The challenge
As the business grew, sales information was spread across spreadsheets, email and messaging apps. Management had no reliable view of the pipeline, quotations were rebuilt by hand each time, and follow-ups depended on individual memory. Off-the-shelf CRMs were either too generic for a trading workflow or priced per user in a way that did not suit the team.
What we did
NHZ Global designed and built a CRM tailored to a trading operation and delivered it as a hosted service:
- Lead and customer records with full contact history and assigned owners
- Product catalogue with pricing feeding one-click, branded PDF quotations
- Pipeline stages from enquiry to quote to order, with automatic follow-up reminders
- Supplier records and purchase tracking alongside sales
- Dashboards and reports for management — pipeline value, conversion, activity per salesperson
- Role-based access and bilingual English/Arabic interface
The system is hosted, backed up and supported by NHZ Global under a monthly agreement, so new fields, reports and integrations are added as the business needs them.
The results
- Single source of truth for every customer and quotation
- Management visibility of the pipeline in real time
- Ongoing monthly support since 2024