoices in conversational English or Arabic. Prepare controlled actions such as creating or assigning a lead, scheduling follow-up or changing a stage, with confirmation and permissions for sensitive actions.
Management reporting and readiness
See open and unassigned leads, personal workload, due actions, pipeline value, forecasts, targets and recommended management actions. Implementation-readiness checks cover connected channels, assignment rules, permissions and sales coverage.
Security, governance and implementation
Role-based access, tenant-level separation, protected deletion, audit history and human review keep CRM and WhatsApp actions accountable. SAK Solutions maps the process, configures dependencies, tests representative scenarios and trains users by role.
Deployment and technical discovery
The deployment approach is agreed after reviewing user locations, connectivity, security, data ownership, integrations, WhatsApp dependencies and the organisation responsible for administration. The proposal records the agreed environments, access model, responsibilities and technical prerequisites rather than assuming one deployment pattern fits every client.
What implementation involves
Expect a structured discovery and process-mapping stage, configuration of roles and commercial rules, agreed data preparation and integrations, scenario-based user acceptance testing, role-focused training and a controlled go-live. Scope and timing depend on the modules, data condition, interfaces, decision availability and client resources confirmed during discovery.
Support after go-live
The agreed support plan identifies business and technical contacts, issue triage, response and escalation expectations, user assistance, defect handling and the route for enhancement requests. Support coverage and service levels are stated in the proposal and contract; they are not represented as a universal SLA on this page.
How pricing is scoped
Mizantra CRM pricing is prepared after the required users, capabilities and implementation scope are confirmed. The commercial proposal considers users and roles, selected capabilities, WhatsApp and other integrations, data preparation or migration, configuration, training, deployment responsibilities and the agreed support model.
Real product screens
See Mizantra CRM in use
These privacy-reviewed screens were captured from the working Mizantra application. Demonstration records are labelled; no private customer conversations are published.
Frequently asked questions
What is Active Planner?
Active Planner is the Mizantra CRM capability used to organise customer activities, responsibilities and follow-up in a shared workflow.
Does Mizantra CRM include WhatsApp?
Yes. It can connect the company WhatsApp number to enquiry capture, lead records, conversation history and approved messaging workflows. Account access, templates, consent and integration dependencies are configured for the implementation.
How does AI classification remain accountable?
Configured confidence thresholds control automatic lead creation. Uncertain messages go to human review, while the classification, confidence and rationale remain visible in the decision ledger.
Can the AI Assistant work in Arabic?
Yes. The Mizantra AI Assistant supports conversational English and Arabic for questions and controlled CRM actions, subject to user access, confirmation and the records available to that user.
Does CRM connect to quotations and finance?
Connected Mizantra records can carry qualified enquiry data into quotations and customer accounts, then provide authorised visibility into orders, invoices, receivables, inventory and service context.
Can it connect to our current systems?
Integration is assessed against the actual system, available interfaces, security requirements and data ownership before scope is confirmed.