01
A contact record with context
Keep contact details, notes, custom fields and tasks together. Advisors can understand customer needs and previous follow-up before a call, even when ownership changes.
SOLVAREX PLATFORM
CRM Software and B2B Sales Pipeline Management
Solvarex CRM brings contacts, companies, conversations and opportunities into one working view. Configure your sales pipeline around the way deals actually progress, assign owners and define next actions so your team can move beyond disconnected spreadsheets and messages.
Configured for your customer journeyDefined scope before launch
CAPABILITIES WITH PURPOSE
Each capability solves part of the challenge.
Keep contacts, conversations, and opportunities connected to an owner and a next step.
02
A pipeline that reflects your sales cycle
Use stages such as new inquiry, qualified, proposal and negotiation. Track opportunity value, owner and status to identify stalled deals and make sales meetings actionable.
03
Segments your team can use
Use fields, tags and filtered lists to distinguish industry, location, interest and source. Follow-up can reflect the segment’s needs instead of treating every contact alike.
04
Follow-up beyond memory
Connect stage changes to configured tasks, alerts and workflows. Notify owners about stale opportunities and define stop conditions when a customer replies or the deal changes.
A DELIVERY MODEL THAT FITS
Choose how you want to use the product.
We define the right support model based on your team, process, and required integrations.
OPERATED BY SOLVAREX
Managed service
Our team configures the system, operates the agreed workflows, and reviews performance and improvements within a defined scope.
- Setup and operation by our team
- Regular reviews and agreed deliverables
- Best for teams that want execution handled for them
CONFIGURED FOR YOUR TEAM
Product implementation
We select and configure the product around your customer journey, connect roles and integrations, and train your team to use it.
- Product and integration setup
- Team training and operating handover
- Best for teams that will manage the system internally
Solvarex service fees and software subscriptions are scoped separately based on the selected platform and implementation.
FROM PROBLEM TO APPLICATION
A B2B team with multiple salespeople
An inquiry enters from a website form, is assigned to an owner and progresses through qualification, proposal and negotiation. The manager can see blockers and next actions without collecting updates across chats.
An illustrative use case, not a measured customer outcome.
CRM & Pipeline ManagementA clear next action
FROM IDEA TO OPERATION
This is how the steps connect.
Select a step to explore its role in the workflow.
01
A CLEAR NEXT STEPCollect context
Bring together company details, contacts, and conversations.
Customer contextDefined action
02
A CLEAR NEXT STEPShape the pipeline
Match stages to your qualification, proposal, and negotiation process.
Customer contextDefined action
03
A CLEAR NEXT STEPAssign the next step
Give every opportunity an owner and follow-up task.
Customer contextDefined action
Choosing the right fit for Saudi and GCC operations
For Saudi and GCC service companies and suppliers, company records, contacts and opportunities serve different purposes. Define market, language and ownership so several deals with the same customer remain clear.
Prepare these inputs for the discussion
Prepare a sample customer file, current sales stages and team roles. Agree qualification and closing reasons, then test fields and permissions on a sample before importing records.
Related scopes to help your decision
YOUR QUESTIONS ABOUT
CRM & Pipeline Management
Fields, permissions, and pipelines are agreed during setup. Data import scope is reviewed before migration.
Book a demoWhat is the difference between CRM and a pipeline?
CRM manages customer records, interactions and tasks. A pipeline organizes opportunities by sales stage. A single customer may have several opportunities, so the customer’s identity and each deal’s progress are managed separately.
Can we migrate Excel or an existing CRM?
Structured data can be imported after mapping columns and reviewing duplicates. We test a sample and define which contacts and opportunities will move. Attachments, conversation history and integrations require a separate source-system review.
Do we need one pipeline for the whole company?
Not necessarily. Different products or teams may need separate sales cycles. Keep stages clear and define entry and exit criteria so reporting remains useful and comparable.
How do we identify opportunities needing attention?
Review stage, owner, last activity and the next task. Stale-opportunity alerts can reflect your sales cycle. Reliable decisions depend on consistent record updates, not just a visual board.
Does access include data cleanup and pipeline design?
CRM access and implementation are separate scopes. The proposal specifies data cleanup, import, stage design, training and integrations, making delivery responsibilities clear.
What should we prepare before discussing scope?
Prepare a sample customer file, current sales stages and team roles. Agree qualification and closing reasons, then test fields and permissions on a sample before importing records.
How is cost determined and what is scoped separately?
Software access is separate from data cleanup, migration and training. Record volume, pipelines and integrations determine implementation scope; visibility rules are reviewed against platform capabilities.
LET’S TALK ABOUT YOUR NEEDS