Company operating system

Company operating system

One system for digital companies: from the first lead to the entry in the books.

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Overview

Every department talks to the next: a client who came from a campaign becomes a deal, the deal an invoice, and the invoice a journal entry. The system brings sales and clients, channels and conversations, marketing and production, work and the team, and money into one place — with clear permissions, in Arabic and English.

Modules

Each module appears to a user according to their permissions.

  • Sales & clients

    • A CRM for leads and deals
    • Follow-ups and quotations
    • Lead scoring and sales stages

  • Channels & conversations

    • A unified inbox for every platform
    • A smart bot that replies to clients
    • A knowledge base for the team

  • Marketing & production

    • Campaigns and budgets from inside the system
    • A monthly and weekly content calendar
    • Review and approval before publishing

  • Work & team

    • Tasks with an owner, status and due date
    • A “My day” screen and workload
    • Attendance, timers and work schedules

  • Money

    • Tax invoices and withholding
    • Cash drawers and bank accounts
    • Automatic posting to the books
    • Multiple currencies and exchange rates

  • Intelligence & automation

    • One dashboard for each role
    • No-code automation rules
    • Revenue and cash-flow forecasts

  • Human resources

    • Employee files and contracts
    • Leave and payroll
    • Periodic performance reviews

  • Projects & contracts

    • Projects with phases and budgets
    • Contracts and e-signatures
    • A client portal

  • Procurement & suppliers

    • Purchase requests and orders
    • Supplier files
    • Tracking supplier payments

  • Platform & security

    • 23 ready roles and custom permissions
    • Two-factor authentication
    • A log of every operation

Roles

Everyone sees only what concerns them, and roles can be customized.

  • 01

    Company owner

    A complete picture of sales, money and the team on one dashboard.

  • 02

    Sales team

    Follows leads, deals and quotations.

  • 03

    Marketing team

    Manages campaigns, content and budgets.

  • 04

    Customer service

    Replies to conversations from every channel and follows requests.

  • 05

    Project manager

    Assigns tasks and follows deadlines and the budget.

  • 06

    Accountant

    Invoices, payments, journal entries and financial reports.

  • 07

    Human resources

    Employees, attendance, leave and payroll.

  • 08

    Employee

    Their daily tasks, time and requests.

  • 09

    Client

    Follows their project and invoices from the client portal.

How-to steps

The most common daily tasks, step by step.

How do I turn a lead into a deal?
  1. 1.Leads arrive automatically from the campaign or the website in “Leads”.
  2. 2.The salesperson follows up and logs every contact.
  3. 3.When they agree, press “Convert to deal” and create the quotation.
  4. 4.Once accepted, the invoice is created from the same deal.
How do I issue an invoice and record the payment?
  1. 1.From the deal or “Invoices” press “New invoice”.
  2. 2.The system calculates taxes and discounts automatically.
  3. 3.Send the invoice to the client and record the payment when collected.
  4. 4.The journal entry posts to the books automatically.
How do I assign tasks to the team?
  1. 1.Open the project and press “New task”.
  2. 2.Set the owner, due date and priority.
  3. 3.Each employee sees their tasks on the “My day” screen.
  4. 4.Delays show up to the project manager immediately.
How do I see the company's performance?
  1. 1.Open “Dashboards” and choose your role's dashboard.
  2. 2.Set the period and the team or department.
  3. 3.Export the report or schedule it to be sent periodically.

Frequently asked questions

Quick answers to the most common questions.

Does the system support Arabic and English?

Yes. The interface is fully Arabic and English, with full support for both directions.

Can I work with more than one currency?

Yes. Invoices and cash drawers support multiple currencies and exchange rates.

Does every employee see everything?

No. Each role has its permissions, and an employee sees only what concerns them.

Can I connect the system to AI tools?

Yes. From the agents portal you can let ChatGPT or Claude work inside the system with your permissions.