Capability 01
Lead Management
* Lead Capture * Lead Import * Lead Sources * Lead Assignment * Auto Assignment * Lead Qualification * Lead Scoring * Lead Status & Stages * Follow-Ups * Lead Conversion * Lead History * Lead Analytics
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Yal CRM - Customer Relationship Management
Turn Every Customer Interaction Into Business Growth
Our Yal CRM platform helps businesses manage the complete customer lifecycle—from marketing and lead generation through opportunity management, sales, contracts, customer onboarding, service, and long-term relationship management. Bring your customers, sales teams, activities, communications, documents, and analytics together in one connected platform.
Enterprise readySecure by designIntegration friendly
01
Business-led
Outcome alignment
02
12
Core capabilities
03
Long-term
Operational ownership
Core features
Capabilities engineered for real operations.
A connected capability set designed around business workflows, operational visibility, security, and long-term scale.
12 active capabilities
Capability 02
Contact Management
* Contact Profiles * Contact Classification * Multiple Addresses * Phone & Email * Communication Preferences * Related Accounts * Activities * Documents * Notes * Interaction History
Capability 03
Account Management
* Customer Accounts * Prospect Accounts * Company Profiles * Branches & Locations * Key Contacts * Account Ownership * Account Hierarchy * Sales History * Contracts * Financial Overview * Account Activities * Customer 360° View
Capability 04
Deal & Opportunity Management
* Opportunity Creation * Sales Pipeline * Deal Stages * Deal Value * Probability * Expected Closing Date * Products & Services * Competitor Tracking * Sales Activities * Deal Team * Win / Loss Analysis * Revenue Forecasting
Capability 05
Activity Management
* Tasks * Calls * Meetings * Appointments * Follow-Ups * To-Do Lists * Reminders * Calendar * Activity Timeline * Recurring Activities
Capability 06
Campaign Management
* Marketing Campaigns * Campaign Audiences * Contact Lists * Lead Generation * Email Campaigns * SMS Campaigns * Campaign Responses * Campaign Leads * Conversion Tracking * Campaign ROI
Capability 07
Proposal Management
* Proposal Creation * Proposal Templates * Product & Service Selection * Pricing * Discounts * Terms & Conditions * Internal Approval * Version Control * Customer Submission * Proposal Tracking
Capability 08
Quotation Management
* Quote Creation * Product / Service Lines * Price Lists * Discounts * Taxes * Multi-Currency * Approval Workflow * Quote Revisions * PDF Generation * Quote Acceptance
Capability 09
Contract Management
* Contract Creation * Contract Templates * Contract Terms * Effective & Expiry Dates * Contract Value * Renewals * Amendments * Approval Workflow * Contract Documents * Expiry Notifications
Capability 10
Customer Service & Case Management
* Customer Cases * Support Tickets * Issue Classification * Priority & Severity * Assignment * SLA Tracking * Escalations * Resolution Management * Customer Communication * Case History
Capability 11
Customer Success
* Customer Onboarding * Customer Health * Customer Engagement * Satisfaction Tracking * Renewal Tracking * Upsell Opportunities * Cross-Sell Opportunities * Customer Surveys * Retention Analytics
Capability 12
Sales Order Management
* Quote-to-Order Conversion * Sales Orders * Product / Service Items * Pricing & Discounts * Tax Calculation * Order Approval * Fulfilment Status * ERP Integration * Invoice Integration
Highlights
Enterprise CRM Capabilities
Focused information organized for fast scanning and clear business understanding.
OUT-01
Multi-Company
Manage CRM operations across multiple companies.
OUT-02
Multi-Branch
Manage customers, leads, and sales teams by branch.
OUT-03
Team-Based CRM
Configure sales territories, teams, managers, and ownership.
OUT-04
Multi-Currency
Manage international opportunities, quotations, and contracts.
OUT-05
Role-Based Access
Control customer and sales information according to roles and responsibilities.
OUT-06
Workflow & Approval
Configure workflows for leads, opportunities, quotes, discounts, and contracts.
OUT-07
Web & Mobile
Enable sales teams to access customer information from anywhere.
OUT-08
Cloud Ready
Deploy as a scalable cloud-based CRM platform.
OUT-09
API Ready
Integrate CRM with enterprise and third-party applications.
OUT-10
Audit & Security
Maintain activity history, access controls, audit logs, and security policies.
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Industry Experiences
Manufacturing
Healthcare
Real Estate
Hospitality
Construction
Professional Services
Finance
E-Commerce
Education
Logistics
Enterprise capability framework
Key Business Benefits
Focused information organized for fast scanning and clear business understanding.
OUT-01
Better Lead Management
Capture, assign, qualify, and convert leads through a structured process.
OUT-02
Increased Sales Conversion
Give sales teams visibility and automation throughout the sales pipeline.
OUT-03
Complete Customer Visibility
Maintain one consolidated customer profile across sales, communication, finance, and support.
OUT-04
Sales Automation
Reduce manual work through workflows, reminders, approvals, and notifications.
OUT-05
Stronger Customer Relationships
Maintain consistent communication and understand every customer interaction.
OUT-06
Accurate Sales Forecasting
Use pipeline data to forecast expected revenue and sales performance.
OUT-07
Improved Customer Retention
Manage onboarding, service, satisfaction, renewals, and customer success.
OUT-08
Connected Business Operations
Integrate CRM with ERP, finance, projects, support, and other enterprise systems.
Related products
Extend your digital foundation.
product 01
Yal ERP - Enterprise Resource Planning
Connect Your Business. Automate Operations. Gain Complete Control.
product 02
Yal HRM & Payroll
Manage Your People. Automate Payroll. Build a Better Workforce.
product 03
Yal POS - Point of Sale & Retail Management
Sell Faster. Manage Smarter. Grow Everywhere.
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