Everything your consultancy needs,
in one connected platform
Explore every module — from lead management to visa tracking — and the deep integrations that let eBiz CRM plug into the tools your team already uses.
Built for UAE business consultancies
Every module maps to a real workflow in your firm — not generic CRM features you'll never use.
Convert leads into clients — faster
eBiz CRM keeps your sales team focused on the right opportunities. Every interaction is logged, every follow-up scheduled, and every conversion tracked.
- Lead capture from walk-in, referral, or CSV import
- Next call date scheduling & overdue alerts
- Sales executive assignment & performance view
- Pipeline stage tracking from New → Converted
Financial clarity for every client
Keep on top of every dirham with real-time transaction logs, client ledgers, and a profit breakup view that management can trust.
- Debit / credit transaction recording
- Client ledger & running balance view
- Profit breakup by company & service type
- CSV import from banking portals (Bizzone, etc.)
Never miss a license renewal
Track every trade license, renewal date, and immigration expiry. Automated alerts keep your team ahead of every deadline, every time.
- License & immigration expiry tracking
- Workflow stages with deadlines & follow-ups
- Procedure lookup for DED, MOHRE, PRO services
- Sales agent commission linkage per license
Gulf Star Services
12 Apr 2026
Emaar Partners LLC
30 May 2026
Prime Vision Co.
3 Jun 2026
Noor Retail Group
1 Feb 2026
End-to-end visa & WP management
From new application to renewal — track every visa, work permit, Emirates ID, and passport centrally with status colour-coding and deadline alerts.
- Visa & WP status tracking (New / Ongoing / Renewed)
- Expiry calendar with automated reminders
- Emirates ID & passport document storage
- VisaCentral view for bulk portfolio management
Mohammed Al Farsi
Employment Visa
Priya Nair
WP — MOHRE
John Roberts
Investor Visa
Sara Khalid
Employment Visa
From quote to completed service
Automatically create service operations from approved quotes, assign them to the right department, and track every task to completion.
- Quote-to-operation auto-creation
- Task checklist templates per service type
- Department & team member assignment
- Status tracking: Pending → In Progress → Completed
OP-0412 — Business Setup
License Dept
OP-0413 — Visa Application
Visa Dept
OP-0408 — PRO Services
License Dept
OP-0411 — WP Renewal
Visa Dept
Leads flow in automatically — from anywhere
Connect your existing website, ad campaigns, or forms. Every lead lands in your CRM pipeline instantly, with full source attribution.
WordPress
Contact Form 7, Gravity Forms, Elementor, WPForms
Meta Ads
Facebook & Instagram Lead Gen Forms
PHP / REST API
Generic webhook for any PHP-based system
Laravel
Native webhook receiver package
Drupal
Webform & Views bulk-push integration
Google Ads
Lead Form Extension push integration
Zapier
Connect 6,000+ apps via automated workflows
HubSpot
Sync contacts & deals bi-directionally
New form submission
Visitor fills your WordPress contact form, Meta Lead Gen ad, or any webhook-compatible form.
Instant CRM entry
A lead is created in eBiz CRM automatically — name, email, phone, source & channel captured.
Team gets notified
The assigned sales executive receives an in-app + WhatsApp alert immediately.
Your team gets notified where they work
Expiry alerts, new leads, overdue follow-ups, payment reminders — delivered instantly to the channels your team actually checks.
WhatsApp Business
Lead alerts, follow-up reminders & payment notifications
Slack
Channel notifications for new leads, expiries & deals
Microsoft Teams
Cards & adaptive messages to any Teams channel
Telegram
Bot-based alerts for your team or a private group
Transactional & digest emails via SendGrid / SMTP
SMS
Twilio / Vonage – follow-up & payment reminders
Notification events supported
Ready to see it in action?
Join UAE consultancies already running on eBiz CRM. Set up takes less than a day.