Clients & Leads · العملاء والفرص
A CRM built around formation pipelines, with a 360° client profile and follow-up tasks.
Tasees | تأسيس
نظام التشغيل المتكامل لمقدمي خدمات تأسيس الشركات والخدمات القانونية — العملاء والطلبات والتجديدات والفواتير وبوابة العميل في مكان واحد.
Formation work is deadline work. Every missed filing, forgotten invoice or lost document costs money and trust. Tasees turns that scattered admin into one predictable operation.
كل موعد نهائي متأخر أو فاتورة منسية يكلفك مالاً وثقة. تأسيس يحوّل الفوضى الإدارية إلى تشغيل منظم.
Client data scattered across Excel, WhatsApp and email
One 360° client record with a full timeline
Renewal deadlines discovered after they pass
Automatic compliance calendar with early alerts
Invoices written by hand, currencies mixed up
Multi-currency invoicing with VAT and receipts
Clients calling to ask “where is my order?”
Branded client portal with live order tracking
0h
Admin hours saved per week
Less manual chasing, more billable work.
0%
More renewals captured
Deadlines surface before they expire.
0%
Faster collections
Invoices, reminders and receipts in one flow.
0+
Jurisdictions supported
UK, UAE, USA, KSA, EU and more.
Not a generic CRM. Every module maps to how corporate service providers actually work.
A CRM built around formation pipelines, with a 360° client profile and follow-up tasks.
Templates per service, SLA dates and client-visible steps — nothing falls between the cracks.
Registered entities with directors, shareholders and UBOs, plus UK & US registry sync.
Compliance calendar with staged reminders so no filing deadline is ever missed.
Quotations to receipts, multi-currency, VAT, partial payments and bilingual PDFs.
Row-level security keeps every workspace's data strictly separate and auditable.
From sign-up to your first paid order — usually the same day.
Add your brand, currencies, taxes and team in minutes.
Build a catalogue of products, services and packages with multi-currency prices.
Workflows move each order forward with SLA dates and client-visible progress.
Invoices, payments and renewals are generated and chased automatically.
We replaced four spreadsheets and a shared inbox. Our team finally sees every client in one screen.
The renewals calendar alone paid for the subscription — we stopped losing annual filings.
Clients love the branded portal. They track their own orders instead of calling us daily.
Pay for the clients you actively serve. Unlimited team members, orders and documents on every plan.
| Compare plans | Starter | Professional | Business | Enterprise |
|---|---|---|---|---|
| Monthly price | SAR 300 | SAR 600 | SAR 1,200 | Custom |
| Active clients | 200 | 1,000 | 5,000 | Custom |
| Team members | Unlimited | Unlimited | Unlimited | Unlimited |
| Grace period | 14 days | 14 days | 30 days | Custom |
| Orders and invoicing | ||||
| Renewals and compliance | ||||
| Client portal | — | |||
| Custom domain white-label | — | |||
| Customer track network | — | |||
| Custom workflows | — | |||
| Profit and loss reports | — | — | ||
| Advanced staff permissions | — | — | ||
| Bulk Excel import | — | — | ||
| SSO and API access | — | — | — | |
| Support | Priority email | Priority | Dedicated manager |
Yes. Every workspace is isolated at the database level with row-level security, so no other tenant can read your records.
Yes. White-label branding, your logo and colours, your own domain and email sender for client-facing pages and messages.
Fully bilingual Arabic/English with RTL layouts and bilingual invoice PDFs.
Plans are priced by active clients. You get a grace period when you reach the limit and can upgrade at any time.
ابدأ اليوم وأدر عملاءك وطلباتك وفواتيرك من مكان واحد.