Six stages, one record, no re-typing
This is the whole path an enquiry takes through the system. Nothing gets copied between tools along the way, which is most of the point.
Capture
Someone messages you on WhatsApp at ten past nine on a Thursday night. That message becomes a lead with a name against it before anyone reads it.
- WhatsApp, web forms, phone, email and social all land in one queue.
- Routed to an agent who is marked online, and to the least-loaded one among them.
- The agent gets a Telegram alert immediately.
- A supervisor wallboard shows the queue and anything approaching an SLA breach.
Convert
The agent qualifies the enquiry, sends a branded quotation from the record, and turns the won lead into a license application in one click.
- Quotation PDFs generated from the package and pricing on the lead.
- Emailed from inside the system and attached to the record.
- The AI activity finder matches the client’s description against roughly 19,000 licensed activities.
- Conversion carries the details across, so nothing is re-keyed.
Generated as a branded PDF and emailed without leaving the lead.
Onboard
The client fills in their own company details through a secure link. No login to create, no form emailed back and forth, no transcription errors on your side.
- A public onboarding form the client completes themselves.
- A document checklist per application, so gaps show up on day one.
- Uploads go straight into encrypted cloud storage, attached to the file.
- Coordinators verify against the checklist instead of from memory.
- Shareholder passport copyReceived
- Emirates ID (if resident)Received
- Passport-size photographReceived
- Proposed trade names (3)Waiting on client
- Signed application formNot started
Process
The application walks the free zone's real sequence. Thirteen steps for RAKEZ, eleven for Ajman Free Zone, plus ANC. Each step belongs to a role, and each hand-off is recorded.
- Sales, coordinator, operations, finance and supervisor, in order.
- Finance approval gates processing, so nothing is submitted against an unpaid file.
- Multiple people can be assigned to one application when it needs it.
- Every action logged with who did it and which role they held.
- Application createdSales
- Quotation sentSales
- Client onboarding formClient
- Documents collectedCoordinator
- Payment approvedFinance
- Free-zone processingOperations
- Supervisor approvalSupervisor
Track
Two audiences, one truth. Management sees every application, agent and dirham. The client sees their milestones and a date.
- Role dashboards for sales, coordination, operations, finance and admin.
- An executive System Overview with funnels, revenue against expenses and trends.
- A finance approval queue with bulk actions and a discount guardrail.
- A client-facing ETA that pauses whenever you are waiting on them.
- Documents received
- Payment confirmed
- Name reservation
- License issued
Grow
The license is issued and the client becomes a managed company. This is where the recurring revenue is, and where most licensing firms currently lose the relationship.
Requests from a phone
Visas, cancellations, salary certificates, NOCs, bank letters, corporate tax and legal work, ordered from the app in seconds.
A profile that accumulates
Every license, document, payment and request stays on the client record. Years of history that does not leave when an account manager does.
Renewals in view
A thirty-day renewals widget so the conversation starts before the client notices the date.
Walk your own process through these six stages
Bring a real enquiry and a real application. We'll map both onto these stages so you can see whether this actually fits how you work.