Quotations in minutes
Reusable price lists, discounts, optional items and UAE VAT at 5%. Send by email or WhatsApp; the client accepts online.
Built for UAE traders
CRM for trading companies.
From enquiry to invoice.
Trading businesses juggle enquiries from email and WhatsApp, quotations with VAT, purchase orders and client checks. Zetabytecloud CRM keeps the whole chain together, from the first message to the sales order and the tax invoice.
Where deals get lost
Faster quotes,
fewer dropped deals.
In a trading company, the fastest quotation usually wins. When prices sit in spreadsheets and follow-ups sit in someone's inbox, quotes go out late and deals go quiet without anyone noticing.
Zetabytecloud CRM gives every enquiry an owner and a next step, builds VAT-correct quotations from your price list, and flags deals that are going cold before they are lost.
- Quotations with your TRN, VAT and branding.
- Accepted quotes become sales orders, then UAE tax invoices.
- Client TRN and trade licence with expiry tracking.
- Sanctions and KYC checks before you trade.
What is included
The tools a trading desk uses every day.
Sales orders with margin
Turn an accepted quote into an internal sales order with cost, margin and the client's purchase order reference.
UAE tax invoices & e-invoicing
Issue tax invoices in the FTA format, email them to the buyer, and correct them with full or partial credit notes. Each one also downloads as a PINT AE e-invoice file for your accredited service provider.
Client documents
Keep each client's TRN certificate and trade licence with expiry dates, so renewals do not catch you out.
Screening before you ship
Screen buyers, their owners and their countries against sanctions lists and country risk before an order is confirmed.
Pipeline and forecast
See open pipeline value by stage, a weighted forecast and what was won this month. Deals going cold are flagged.
Every channel in one place
Email, WhatsApp, website forms and phone calls arrive in one list, routed by product line or region.
A typical deal
One record, start to finish.
1. Enquiry
A buyer asks for prices by WhatsApp. It is logged and assigned automatically.
2. Quotation
Your salesperson builds a VAT quotation from the price list and sends it the same hour.
3. Acceptance
The buyer accepts online. The deal moves to won and the value is recorded.
4. Order and invoice
An internal order is created with cost and margin, then becomes a UAE tax invoice when the goods are delivered.
A few useful answers
Questions we hear.
Do quotations show our TRN and VAT correctly?
Yes. Your company details, TRN and bank details print on every quotation, with VAT calculated per line and editable headers, footers and colours.
Can we handle different currencies?
Yes. Quotations and invoices can be issued in the currency you choose. A UAE workspace starts in AED, and an invoice in another currency also shows the AED amounts and the exchange rate, as the FTA requires.
Can we issue UAE tax invoices and e-invoices?
Yes. A sales order becomes a tax invoice with your TRN and the buyer's, a sequential number, the dates of issue and supply and the VAT on each line. Corrections are made with tax credit notes. Each invoice can also be downloaded as a PINT AE e-invoice file for your accredited service provider to send.
Do we need sanctions screening?
It depends on your goods, counterparties and regulator. Many trading companies are expected to screen customers against targeted financial sanctions lists. The screening module is available when you need it.
Can managers see their own team only?
Yes. Each manager sees their own team's clients; agents see their own; compliance and administrators see everything.
Related solutions
Explore more of Zetabytecloud CRM.
AML & KYC screening CRM
Screen every client against UN, US OFAC, EU and UAE sanctions lists, PEP and criminal watchlists and adverse media, inside your CRM. Built for UAE compliance teams.
WhatsApp CRM
Run WhatsApp sales and support from one shared business number. Assign chats, track follow-ups and turn conversations into quotes with Zetabytecloud CRM.
Cloud telephony CRM
Connect your cloud phone system to Zetabytecloud CRM. Every call logged on the right client, missed calls followed up, click-to-call and call reports per agent.
Insights
Guides on UAE compliance, sales and CRM for growing businesses.
Watch the workflow
From quote to tax invoice
Follow an accepted quotation through the sales order and invoicing workflow.
Explore the complete CRM walkthrough ↗Feature demo · 0:40
From quote to tax invoice
Follow an accepted quotation through the sales order and invoicing workflow.
Let’s move your business forward
See it working on your own process.
Book a short demo. Tell us your team size, channels and what you need to check.