AI

CRM Solutions That Help You Track Leads, Sell Smarter, and Grow Faster

Empower your teams with a CRM system built around your customers. We implement, customise, and optimise CRM platforms for businesses in the UAE, KSA, and worldwide.

Get in Touch

Our CRM Services

01

Lead & Opportunity Management
Manage your entire sales pipeline with clarity and control. We help you set up CRM processes that track every lead, qualify opportunities, and improve closing rates.
What we deliver:
  • Complete lead tracking from capture to conversion
  • Opportunity scoring and prioritization
  • Custom sales pipelines for different teams
  • Automated reminders and follow-ups
  • Performance dashboards for sales managers
Automate repetitive tasks and create seamless experiences for prospects and customers. Our CRM automation setups help your teams work faster and smarter.
What we deliver:
  • Automated email sequences and lead nurturing
  • Sales workflow automation
  • Marketing-to-sales handoff processes
  • Engagement insights and reporting
Deliver faster, more personalized support with a CRM built to manage service requests efficiently.
What we deliver:
  • Ticketing system setup
  • Customer history and interaction tracking
  • SLA and priority management
  • Service workflows and escalation automation
  • Feedback and CSAT tracking
Turn your CRM data into insights that support growth. We build dashboards that make performance easy to understand.
What we deliver:
  • Sales and revenue dashboards
  • Lead performance and pipeline insights
  • Customer behavior analytics
  • Team activity tracking
  • Custom reports for management and operations
Connect your CRM with the platforms your business already uses to create a unified digital ecosystem.
What we deliver:
  • ERP and accounting integrations
  • Marketing and advertising tools integrations
  • WhatsApp, email, and communication system connections
  • E-commerce and website tracking integrations
  • Custom API-based integrations
Every business works differently, so your CRM must match your processes, not the other way around. We customize and optimize your CRM to improve usability, deliver cleaner workflows, and support better decision-making.
What we deliver:
  • Custom fields, modules, and views
  • Tailored workflows for sales, marketing, and support
  • Role-based access and user experience adjustments
  • Dashboard and reporting personalization
  • Performance tuning and CRM optimization

CRM Success in Action

increase in lead conversion
0 %

CRM implementation for a UAE-based real estate agency

We implemented a custom CRM setup to centralize leads, automate follow-ups, and give sales teams complete visibility across every stage, resulting in faster response times and more qualified deals.
faster customer service response time
0 %

Customer support CRM for a GCC retail brand

We deployed a CRM-driven support system that helped the team manage tickets, track customer history, and streamline communication across channels, improving service quality and customer satisfaction.
increase in sales productivity
0 %

Sales automation CRM for a CANADA-based technology company

We customized workflows, automated routine tasks, and built real-time sales dashboards, allowing teams to focus on closing deals instead of manual administration.

CRM platforms we work with

We support businesses by implementing and customizing CRM systems that fit their workflows. Our team works with multiple leading CRM platforms, helping you choose the right one and tailoring it to your sales, marketing, and support needs.

Zoho CRM

Zoho CRM is a flexible, cloud-based platform that helps businesses manage leads, sales pipelines, and customer interactions from one system. We implement and customize Zoho CRM to fit your workflows, improving efficiency and visibility.

  • What we do:
  • Workflow and automation setup
  • Lead and opportunity management
  • Custom dashboards and reports
  • Integration with business tools
  • User onboarding and support
  • Best for
Growing and enterprise-level companies needing advanced automation and customization.

Odoo CRM

Odoo CRM is a flexible, open-source CRM designed to manage leads, pipelines, and customer interactions within a fully integrated business ecosystem. We customize Odoo CRM to align with your sales processes and scale it as your operations grow.

  • What we do:
  • Sales, Marketing, and Service module setup
  • Process automation and rule configuration
  • Integration with Microsoft tools (Outlook, Teams, Power BI)
  • Reporting and analytics
  • User training and long-term support
  • Best for
Businesses using Microsoft products or needing strong CRM + ERP alignment.

ERPNext

ERPNext is a powerful open-source ERP with built-in CRM capabilities that unify sales, operations, and finance in one system. We implement and customize ERPNext to deliver complete process control and long-term scalability.

  • What we do:
  • Pipeline customization
  • Activity and follow-up automation
  • Integration with Odoo Sales, Accounting, Inventory
  • Reporting and dashboard design
  • System setup and optimization
  • Best for
Companies wanting CRM connected to their ERP workflows.

Bitrix24

Bitrix24 is an all-in-one CRM and collaboration platform that combines sales management, communication, and task automation. We implement and tailor Bitrix24 to streamline sales workflows and improve team coordination.

  • What we do:
  • Pipeline customization
  • Activity and follow-up automation
  • Integration with Odoo Sales, Accounting, Inventory
  • Reporting and dashboard design
  • System setup and optimization
  • Best for
Companies wanting CRM connected to their ERP workflows.

Testimonials

Client Success Stories That Speak for Themselves

Pooja Jhaveri

Managing Director
Working with Orksync has been an excellent experience. The team is highly professional, responsive, and dedicated to delivering quality results. Their attention to detail, clear communication, and commitment to client satisfaction truly set them apart. I’m grateful for their support and would confidently recommend Orksync to anyone looking for reliable and efficient service. Their approach is both proactive and solution-oriented, which made the entire process seamless. I look forward to continuing our collaboration in the future.
Read More

Souphien Akhrif

Chief Executive Officer
Working with OrkSync team has been a very positive experience. They did a solid job rebuilding our website and supporting our digital marketing work. The team was extremely patient throughout the process, always responsive, and consistently delivered good quality. We really appreciated their professionalism and their effort to get things right. I wouldn’t hesitate to recommend them.
Read More

Jemis Patel

Managing Director
Partnering with OrkSync has been a seamless and rewarding experience. Their team demonstrated professionalism, transparency, and a strong commitment to quality from the start. Clear communication and proactive support kept the project on track and aligned with our goals. I trust their expertise and attention to detail, knowing they deliver results on time and within budget. Their dedication and openness have made them a reliable partner, and I highly recommend OrkSync for anyone seeking a trustworthy and professional team.
Read More

Preetha

Managing Director
Orksync has been managing our website and digital marketing, including Google Ads, with a high level of professionalism and consistency. Their team is responsive, understands our business requirements clearly, and ensures everything runs smoothly. As the founder of Secure Xpats, I value partners who are reliable and results-oriented, and Orksync has delivered on both.
Read More

Key CRM Features We Help You Implement

Marketing Automation

Improve lead generation with targeted campaigns, automated emails, and smart audience segmentation that helps you reach customers at the right moment.

Lead Management

Capture, organize, and qualify leads across multiple channels. We create clear pipelines, scoring rules, and automated follow-ups to help you convert faster.

Contact Management

Keep all customer details and interaction history in one place. Your teams get complete visibility to communicate better and personalize every touchpoint.

Sales Management

Support your sales team with structured pipelines, task automation, opportunity tracking, and clear dashboards that highlight performance at every stage.

Customer Support

Deliver faster, more consistent service with ticketing tools, response tracking, automated workflows, and complete customer context for your support teams.

Analytics & Reporting

See what’s working and where to improve. We build dashboards that show sales results, customer behavior, lead quality, and support trends in real time.

Industry expertise

Smarter Solutions Across Every Industry We Serve

We deliver data-driven solutions designed for industries across the UAE and around the world. As your trusted digital innovation partner, we help you transform, automate, and move your business forward.

Fintech

Interior
Shield-checkCreated with Sketch.
Shield-checkCreated with Sketch.

Healthcare

Ecommerce

Real Estate

Construction

Oil & Gas

Travel Industry

Logistics

Manufacturing

Finance
Explore Our Industries

CRM solutions for your industry

Drawing on deep expertise in 20+ verticals, we deliver CRM software tailored to your industry-specific business processes and target audience.

Retail

Automate and streamline business operations to enable omnichannel commerce, enhance customer experience, and facilitate informed decision-making and regulatory compliance.

Ecommerce

Automate and streamline business operations to enable omnichannel commerce, enhance customer experience, and facilitate informed decision-making and regulatory compliance.

Financial services

Automate and streamline business operations to enable omnichannel commerce, enhance customer experience, and facilitate informed decision-making and regulatory compliance.

Healthcare

Automate and streamline business operations to enable omnichannel commerce, enhance customer experience, and facilitate informed decision-making and regulatory compliance.

Real estate

Automate and streamline business operations to enable omnichannel commerce, enhance customer experience, and facilitate informed decision-making and regulatory compliance.

Construction

Automate and streamline business operations to enable omnichannel commerce, enhance customer experience, and facilitate informed decision-making and regulatory compliance.

Insurance

Automate and streamline business operations to enable omnichannel commerce, enhance customer experience, and facilitate informed decision-making and regulatory compliance.

Logistics

Automate and streamline business operations to enable omnichannel commerce, enhance customer experience, and facilitate informed decision-making and regulatory compliance.
  • Order management
  • Customer relationship management
  • Warehouse management
  • Inventory management
  • Supply chain management
  • Returns management
  • Demand forecasting
  • Finance management
  • Analytics and reporting

About OrkSync as an ERP Provider

OrkSync is a trusted ERP provider supporting businesses in the UAE, Saudi Arabia, and worldwide. We help organisations streamline operations, improve efficiency, and manage their processes with reliable ERP systems built to fit their workflows and long-term goals.
Explore Our Story
CRM and digital solutions delivered globally
0 +
Enterprise clients supported across the UAE and KSA
0 +
Years of experience in technology, integration, and innovation
0 +
Industries using OrkSync CRM and digital solutions
0 +

Why Businesses Choose Our CRM Solutions

Better Customer Understanding

See complete customer profiles in one place to improve communication, personalize outreach, and strengthen relationships.

More Productive Teams

Automate everyday tasks, reduce manual work, and help your sales and support teams focus on the activities that matter most.

Higher Sales Performance

Manage pipelines more effectively, track opportunities, and use real-time insights to close deals faster and more confidently.

Improved Customer Experience

Respond faster, resolve issues quickly, and deliver smoother customer journeys with organized data and unified service tools.

How We Implement CRM Systems for Your Business

1Discovery & Requirement Analysis

We begin by understanding your workflows, customer journey, sales cycle, and data structure to define what your CRM must achieve.

2Platform Selection & Solution Design

Based on your needs, we help you choose the right CRM platform and outline the system architecture, modules, and integrations.

3Project Planning

We define timelines, resources, data requirements, user groups, and milestones to ensure a smooth and structured implementation.

4Customization & Development

We configure modules, build workflows, create fields, design dashboards, and customize the CRM to match your business processes.

5Integration Setup

Your CRM is connected with tools like ERP, marketing platforms, communication channels, and third-party applications for a unified workflow.

6Data Migration

We clean, map, and securely migrate data from spreadsheets or old systems to the new CRM while maintaining accuracy and structure.

7User Training & Go-Live

Your teams receive hands-on training to ensure they fully adopt the system. After testing, the CRM goes live across departments.

8Ongoing Support & Optimization

We provide continuous support, enhancements, and performance optimization to keep your CRM aligned with evolving business needs.

Insights

Explore the latest perspectives

View all insights
View all
insights

FAQ

CRM Frequently Asked Questions

01

How do I know which CRM is right for my business?
Choosing a CRM depends on your processes, team size, and integration needs. OrkSync helps you evaluate platforms like HubSpot, Salesforce, Zoho, Odoo, and Dynamics to find the CRM that fits your workflows and long-term goals.
Yes. We tailor the CRM to your lead stages, pipelines, automations, customer service process, reporting, and user roles so the system works exactly the way your teams work.
Absolutely. Many businesses come to OrkSync because their CRM is underused, outdated, or poorly set up. We can optimize, reorganize, clean data, redesign workflows, and make your current CRM actually useful.
It depends on the platform and customization level. Most CRM projects take between 3 to 8 weeks. OrkSync provides a clear timeline after understanding your needs.
Yes. We safely migrate and clean your data to ensure accuracy. Whether your data is in Excel, Google Sheets, or another CRM, we handle mapping, validation, and secure import.
OrkSync provides onboarding and training so your team can adopt the system quickly. We focus on easy-to-use workflows that improve productivity without adding complexity.
Yes. We provide continuous support, maintenance, performance improvements, and new feature updates to keep your CRM aligned with your business growth.
Yes. OrkSync integrates your CRM with ERP systems, WhatsApp, email, marketing tools, accounting platforms, and custom applications for a fully connected workflow.
We work with real estate, retail, ecommerce, finance, healthcare, logistics, manufacturing, education, and many more sectors across the UAE, KSA, and worldwide.
You can request a consultation through our website. OrkSync reviews your requirements and provides a tailored CRM plan with clear pricing and timelines.