Services · Mobile app development · CRM software

CRM systems for Jeddah's trading houses, importers and Umrah operators.

We provide CRM software development Jeddah businesses use to keep customers, agents and orders in one place. Jeddah sells differently from the capital: family trading groups run several divisions under one name, importers move goods through the Islamic Port, and travel firms serve pilgrims heading to Makkah and Madinah. Each of these needs a CRM that follows its own rhythm, from container arrival to the Ramadan peak, rather than a generic sales funnel.

Codeeo's people sit in Riyadh, Dubai and Karachi, not Jeddah. We run discovery and workshops by video, with screen shares of the tools your staff use today, and we agree that rhythm before the project starts.

Built for
Family business groups, importers and distributors, Umrah and travel operators, developers and retailers based in Jeddah and the western region.
Typical timeline
Timing is set together in discovery and written into the scope, with the first release kept small enough to reach users quickly.
What you own
All code, data, hosting accounts, app store listings and integrations belong to your company from the first release.
Rated
4.7 / 5 from 23 Google reviews

200+ companies servedFrom a first store to an ADX listed developer

Modon
Majid Al Futtaim
HP
Belkin
Dulsco Group
OneClickDrive
Hanayen
HMS
Clocksprings
Ghezlan

What we build into a Jeddah CRM

Customer records that follow trade, travel and family groups.

Many Jeddah companies already have customer data, just scattered. The import division keeps a spreadsheet of wholesale buyers, the retail arm has a loyalty list, and the managing partner holds the important relationships in a phone contact book. A CRM here is often less about chasing new leads and more about joining what the group already knows.

The features below are the ones Jeddah clients ask for most. We pick the combination that matches your business, and we design every screen in Arabic and English together so staff on the shop floor and in the head office use the same system without workarounds.

We also respect how Jeddah companies actually make decisions. In many groups the owner approves large discounts or credit terms personally, often from a phone between meetings. The CRM sends those approvals to that phone with the context needed to say yes or no in one tap.

Explain your project
  • One customer across group divisions

    A single customer record shared by the trading, retail, real estate or automotive arms of a family group, with each division's deals and history visible to authorised staff. Cross selling becomes possible because the property team can finally see that a buyer is also a long standing wholesale client.

    The group sees its customers as one relationship.

  • Importer quote to delivery tracking

    Quotes, confirmed orders and expected arrival dates for goods coming through Jeddah Islamic Port, linked to each wholesale customer. Sales staff update the expected date when a shipment slips, and the customer gets a message instead of an angry phone call.

    Fewer delivery surprises for your buyers.

  • Overseas agent portal for Umrah operators

    For travel companies that receive pilgrims through partner agents in other countries, a portal where agents submit group requests, upload passenger lists and track status. Your team records Nusuk references and visa progress against each group, so nothing depends on a long email thread.

    Agent groups handled from one organised queue.

  • Seasonal campaign planning

    Ramadan, school holidays and the Umrah season shape demand across Jeddah. The CRM holds Hijri and Gregorian dates side by side, plans campaigns against both and shows last season's results beside this season's pipeline, so managers staff up in time. Campaign results are compared season against season, which shows whether an offer actually brought new customers or simply discounted sales you would have made anyway.

    Peaks planned from data rather than guesswork.

  • WhatsApp conversation logging

    Most customers in the city message before they call. Through the WhatsApp Business Platform, messages are logged against the right contact, assigned to a salesperson and kept when that person leaves, with templates approved for follow ups and reminders.

    Customer chats become company records.

  • Property lead routing

    Developers and brokers selling in north Jeddah and along the Corniche receive enquiries from property portals, the website and walk ins. Leads are routed by project and budget band, viewings are booked from the CRM, and each unit's reservation status is shared with the sales team.

    Every property enquiry reaches a person quickly.

  • Retail loyalty segments

    For retailers with branches across Jeddah's malls and high streets, purchase history from the point of sale feeds customer segments such as lapsed, frequent and high value. Marketing sends offers to each group through SMS, email or WhatsApp with consent recorded on the profile.

    Offers reach the customers most likely to return.

  • After sales service requests

    Warranty claims, installation visits and complaints logged as cases linked to the original sale. Technicians receive jobs on a mobile app, and the account manager sees open issues before calling the customer about their next order. Repeat complaints about a product line are visible to purchasing, which can raise them with the overseas supplier before the next shipment is ordered.

    Sales and service finally share one picture.

  • Field sales app for the western region

    Reps covering Jeddah, Makkah, Taif and Rabigh plan routes, check in at customer premises, take orders and photograph shelf displays from one app. Visits still record when the signal drops on the highway and sync once the phone reconnects, so managers see real coverage rather than reported coverage.

    Route coverage you can check, not assume.

  • Owner dashboards

    Group owners and general managers want a short daily view: new business by division, overdue follow ups, top customers and collections at risk. We design these screens for a phone first, because the people reading them are rarely sitting at a desk.

    Decision makers see the numbers that matter each morning.

Who this is for

Where a custom CRM pays off in Jeddah.

Jeddah's economy leans on trade, travel, property and consumer retail more than on government procurement. That shapes who gains from a CRM built to order. The four profiles below are the ones we see most often among western region companies, each with a different starting problem.

What they share is a customer base that is valuable, loyal and poorly recorded. The goal in each case is to make that knowledge belong to the company, so it survives staff changes and generational handovers.

01

Family groups with several businesses

Second and third generation managers often inherit divisions that grew separately and never shared customer data. We map how each arm sells, agree which customer fields are common, and build a shared core with division specific pipelines on top. Access rules respect the reality that not every family member or manager should see every division's numbers. The result is a group CRM that a new generation can run with professional reporting, and that outlives any single manager's contact book.

Governance rules are agreed with the owners before build.

02

Importers and wholesale distributors

If your margin depends on repeat orders from supermarkets, contractors or regional resellers, the CRM should know each buyer's order cycle, price list and credit position. We build reorder reminders, account specific pricing views and a field app for sales reps covering Jeddah, Makkah, Taif and smaller towns along the coast. Stock and invoicing stay in your ERP, with the CRM reading from it. Reports compare each rep's visits with the orders that followed, which shows quickly where coverage is thin and which accounts are buying less than they used to.

03

Umrah, Hajj and travel operators

Licensed operators serving pilgrims manage foreign agents, group bookings, hotels in Makkah and Madinah, ground transport and tight seasonal windows. A CRM designed for this work tracks each agent's performance, each group's documents and each booking's status. It complements the official Nusuk platform rather than replacing it, and it never makes promises about permits that only the authorities can grant. Season reports show which agents bring complete, well documented groups and which create rework, so commercial terms can reflect the difference.

Only for operators licensed by the Ministry of Hajj and Umrah.

04

Developers, brokers and showrooms

Property developers, car dealers and furniture showrooms deal with high value buyers who visit, think, compare and return. The CRM records every visit, test drive or viewing, schedules follow ups at the right interval and shows managers which salespeople convert walk ins best. Showroom tablets let staff capture details while the customer is still in the building. When a buyer returns weeks later, whoever greets them can see what they looked at, what they were quoted and who served them first, which avoids two salespeople claiming the same sale.

Six stages from scattered contacts to one Jeddah CRM.

  1. 01Find the dataWe locate every list, phone book, POS export and old system holding customer information across your divisions, and estimate how much of it is usable.
  2. 02Agree shared rulesOwners and managers decide which fields are common, who can see what, and which division owns each customer relationship when two of them sell to the same buyer.
  3. 03Design for the floorScreens for showroom tablets, warehouse counters and sales phones, not just office monitors, in Arabic and English, tested with staff who will use them daily.
  4. 04Build the core firstCustomer records, one pipeline and WhatsApp logging go live first. Division pipelines, portals and loyalty segments follow in later releases.
  5. 05Merge and launchDuplicates resolved, records merged, users trained by role. Launch timing avoids your busiest season so staff learn the system when they have room to.
  6. 06Review each seasonAfter each peak we compare the plan with what happened and adjust pipelines, reports and automations before the next one arrives.

Technology

What we build this with.

Technology is selected to fit what you already run and who will maintain it. If your POS or ERP is already chosen, the CRM is designed around it rather than the other way round.

01Mobile

  • Swift
  • Kotlin
  • Flutter
  • React Native

02Data and cloud

  • PostgreSQL
  • MySQL
  • MongoDB
  • AWS
  • Azure
  • Docker

03Marketing and tracking

  • GA4
  • Google Tag Manager
  • Search Console
  • Meta Pixel
  • Looker Studio

What Jeddah companies ask us about CRM projects.

With one shared customer record, not every feature at once.

The quickest win is usually merging customer lists from each division into one clean database, with clear rules about who owns which relationship. Once that works, add a pipeline for the division with the most active sales, then WhatsApp logging. Trying to launch every division's process at once tends to stall on internal debates, so we stage it and let the first division's success persuade the others. A visible early result, such as a cross sale between two divisions, does more for adoption than any internal memo.

Tell us what the business needs. We will tell you what to build first.

Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.

Get in touch

PROVEN RESULTS

4.7 / 5from 23 Google reviews