From first enquiry to loyal customer, in one system.
Smart CRM Cloud brings leads, pipeline, proposals, invoices, projects, support tickets and contracts together. Your sales, service and accounts teams finally work from the same customer record.
- VAT-ready for GCC and India
- WhatsApp and email built in
- Works with NeatAccounts
- Set up by Omegamatrix
Customers rarely leave over one big mistake
They drift away over months of small ones: a missed follow-up, a late proposal, a forgotten renewal. Each one is easy to miss when customer work lives in inboxes, Excel and WhatsApp groups.
Enquiries arrive by email, WhatsApp and website forms, then sit in one person's inbox.
Salespeople rely on personal calendars, so promised calls slip.
Quotations are rebuilt each time, with different prices and the odd error.
Approved deals are re-keyed into invoicing and project tools.
Contracts lapse before anyone notices the renewal date.
The pipeline is only visible at the weekly meeting.
Everything you need after the first hello
Most CRMs stop when the deal closes. Smart CRM Cloud carries on into proposals, invoices, delivery, support and renewals, so you do not have to buy and connect five separate tools.
Capture every enquiry with its source and move it through your own sales stages.
- Leads from web forms, email, phone, WhatsApp and referrals
- Assign leads to salespeople with follow-up reminders
- Kanban pipeline with conversion at every stage
- Convert a lead to a customer in one click
One profile per customer, holding everything that has ever happened with them.
- Company details and multiple contacts
- Proposals, invoices, payments, tickets and projects together
- Contracts, work orders and IDs with expiry tracking
- Full history ready for the next person on the team
Talk to customers on the channels they already use, with every message on record.
- Send proposals and invoices by WhatsApp or email
- Follow-ups and ticket updates from inside the CRM
- Incoming messages logged against the customer or lead
Clear, branded proposals built from your own templates and price catalogue.
- Templates and a product and service catalogue
- Customer-specific pricing for repeat buyers
- Approval status tracked for every proposal
From approved estimate to paid invoice without typing the same lines again.
- Estimate to invoice in one click
- Recurring invoices, partial payments and credit notes
- Outstanding balances with ageing by customer
- VAT for the GCC and GST for India, with multi-currency
Approved work becomes a project, still linked to the sale that created it.
- Milestones, deadlines and team assignments
- Tasks with owners, due dates and progress
- Time logs for billable services
- Project files, comments and billable expenses
The relationship continues after delivery, and so does Smart CRM Cloud.
- Tickets assigned, prioritised and tracked to closure
- Contracts with renewal terms and notice periods
- Reminders well ahead of each renewal
- Knowledge base for your team and your customers
The questions an owner asks every day, answered on one screen.
- Leads, pipeline value and proposals pending
- Invoices issued, paid and outstanding
- Projects at risk and overdue tickets
- Team activity, conversions and customers at risk
What changes when everyone shares one view
Every enquiry has an owner, a next step and a reminder.
Both teams see the same quotations, invoices and balances for each customer.
Contracts surface well before expiry, so the conversation starts early.
Pipeline, collections, projects and support load are visible any day of the week.
How you get started
Omegamatrix sets Smart CRM Cloud up around the way you already sell and serve customers, then stays with you after go-live.
- 01Walk us through your process
We look at your lead sources, sales stages, proposals, delivery and support in a working session.
- 02We configure your CRM
Pipeline stages, catalogue, branded templates, tax settings, user roles and approvals are set to match your business.
- 03Connect and move your data
We switch on WhatsApp and email, connect NeatAccounts or other systems, and bring across your existing customers and leads.
- 04Train your team and go live
Your team learns on its own data. The same Omegamatrix team supports you as your business changes.
Channels and integrations
Smart CRM Cloud works with the channels and systems your business already relies on.
Made for businesses where the sale is just the start
From enquiry and proposal to project delivery and support after go-live.
Proposals, billable time and recurring invoices for every client.
Repeat customers, customer pricing and payment follow-up shared by sales and accounts.
Estimates that become projects, with files, tasks and costs in one place.
Service tickets, annual contracts and renewal reminders.
A structured CRM for growing UAE, GCC and Indian businesses.
Smart CRM Cloud questions and answers
Can't find your answer? Ask our team or message us on WhatsApp.
What is Smart CRM Cloud?
Smart CRM Cloud is a cloud CRM from Omegamatrix for B2B businesses. It covers leads, pipeline, proposals, invoices, projects, support tickets and contracts in one connected system.
Is Smart CRM Cloud suitable for small businesses?
Yes. Smart CRM Cloud is sized for SMEs and growing B2B teams, and Omegamatrix offers the same capabilities to a small team as to a larger one.
Can Smart CRM Cloud capture leads from different sources?
Yes. Smart CRM Cloud captures leads from website forms, email, phone, WhatsApp, referrals, social media and manual entry, and keeps the source for reporting. Omegamatrix sets up the channels you use during implementation.
Can Smart CRM Cloud turn proposals into invoices?
Yes. Smart CRM Cloud builds proposals and estimates from your templates and catalogue, and an approved estimate becomes an invoice in one click with no re-keying.
Does Smart CRM Cloud handle VAT?
Yes. Smart CRM Cloud applies tax at item level with VAT-inclusive or exclusive pricing for the GCC and GST for India, and supports multi-currency invoicing.
Does Smart CRM Cloud work with WhatsApp and email?
Yes. Smart CRM Cloud sends proposals, invoices, follow-ups and ticket updates by WhatsApp and email and logs every message against the customer. Your business arranges WhatsApp Business API access with the provider, and Omegamatrix configures the integration.
Can Smart CRM Cloud connect to our accounting system?
Yes. Smart CRM Cloud works directly with NeatAccounts from Omegamatrix, and connects to other accounting systems, payment gateways and e-commerce platforms through APIs.
How is Smart CRM Cloud priced?
Smart CRM Cloud is a subscription priced by the number of users and modules you use. Omegamatrix shares a tailored quote after your demo.
Bring your whole customer journey onto one system
Book a working session with Omegamatrix. We will look at how you sell and serve customers today and show you Smart CRM Cloud set up around it.