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People and customers · CRM and sales

Every deal, one conversation.

Leads, pipeline, WhatsApp and calls on the same customer record as your quotes, orders and invoices. Sales sees the balance. Finance sees the deal.

Book a free systems review → See pricing

IncludedIncluded in Prospera ERP, with every other app.

Sales consultant shaking hands with a couple in a furniture showroom
WhatsApp from Karim MansourAlexandria · Assigned to Omar
Quote QTN-0241 acceptedEGP 630,500 · Moved to Won

No lost conversations

WhatsApp chats and calls stay on the customer, not a phone.

Real prices, real stock

Quotes use your live price lists and warehouse quantities.

Quote to invoice

Quote becomes order, order becomes invoice, e-invoice included.

Targets that pay out

Sales targets and commissions calculated from invoiced sales.

What it does

Sales and books. One record.

Your sales team works from the customers, products and prices the rest of the business already uses.

Leads and contacts

Capture leads from WhatsApp, calls, email and imports, then qualify and assign them by territory or product line.

Pipeline

Opportunities moving through your own stages, with value, owner and next step visible on every deal.

WhatsApp on the record

Customer chats in a shared inbox, assigned to the right salesperson and saved on the customer record.

Calling

Calls logged against the customer and the deal, with notes, so the next person picks up where the last one stopped.

Quotes to orders to invoices

Quotations convert to sales orders and invoices without re-keying, with VAT and e-invoicing applied.

Sales targets and commissions

Targets by salesperson, territory or product group, with commissions calculated on what was invoiced.

See every feature →
Hospitality staff welcoming a guest at reception

Closer to customers

Answer customers where they are.

WhatsApp, calls and quotes meet on one record, so every reply knows the history.

Customer timeline

The whole relationship on one page.

Open a customer and see every message, call, quote, invoice and payment in order. Your salesperson knows the balance before offering a discount. Your accountant knows what was agreed before chasing payment.

Credit limits respectedSales see the open balance and credit limit before quoting.
Hand-offs without gapsReassign a customer and the full history goes with it.
Follow-ups that happenNext steps land on the owner's list each morning.

Illustrative interface concept. Not a live product screenshot.

On the same record

Connected to everything else.

Invoicing and collectionsHelpdeskProspera CommerceInventory and warehousesFinancial reports

Included in Prospera ERP, with every other app.

Every app included, from EGP 2,470 a month in year 1. See your price next to Odoo and Zoho One.

Book a free systems review →Pricing

Questions

Questions, answered.

Not answered here? The free systems review covers it with your own processes.

Is CRM included?

Yes. CRM with pipeline, WhatsApp and calling is included, on the same record as your quotes, sales orders and invoices.

Can we use our existing WhatsApp Business number?

We connect your WhatsApp Business number during setup. Chats from that number then arrive in a shared inbox in Prospera, on the right customer.

Is this a separate CRM with its own customer list?

No. CRM works from the same customer record as your quotes, orders and invoices. We set it up as one system during onboarding, so your team never keeps a second customer list.

How are commissions calculated?

You set commission rates by salesperson or sales partner, and targets by period and product group. Prospera calculates commission from invoiced sales and shows progress against target.