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Alladdin

Follow every deal from first call to paid invoice

Alladdin's CRM keeps your leads, deals, contacts and meetings next to your quotes and invoices. You see what is in play, who is handling it and what happens next. When a deal is won, the quote is one step away.

  • Pipelines with your own stages
  • Contact records with ICE and full history
  • Won deals become quotes in MAD

One board for everything you are trying to sell

Each deal is a card with its client, value in MAD, owner and expected close date. Drag it to the next stage when the conversation moves on.

  • Stages you name

    First contact, visit, quote sent, negotiation: set the steps your sales really follow.

  • A pipeline per activity

    Keep new clients, renewals or a second product line on separate boards.

  • A clear owner

    Every deal has a responsible person, so nobody wonders who calls back.

From an enquiry to money in the bank

The CRM is not a separate tool. Each step uses the same client record that your invoices and accounts use.

  1. 1

    Record the lead

    Add the enquiry by hand or import a list. Note where it came from and who will follow it up.

  2. 2

    Qualify it

    Move the lead through your statuses. When it is a real opportunity, open a deal on the pipeline.

  3. 3

    Plan the next contact

    Schedule the call or the visit from the deal. It lands in the owner's calendar.

  4. 4

    Send the quote

    Create the quote from the won deal. Client details, ICE and lines are already filled in.

  5. 5

    Invoice and get paid

    Convert the accepted quote into an invoice and follow its payment like any other.

The four parts of the CRM

Keep every enquiry until it has an answer

A list of people and companies who have shown interest, each with a source, a status and an owner. Qualified leads move onto the pipeline as deals.

  • Statuses from new to qualified
  • Source recorded for each lead
  • Imported from a spreadsheet
Learn more

Walk into every meeting knowing the history

Open a contact and you see what was quoted, what was invoiced, what is still unpaid and the notes from the last call. Anyone on the team can pick up where a colleague left off.

  • Sales and money together

    Open deals sit beside overdue invoices, so you do not offer new terms to a client who has not paid.

  • Moroccan company details

    ICE, IF and RC are stored on the record and reused on every quote and invoice.

A won deal becomes a quote, not a copy job

Create the quote from the deal and the client, the products and the agreed prices carry over. TVA is calculated by line at 20% or 10%. From there the quote follows the usual path to invoice and payment.

Who uses the CRM, and for what

You do not need a sales department. If you have clients, you have deals to follow.

Freelancers

Keep a short list of prospects and the date you promised to call each one back.

Learn more

Small sales teams

Split deals between colleagues and see each person's pipeline and calendar.

Learn more

Agencies and services

Move from proposal to project to invoice on the same client record.

Learn more

Bring your contacts and deals with you

Export your contacts and open opportunities from a spreadsheet or your current CRM and import them as a CSV or Excel file. You map the columns to Alladdin's fields before anything is created.

CRM questions

What is a CRM?

CRM stands for customer relationship management. It is where you record leads, follow deals through stages and plan the next contact with each client, so no opportunity depends on someone's memory.

Is the CRM connected to invoicing?

Yes. Contacts are shared with invoicing and accounting. You create a quote from a won deal, then turn it into an invoice without retyping.

Can I have more than one pipeline?

Yes. Create a pipeline for each sales process, product line or team, each with its own stages. See sales pipelines.

Can I import contacts from Excel?

Yes, from CSV or Excel files. You match the columns to Alladdin's fields during the import.

Is it useful for an auto-entrepreneur?

Yes. A single person can use the CRM to keep track of prospects and follow-ups, then invoice from the same contact record.

How much does it cost?

Plans and prices for Morocco are on the pricing page.

Put your next deal on the board today

Create your account, add a pipeline with your own stages and record the first lead in a few minutes.