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Lijixالعربية
CLIENT RELATIONSHIP MANAGEMENT

Every client.Every opportunity.

Business relationships with the working detail behind them.

Maintain client profiles and multiple contacts, document meetings, and manage business leads with their own tasks, files, discussions, and updates. Coordinate follow-ups with authorized colleagues and review awarded or rejected outcomes through CRM reporting.

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Client contacts & meetingsLead tasks, files & chatFollow-ups & outcomes
Lijix / Clients & CRMExample

Relationships & opportunities

Clients, leads and shared ownership.

Showing 2 of 4 leads

Selected valueAED 50,000.00

Sample CRM records. Select a lead or client to explore.

Clients, opportunities and the people behind them.Illustrative workspace · Lijix
EXPLORE THE CAPABILITIES

Relationships, opportunities, and next actions.

Business relationships with the working detail behind them. Explore the capabilities and the business information they bring together.

Client records

Centralized client records for every relationship.

Maintain client business information, multiple contact persons, relationship history, and meeting context. Give account owners a shared reference for the people and activities behind each relationship.

  • Client profiles

    Keep business details and relationship information together.

  • Multiple contacts

    Record procurement, finance, technical, and other representatives.

  • Client meetings

    Maintain discussions, outcomes, and follow-up actions.

  • Continuity

    Keep the history available as account responsibilities change.

Web platformPreview
Client recordsClient directory table with business and contact information.View screenshot
Web platform · Client records
MOBILE / Client records

Client context, close at hand.

Review the client cards and contact information available from mobile.

  • Client directory

    Browse the clients listed in your workspace.

  • Contact context

    Review the contact fields recorded on each client card.

  • Search and filter

    Use the available search and filter controls to find a client.

Mobile app: Client context, close at hand.View screenshot
Mobile app · Client records
Business leads

Capture every opportunity and move it forward.

Create an opportunity with its own owner, status, tasks, files, discussions, and activity history. Coordinate follow-ups, share the lead with authorized colleagues, and record the final awarded or rejected outcome.

  • Lead records

    Capture enquiries, proposals, tenders, and opportunities.

  • Tasks & files

    Keep commercial actions and supporting documents together.

  • Chat & updates

    Discuss the opportunity and maintain its activity history.

  • Commercial outcomes

    Close the opportunity as awarded or rejected.

Web platformPreview
Business leadsLead card overview with stage filters, owners and opportunity values.View screenshot
Web platform · Business leads
MOBILE / Business leads

Keep opportunities in view.

Review lead status, ownership and recent updates from the lead card.

  • Lead stage

    See the recorded stage and available outcome filters.

  • Commercial context

    Review the value, client and probability shown for the lead.

  • Follow-up context

    Check the owner and recent update before your next discussion.

Mobile app: Keep opportunities in view.View screenshot
Mobile app · Business leads
Sales collaboration

Give colleagues shared context for the opportunity.

Share business leads with authorized colleagues and keep internal commercial discussions connected to the record. Give teams clear ownership and access to the information they need to coordinate the opportunity.

  • Sales Groups

    Create and manage team groups

  • Team Structure

    Departments, branches, and hierarchy

  • Access Control

    Role-based team permissions

  • Activity Visibility

    Monitor team status and movement

Web platformPreview
Sales collaborationSales team table with members and responsibility information.View screenshot
Web platform · Sales collaboration
MOBILE / Sales collaboration

Know who is working together.

Review the sales groups and member counts shown on mobile.

  • Sales groups

    Browse the teams recorded in the sales workspace.

  • Team size

    See the member count shown for each group.

  • Group ownership

    Review the creator and recorded group details.

Mobile app: Know who is working together.View screenshot
Mobile app · Sales collaboration
Targets & ownership

Make follow-ups and commercial ownership visible.

Review sales-team targets and ownership alongside business opportunities. Keep the responsible employee, follow-up activities, and colleague collaboration visible so teams can understand what should happen next.

  • Team Grouping

    Organize teams and structures

  • Target Tracking

    Monitor assigned and achieved goals

  • Team Collaboration

    Notes, comments, and updates

  • Performance Visibility

    View progress and ownership clearly

WEB & MOBILE

On mobile: Monitor assigned goals and achieved results in real time; See member responsibilities and sales accountability clearly; Share updates, targets, and team collaboration across devices.

Web platformPreview
Targets & ownershipMonthly sales target configuration dialog.View screenshot
Web platform · Targets & ownership
Reports

Live reporting for faster business decisions.

Review pending opportunities, sales activity, and commercial outcomes through CRM reports and analytical charts. Use the available information to understand business development activity and where follow-up is needed.

  • Live Reports

    Dashboards and real-time sales views

  • Revenue Analytics

    Track revenue and pipeline movement

  • Team Metrics

    Measure target and sales performance

  • KPI Tracking

    Monitor conversion and activity rates

WEB & MOBILE

On mobile: Review sales income and business movement in real time; Monitor lead progression, conversion, and sales activity; Keep sales metrics and performance insights available anywhere.

Web platformPreview
ReportsEmployee sales report with target trend and recorded sales values.View screenshot
Web platform · Reports
FROM INFORMATION TO ACTION

From a client relationship to an outcome.

Bring the right information, people, and next actions together in one connected business environment.

  1. 01

    Record the relationship

    Create the client profile and relevant contact persons.

  2. 02

    Open the opportunity

    Record the lead, responsible owner, and business information.

  3. 03

    Coordinate follow-ups

    Connect tasks, discussions, meetings, files, and updates.

  4. 04

    Review the outcome

    Close the opportunity and use reporting to understand commercial activity.

A FEW USEFUL DETAILS

Working with
client relationships.

Practical details about client relationships and the connected working environment.

Can a client have more than one contact?

Yes. Lijix supports multiple contact persons associated with each client organization, including procurement, finance, technical, and senior management roles.

What stays inside a business lead?

A lead can maintain its own tasks, files, chat, updates, activity history, and relevant business information.

Can colleagues share an opportunity?

Authorized colleagues can share and coordinate business leads while retaining appropriate access.

How are outcomes recorded?

Close opportunities as awarded or rejected and review reporting and charts for commercial activity.

ONE CONNECTED PLATFORM

Explore the rest
of your workspace.

Follow the people, work, information, and business relationships connected to this module.

Contact
Let’s Connect
Your Business
E-mail address
[email protected]
Phone number
+971 4 235 0900
Office Address
City Avenue BuildingDubai, UAE
Business Hours
Monday to Friday: 9:00 AM to 6:00 PMSunday: Closed

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