CRM
Every lead, follow-up and customer conversation in one place, one click away from a quotation.
A standalone CRM tells you who you spoke to. Square Loop CRM also tells you what they bought, what they owe and what is in stock for them, because it lives inside your ERP. Your sales team stops switching between apps and starts closing.
Leads
Log leads from walk-ins, calls, referrals and campaigns. Assign them to salespeople, track their status and convert the good ones into customers and opportunities without re-typing anything. Call or WhatsApp a lead in one tap from the mobile app.
Pipeline
Move opportunities through your stages, see expected value at each step and know which deals need attention this week.
Activities
Schedule calls, visits and meetings, get reminded when they are due and record the outcome. Managers see every salesperson’s activity at a glance.
Complaints
Log customer complaints, assign an owner and track them to resolution, so after-sales service is as organised as the sale.
Referrers and conversion insight
Track architects, contractors and agents who refer work to you, and report sales by referrer. The Quotation Conversion report shows which quotes turn into orders and which ones don’t.
No lost leads
Faster follow-up
Clear pipeline value
CRM and ERP in one
No. It is part of Square Loop and shares customers, items and quotations with the rest of the system.
Yes. Leads, activities and opportunities are all available in the mobile app.
Related modules
Every module shares the same customers, items and ledger. See all features or go back to the Square Loop home page.
Quotations, orders, deliveries and invoices in one flow
40+ live reports and role-based dashboards
Quotations, live stock, barcode scanning and approvals on Android and iOS.
Book a free 45-minute demo and see Square Loop CRM working with your own products and processes.
Square Loop is the ERP built for trading businesses. Sales, purchasing, inventory, accounts, CRM, delivery and HR work together in one loop, on the web and on your phone.
Industries
Office
Al Helali Street
Al Nahyan, Zone 1
Abu Dhabi, UAE
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