Excelia CRM GuideEverything you need to use the CRM, step by step

From the first lead to the contract, collections and handover, with screenshots, in English and Arabic.

Sales agents

Your day on the Today page, leads, logging calls and follow-ups, and reserving a unit for a client.

Start your day

Lead distribution, approvals, teams and targets, the sales funnel and reports.

Manager tools

Projects and units, the Installments Generator, holds & EOIs, and deals & contracts.

Projects and units

Installments, payments and cheques, commissions, brokerage and collection reports.

Collections

First-day setup, users and roles, integrations, importing from Excel and privacy.

Set up your company

Install the app from the browser, turn on notifications and work from screens made for the phone.

The phone app