Turn conversations into customers with Commbots CRM
A full sales workspace built into the Commbots platform — from first lead to signed quote, invoice, and payment.
No separate login. No disconnected tools. CRM lives alongside Chat Center, Campaigns, and Workflows in Apps Studio.
Commbots CRM gives your sales team one place to capture leads, manage opportunities, send quotations, issue invoices, and track payments. It connects directly to Commbots Chat Center, so every WhatsApp, Instagram, Facebook, or SMS conversation can become a qualified lead — and every lead can be followed through to close.
Whether you're handling inbound enquiries, running outbound campaigns, or managing a B2B sales cycle, Commbots CRM keeps your pipeline visible, your team aligned, and your revenue on track.
Why Commbots CRM
Sales, from first touch to final payment
Capture leads from your website, chat channels, imports, or manual entry. Convert them to opportunities, move deals through customizable pipeline stages, and close with professional quotations and invoices.
Built into Commbots — not bolted on
CRM shares the same login, permissions, and customer data as Chat Center, Campaigns, and Workflows. View chat history from a lead record, create leads from live conversations, and switch between apps without leaving the platform.
Control without complexity
Configure pipelines, lead forms, product catalogs, and PDF templates to match how your business actually sells. Role-based access and department assignment keep the right people on the right deals.
Core modules
Everything your sales team needs — from lead capture to payment collection — in one workspace.
Dashboard
One dashboard for leads, pipeline value, quotes, invoices, and tasks.
- ●Total leads and leads by stage
- ●Active, won, and lost opportunities with win rate
- ●Pipeline value and open quotations
- ●Pending invoices and outstanding payments
- ●Open and overdue tasks
Leads
Every enquiry in one place — from chat, web, import, or manual entry.
- ●CSV import with flexible column mapping
- ●Website enquiries via secure API
- ●Assign to departments and owners; filter by pipeline and stage
- ●Notes, calls, activities, files, and tasks on each record
- ●View Chat Center conversations; convert to opportunities in one step
Opportunities & Pipeline
Visual Kanban boards that show exactly where every deal stands.
- ●Deal value, probability, expected close date, and status
- ●Drag-and-drop Pipeline Board across customizable stages
- ●Multiple pipelines with won/lost stages
- ●Full activity timeline merging deal and linked lead history
Quotations
Create, send, and track quotations — then convert to invoice in one click.
- ●Build quotes from your product catalog
- ●Send by email with customizable subject and message
- ●Track status: Draft, Sent, Approved, Rejected, and more
- ●Branded PDF output via the built-in document designer
Invoices & Payments
From quote to invoice to payment — with branded PDFs and full audit trail.
- ●Create invoices from scratch or from quotations
- ●Customizable PDF layout with logo and letterhead
- ●Multi-currency support with configurable VAT defaults
- ●Payment ledger with outstanding balance visibility
Customers
One customer directory connected to every lead, deal, and document.
- ●Central B2B account directory with company and contact details
- ●Addresses, contact persons, and account information
- ●Search customers linked to leads, deals, and documents
Tasks, Calendar & Activities
Tasks, reminders, and a shared calendar so nothing slips through.
- ●Tasks on leads and opportunities with priority and due dates
- ●Browser notifications for upcoming reminders
- ●Central task inbox and calendar view
- ●Activity log for calls, meetings, and team actions
Settings & Administration
Configure pipelines, permissions, products, and branded documents your way.
- ●Roles, departments, and per-module permissions
- ●Custom pipelines, stages, and product catalog
- ●Lead form fields, invoice designer, and sales defaults
Lead sources
Capture enquiries wherever they originate — chat, web, portals, imports, or manual entry.
CRM that talks to the rest of Commbots
Commbots CRM isn't a standalone tool — it's part of the Commbots customer engagement platform.
- Chat Center — View conversation history on lead records; create leads from live chats
- Campaigns — Connect outbound WhatsApp marketing to inbound sales follow-up
- Workflows & AI agents — Automate qualification before handing off to sales
- Apps Studio — One launch pad for every app your company uses
- Unified permissions — Control CRM access from the same admin settings as the rest of Commbots
- Website lead capture — Connect your public website forms directly into CRM
Engage on every channel. Sell in one workspace.
Who it's for
Sales teams
Track every enquiry, assign owners, and move deals through a clear pipeline.
Customer success & account managers
Keep customer records, tasks, and communication history in one place.
Real estate & service businesses
Capture leads from portals (Property Finder, Bayut, Dubizzle), WhatsApp, and your website — then quote and invoice from the same system.
Growing SMEs
Start with lead management and scale to quotations, invoicing, and payment tracking without changing platforms.
At a glance
| Module | What you get |
|---|---|
| Dashboard | KPIs, charts, and recent activity |
| Leads | Capture, qualify, assign, convert |
| Pipeline | Kanban board with custom stages |
| Opportunities | Deal value, probability, timeline |
| Quotations | Build, email, approve, convert |
| Invoices | Branded PDFs, multi-currency |
| Payments | Ledger and outstanding tracking |
| Customers | Company & contact directory |
| Tasks & Calendar | Reminders and follow-up scheduling |
| Settings | Pipelines, products, forms, access control |
| Integrations | Chat Center, website forms, CSV import |
- ✓Built natively into the Commbots platform
- ✓Single sign-on with your existing Commbots account
- ✓Role-based access by module and action
- ✓Secure website lead capture API
- ✓Branded quotation and invoice PDFs
- ✓Multi-channel lead sources including WhatsApp and property portals
Frequently asked questions
Is Commbots CRM a separate product?
No. It runs inside the Commbots platform and is launched from Apps Studio, using the same login and permissions as Chat Center and your other Commbots apps.
Can I capture leads from my website?
Yes. Commbots CRM supports a secure public API for website contact and quote forms. Submissions are created as leads in your default sales pipeline.
Does it work with WhatsApp and other chat channels?
Yes. Leads can be created from Chat Center conversations, and you can view chat history directly on lead records.
Can I customize pipelines and lead forms?
Yes. Administrators can configure pipelines, stages, lead form fields, product catalogs, task types, and PDF templates for quotations and invoices.
Can I import existing leads?
Yes. CSV import with column mapping is supported for bulk lead migration.
Does it support quotations and invoicing?
Yes. You can create quotations, send them by email, convert them to invoices, record payments, and generate branded PDF documents.
Ready to streamline your sales process?
See how Commbots CRM connects leads, pipeline, quotes, and invoices in one workspace.
Book a demoAlready on Commbots?
CRM is available from Apps Studio. Ask your administrator to enable Commbots CRM for your team.
Log in to CommbotsCapture leads from your website
Connect your contact or quote form to Commbots CRM and route every submission into your sales pipeline.
Talk to us about setup
