Campaigns
Audiences from an objective
Write what the campaign is for and it proposes audiences you could actually build a list of. Each one is editable, and nothing is written down until you tick it.
Outreach · Pipeline · Quoting · Cash · AccountsFrom first contact to repeat business.
From first contact to repeat business.
One engine.
AI agents write to the people on your lists from your own domain. Whatever replies lands on a board that tracks it, becomes a quote that prices itself, and ends as an invoice drafted in one click. Then the work turns to keeping them: every account watched, follow-ups written, feedback answered, and what each client could buy next — one client record, in your customers' languages, no hand-offs.
Free to startNo card requiredTen languages, Arabic fully RTL
app.dealengine — FG-KSA-2026-0042
Approved
Site survey — 500 sqm4,800.00
Premium fit-out × 122,640.00
Rush delivery (48h)1,200.00
VAT 15%1,296.00
TotalSAR 9,936.00
Win rate+32%Viewed 12×AI review
Built for teams who have to find the work, win it, and keep the client coming back
Product tour
The whole journey, on one record.
Five surfaces, one engine — agents that go and find the work, a board that tracks what comes back, a studio that prices it, a close that bills in one click, and an account desk that keeps every client and grows it.
01 · Outreach
Go and find the work.
Say what a campaign is for and the workspace proposes the audiences, drafts every email in the sequence from what your own knowledge base says, and sends as a named colleague through your own mailbox. Replies come back sorted by what each person actually asked for, scored, and one step from becoming a deal.
- Describe an objective; AI proposes the audiences and drafts every step
- Agents send from your own mailbox and domain — never a shared pool
- Every word is answered from your knowledge base, so nothing is invented
- Replies sorted by intent: pricing, a call, wrong person, not now
- A reply becomes a client, a contact and a deal in one step
app.dealengine — /marketing/inbox
Replies
Layla H.Emaar PropertiesPricing
Omar S.Qatar AirwaysMeeting
Nadia K.Nile UniversityNot now
Tarek M.Orange EgyptWrong person
Reply rate11%of messages sent
Sequence
Intro
Wait 3 days
Follow-up
Stops on reply
02 · Pipeline
See every deal — and what it's really worth.
A drag-and-drop board over stages you define, each with its own win probability. Column totals stay per currency, the KPI strip keeps a live weighted forecast, and stale deals flag themselves before they go cold.
- Custom stages with colors, order and win probabilities
- Notes, tasks, calls and meetings on every deal's timeline
- Stale-deal and overdue close-date flags
- A work-queue dashboard: needs approval, ready to send, awaiting client, expiring, drafts
- Deal import from Excel/CSV — and export any time
app.dealengine — /pipeline
Open deals18Open valueSAR 295KWeightedSAR 106K
QualifiedSAR 150K
Careem — Q4 drop
USD 18,000
Ministry of Tourism
SAR 96,000Overdue
ProposalSAR 81K
Al Rajhi — report
SAR 41,098
DHA — leaflets
AED 15,120
Orange — videos
EGP 10,109Stale
NegotiationAED 53K
Emaar — brochures
AED 18,900
Elm — tenders
SAR 19,147
Weighted forecastSAR 106K · AED 50K
03 · Quote studio
Quotes that price themselves.
Pick services and the spec rules resolve the right rate — in the client's currency, on fresh FX. The live preview uses the same renderer as the final PDF, so what you see is literally what they sign.
- Spec-driven rates: size, grade, turnaround — resolved automatically
- About 23 live pre-flight checks, plus a one-click AI review
- Visual template designer, 11 designed presets — or import your Word letterhead with AI
- Documents in any language a branch is set up in — English and Arabic side by side if you like — with full RTL
- Atomic per-branch numbering — FG-KSA-2026-0042 never collides
app.dealengine — FG-KSA-2026-0042
Line itemsSAR
Site survey0.36
500 sqmPremium fit-out80.00
12 ×Rush 48h—
+25%23 checks · 2 worth a look
9,936.00
Live preview = final PDF
AI review
04 · Close & collect
Close online. Bill in one click, learn automatically.
Route the approval, send a branded email with the PDF attached, and share a live link your client can accept on the spot. An accepted quote becomes its draft invoice in one click with the tax already right, and every outcome feeds your win rate, cycle time and forecast.
- Manager approvals with policy flags, notes and change requests
- Secure share links with live view counts
- Online accept and decline — with reasons, fully audited
- Weighted forecast by close month, win rate by owner, lost-reason breakdown
- Approved documents frozen forever: template and terms snapshots
app.dealengine — /deal-analysis
Stage funnel
Qualified
Proposal
Negotiation
Won
Aug 2026SAR 102K
Sep 2026SAR 193K
Win rate60%31-day avg cycle
FG-KSA-2026-0042 Viewed 12×
SAR 9,936.0005 · Account management
Keep every client — and grow it.
Once they buy, the work becomes keeping them. Today lists the clients who need you — an order that is late, spend that is falling, a complaint to answer — and account programs write the follow-ups: a thank-you after delivery, an answer to feedback, a note when a client goes quiet, a renewal before a contract ends. Growth shows what each client could buy next, valued a year and ranked, with ideas AI spots that the rules cannot.
- Today: one work list of the clients who need you, most urgent first
- Programs send from the account manager's own mailbox — approved by a person, or on their own
- Feedback read from replies and rating buttons; a complaint becomes a task, the manager told
- Growth ideas valued a year: upgrades, what they stopped, new languages, people to meet — and what AI spots
- Fed by the orders you deliver through Transparent: health, segments and an account review PDF on every client
app.dealengine — /accounts/today
TodayHealth86
Gulf Energy
Orders 40 days late
Medina Health
A complaint to answer
Atlas Legal
3 thank-you emails to approve
UpgradePremium support
≈ SAR 12,400a year · 30% chance
Now buys Basic support+1 part18 clients buy it
AI, where it earns its place
It writes, reads and sorts. It never decides.
A model is good at reading unstructured things — a company's website, a Word file's layout, a year of closed deals, the reply somebody just sent. It is bad at arithmetic you can do exactly. So money, permissions and lifecycle are code; drafting, reading, sorting and summarising are AI. Every one of them proposes, and you dispose.
On demand
Campaign writing
Proposes the angles worth trying and drafts the sequence against your objective — grounded in what you told it about your business, never invented.
Agents
An agent drafted from a goal
Describe what the agent is for and Generate with AI drafts it. Every field stays yours to edit, nothing is saved until you press Save, and a new agent gets its photograph when you first save it.
Automatic
Reply intent
Reads what a reply is actually FOR — pricing, a call, the wrong person, not until Q3 — and can carry more than one. The intents are yours to edit.
One-off
Knowledge from your site
Reads your website once, respecting robots.txt, so the agent quotes what you actually say rather than making something up.
Knowledge
What the agents could not answer
Group into themes folds the questions your agents could not answer into a few themes, so you write one knowledge article instead of reading forty questions.
On demand
Quotation review
Reads a draft before it leaves the building and says what looks wrong — tone, an anomalous price, a scope that will not survive a lawyer.
Import
Columns matched for you
When a client spreadsheet's columns defeat the automatic guess, Match with AI reads the headings and first rows and fills in the fields it recognises. Nothing it already matched is overwritten, and nothing goes in until you press Import.
On demand
Next best action
One concrete step for this deal, drawn from its own history — not a generic nudge about following up.
On demand
Forecast narrative
Reads your next six months and says in a paragraph where the weight actually sits, and which month is carrying a deal it should not.
On demand
Win / loss patterns
What a year of closed deals had in common. The report that changes what you do next quarter rather than describing last one.
On demand
Company enrichment
Reads a client's public pages and proposes industry, size, revenue band, founding year, socials — each with its source and how sure it is.
One-off
Word import
Upload the .docx your clients already recognise and it comes back as a real editable template — tables, art, headers and RTL intact.
On demand
Live exchange rates
Rates from a daily web feed that refresh by themselves every day, every currency your records use added with its rate, and AI only for a currency the feed lacks — each stamped with where it came from and when, and a warning on any quote using a stale one.
Onboarding
Setup drafting
On day one it proposes your services, units and starter content from a sentence about what you sell. All of it lands in editable fields.
Automatic
Feedback in their own words
Reads a client's reply after a delivery and says whether it is praise, a complaint or neither, and how serious — and asks a person when it is not sure. How sure it must be is learned from your corrections.
Automatic
Account emails that fit the client
Adapts each program email to the client — what was just delivered, its segment, what it said — and checks every fact before anyone sees it. A translation, or an answer to a complaint, always waits for a person.
On demand
What to focus on
Reads your whole book of accounts and names the few clients and moves worth your week, each tied to the figures behind it — and checked again every time it is shown.
On demand
A talk track for the call
Three points to raise with a client about what else it could buy, built only from its own ideas and figures. A point that fails the check is dropped.
Automatic
Growth ideas the rules miss
Reads an anonymous sheet of each client's facts and may add up to two more things it could buy — only from what you sell, never with a figure it was not given — valued and ranked like every other idea.
Setup
Your services, sorted
Reads your service names and sorts them into categories and the parts each includes, so Growth tells a real upgrade from a variant in any industry. Anything you saved yourself is left alone.
And the part most AI features skip
It proposes. You dispose.
Nothing a model produces is written to a record without a person accepting it or a validator agreeing. Patchy coverage then degrades gracefully instead of filling your CRM with confident nonsense.
One credit per action.
Whatever the task. Weighted credits are a promise nobody can check. A timeout, a provider error or an invalid answer refunds — you got nothing, you pay nothing.
Looking beyond you, it only proposes.
Reading your own data needs no switch. Looking up a named customer on the public web shows every suggestion with its source, and nothing reaches the record until a person accepts it.
Some things never leave.
Credentials, bank digits, tax numbers and another workspace's data are stripped in code, not asked for in a prompt. Prompts and answers never enter the audit log.
Everything included
One platform, nothing bolted on.
Everything a team needs to find the work, win it and keep the client — from the first campaign to the next order.
- Campaigns that write themselvesAI writes each email from your offer and the person, and sends inside your hours.
- Agents with their own mailboxesSales personas with their own mailbox, voice, schedule and reply rules.
- Knowledge baseYour sites and files read once, so every answer quotes your own facts.
- Four ways to capture a leadForms, a site widget, imports and manual entry, all into one lead list.
- Find leads with Apollo or ProspeoSearch Apollo or Prospeo by role, size and country; pay for who you keep.
- Lead scoringEvery lead scored from what they did and who they are, never from opens.
- Lead lists & import sheetsNamed lists and every import sheet, ready as a campaign audience.
- Agent inboxEvery reply in one place, read for intent, with the next step suggested.
- Sales assetsBrochures and case studies the agent attaches when they fit the reply.
- Deliverability guardBounce and complaint limits that pause a campaign before your domain suffers.
- Outbound, watchedSends, bounces and replies watched per mailbox, with warnings in time.
- Consent & suppressionOpt-outs, do-not-contact and forget-me honoured on every send.
- Kanban pipelineDrag deals through your own stages, with totals per currency on each column.
- Deals, tasks & timelineNotes, calls, meetings and tasks on every deal, client and lead.
- Work-queue dashboardHome shows what needs you today: tasks due, deals stuck, quotes expiring.
- Clients & contactsClients with their contacts, owner, account manager and full history.
- Groups & sub-clientsMain accounts with their sub-clients, figures rolled up for the group.
- Contacts directoryEvery contact across every client, searchable and exportable.
- Tick, change, restoreTick rows on any list to change, export or delete, and restore if needed.
- Tags on everythingTag any record, then filter lists, reports and campaigns by it.
- Live quotation studioBuild the quotation on the page itself, priced live from your list.
- Visual template designerDesign your own templates, with your branding, per branch and language.
- Word-doc AI importUpload your Word proposal and AI turns it into a reusable template.
- Multi-currency pricingOne base price, converted per currency at current rates, with overrides.
- Spec-driven rate rulesPrices that follow specifications such as domain, format or turnaround.
- Checks + AI reviewChecks catch missing terms and odd prices; AI reviews before it goes out.
- Cost & marginCost beside every line, so the margin is known before you send.
- Optional lines & alternatesOptional lines and alternatives the customer picks online.
- Versions you can proveEvery version kept and frozen once approved, so you can prove what was sent.
- Approval workflowsRules decide who approves what, by amount, discount or margin.
- Share links & online acceptA link the customer opens, accepts, declines or signs online.
- PDF & branded emailBranded PDFs and emails, sent from your own mailbox.
- Invoices & paymentsInvoices from accepted quotes, deposits and payments, balances tracked.
- Contracts & recurring revenueContracts with renewal dates and recurring revenue, reminded in time.
- Reports you build yourselfBuild any report from your records, save it, schedule it, export it.
- Account programsFollow-ups after delivery, check-ins and win-backs, approved by you.
- Growth ideas, valuedUpsell and new-language ideas per client, each with its expected value.
- Today, for account managersEach account manager's day: who to thank, who is slowing, who is at risk.
- Feedback that actsCustomer feedback sorted, complaints answered on time, nothing lost.
- Account review PDFA customer-ready review as PDF, Excel or email, built to your options.
- Your own mailbox, connectedConnect Google, Microsoft or any mailbox; mail lands on the right record.
- API, webhooks & a manualA REST API, webhooks and a developer guide for your own tools.
- Data in, data outImport clients and leads in bulk; export any list to Excel or CSV.
- Your fields, your wordsAdd your own fields and rename built-in ones in your words.
- Roles & permissionsRoles with own, team or everyone's scope for every area.
- Multi-branch identityEach branch with its own identity, numbering, terms and team.
- It runs while you sleepReminders, renewals and follow-ups run on schedule, without you.
- Who changed whatEvery change recorded: who, what and when.
- Ten languages on screen, a hundred to write inTen screen languages; agents and documents write in a hundred.
- Built for the phoneA phone view for deals, quotations, approvals and tasks.
- A manual that ships with itA built-in manual and academy that explain every screen.
Security & control
Enterprise-grade control, without the enterprise weight.
Start from six seeded roles — Owner, Admin, Sales Manager, Agent, Finance / Analyst, Viewer — or design your own across more than fifty permission switches. Visibility scopes decide, separately for deals, quotations, clients, leads and reports, whose records each person sees: their own, their team's, or everyone's. Per-user exceptions cover the one colleague who is, well, an exception.
- Team scope follows your manager hierarchy
- Permission changes apply on the next click — no re-login
- Disable a member and every session ends instantly
- A workspace can never lock itself out of the Owner role
How it works
Five steps from hello to repeat business.
STEP 01
Capture
A deal lands on the board — typed in, imported from a spreadsheet, converted from a lead, or auto-created by its first quote.
STEP 02
Quote
Build the proposal in the studio. Pricing, currency, VAT and template resolve themselves; the checks watch your back.
STEP 03
Approve & send
Approval routes itself to the right manager. One click sends a branded email, the PDF and a live share link.
STEP 04
Close & learn
Your client accepts online. The deal closes, the forecast moves, and the reports already know why you won.
STEP 05
Keep & grow
After delivery the account looks after itself: thank-yous and follow-ups drafted, feedback answered, and the next sale suggested before the client thinks of it.
3×faster to send a quote
40%quicker approvals
0pricing & placeholder errors
Find the work. Win the deal. Keep the client.
Spin up your workspace in minutes. Free to start, no credit card — in ten languages out of the box.