Services · Mobile app development · CRM software

CRM software built for Saudi rules, Saudi payments and sales teams in every region.

Codeeo delivers CRM software development Saudi Arabia companies can run nationally: one system for leads, accounts, deals and service, designed Arabic first and planned around the PDPL, ZATCA e-invoicing and local payment rails from the start. For a business selling in Riyadh, Jeddah, Dammam and beyond, the CRM becomes the single place where every region's customers and pipeline are visible, with the controls Saudi regulators and enterprise buyers increasingly expect.

Our team of 80+ works from Riyadh, Dubai and Karachi. We have delivered 200+ projects across the UAE and the US, and we bring that delivery discipline to Saudi CRM programmes with people on the ground in the capital.

Built for
Saudi companies and foreign firms with Saudi entities that sell across several regions and need one compliant CRM.
Typical timeline
We set the release plan in discovery, including the order in which regions go live, and confirm dates in writing before design.
What you own
Full ownership of code, data, hosting accounts, integrations and app store listings, with documentation for your own IT team.
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

National requirements, built in

What a CRM needs to work properly across the Kingdom.

Most CRM products were designed elsewhere and adapted for Saudi Arabia later, if at all. Arabic often arrives as a translation layer, Hijri dates are missing, company records have no place for a commercial registration or VAT number, and nobody has thought about where personal data is stored. Those gaps feel small at first and become expensive once the system holds a few years of customer history.

A Saudi CRM should treat these local requirements as part of the core design. The capabilities below cover the national layer we plan for every client. City specific pipelines, industry fields and integrations sit on top of this foundation and change from one business to the next.

Explain your project
  • Saudi company master data

    B2B accounts carry commercial registration number, VAT registration number, legal name in Arabic and English, and the Saudi National Address. Sales staff can see at a glance whether a customer's details are complete enough for contracts and compliant invoices before a deal reaches finance. Duplicate checks run on the registration number, so the same company entered twice by two regions is caught immediately.

    Clean customer data that finance and ZATCA reporting can rely on.

  • Regional territories and pipelines

    Central, Western and Eastern regions, plus Qassim, Asir, Tabuk or any territory you define, each with its own managers, targets and pipeline views. National leadership sees totals, and regional heads see the detail that matters to them. When a national account buys in several regions, one owner is named and the others are credited for their share.

    One national picture with regional accountability.

  • PDPL consent and data requests

    Each contact stores the lawful basis for processing, consent dates and marketing preferences. A request centre logs access, correction and deletion requests from individuals, assigns them to staff and records completion, as the Personal Data Protection Law expects. Retention rules remove or anonymise old records on a schedule your legal adviser approves.

    Data subject requests answered on record, not by improvisation.

  • Nafath verified customer portal

    Where your service needs strong identity checks, such as finance, insurance or high value contracts, a customer portal can use Nafath for sign in through an approved integration route. Customers see their requests, documents and account status without phoning a branch. Verified identity is stored as a status on the contact, not as a copy of national identity data.

    Verified customers served without paperwork.

  • Payment status from local rails

    Payment links and status from your gateway, covering mada cards, Apple Pay and STC Bank, and SADAD bill references where you issue them, shown against each customer and order. Collections teams follow up on unpaid items from the same record sales uses. Refunds and failed payments appear on the timeline, so nobody chases a customer who already paid.

    Sales and collections see the same payment truth.

  • Registered SMS and WhatsApp messaging

    SMS in Saudi Arabia goes out under registered sender names, and WhatsApp business messaging needs approved templates. The CRM sends reminders, confirmations and campaigns through compliant providers, logs every message against the contact and respects opt outs automatically. Campaign reports show delivery and replies by region, which tells marketing where messages are landing.

    Customer messages that are compliant and traceable.

  • Hijri calendar and the Saudi working week

    Dates display in Hijri and Gregorian, the Friday and Saturday weekend is built into reminders and service levels, and reduced Ramadan working hours can be applied to targets and response times so reports stay fair. Public holidays such as the Eid breaks and Saudi National Day are loaded each year so follow up dates never land on a closed office.

    Schedules and reports that match how Saudi teams work.

  • ERP and Fatoora handoff

    Won deals create orders in your ERP, which issues invoices through its integration with ZATCA's Fatoora platform. Invoice numbers and payment status flow back into the CRM, keeping the regulated invoicing process in one place. Customer credit status from the ERP also appears on the account, so sales sees risk before offering terms.

    No second invoicing system to keep compliant.

  • Security controls and audit trails

    Role based permissions, strong authentication for staff, encryption and detailed logs of who viewed, exported or changed records. For businesses serving government entities, we map these controls against the National Cybersecurity Authority's requirements that apply to you. Access reviews can be exported for internal audit at any time.

    Evidence ready when enterprise or government clients audit you.

  • Branch and multi entity structure

    Groups with several legal entities or many branches keep separate data where they must and shared customer views where they can. Branch staff see their own customers, while head office tracks performance across every city. Opening a new branch in Abha or Buraydah becomes a configuration task rather than a development project.

    Growth into new cities without rebuilding the CRM.

Who this is for

Four kinds of Saudi business that need a national CRM.

A national CRM programme is a bigger undertaking than a single office system. It earns its cost when a company sells in several regions, handles regulated personal data, or must report consistently to a board, group or foreign parent. These are the situations where we see that case most clearly.

Each one needs the same national foundation and a different layer on top.

01

National distributors and FMCG suppliers

Companies supplying retailers, pharmacies or contractors across the Kingdom run sales teams in several regions with different customers, routes and price lists. A national CRM with regional territories, a field sales app, account specific pricing and ERP integration gives management a reliable view of coverage and performance, region by region, instead of monthly spreadsheets consolidated by hand. Route plans, visit frequency targets and shelf audit photos make field activity measurable across cities that managers cannot visit every week.

02

Multi branch service chains

Clinic groups, car service networks, training institutes and similar chains serve customers who may visit a branch in one city and contact another later. A shared customer record, branch level permissions, booking and follow up flows, and PDPL compliant marketing let the chain treat each customer consistently wherever they appear. Sensitive data such as health information stays restricted to the staff who need it. Head office sees aggregated performance by branch without opening individual records it has no reason to read.

Healthcare clients need separate review of sector rules.

03

Regulated financial and insurance businesses

Finance companies, brokers and insurers supervised by SAMA or the insurance regulator work under stricter rules on customer data, outsourcing and record keeping. We design the CRM with those obligations in view, including identity verification, consent records and detailed audit trails, and we work with your compliance team rather than around it. Regulatory approvals remain your responsibility, and we plan the build to support them.

Your compliance team signs off the design before build.

04

International companies building a Saudi presence

Foreign firms licensed by the Ministry of Investment often start Saudi sales with a borrowed global CRM that knows nothing about Arabic names, commercial registration numbers or Saudi buyers. We either build a Saudi CRM that syncs with group systems or extend the existing platform with a local layer, so the Saudi team gets a tool that fits and head office keeps consistent reporting. We agree early which system is the master for each field, which avoids months of conflicting records later.

How we deliver a CRM across several Saudi regions.

  1. 01National discoveryInterviews with head office and with sales teams in each region, because a process that looks uniform from Riyadh often runs differently in Jeddah or Dammam.
  2. 02Compliance designData categories, hosting location, consent rules, access roles and retention periods agreed with your legal and IT teams before any screen is designed.
  3. 03Core platform buildThe national foundation first: accounts, contacts, territories, security, Arabic and English interface, and the ERP link. Regional features follow once the base is stable.
  4. 04Pilot regionOne region goes live first, usually the one with the most engaged manager. Its feedback shapes the version every other region receives.
  5. 05Regional rolloutRemaining regions migrate in turn, each with data cleaning, role based training in Arabic and English, and support during its first weeks.
  6. 06National governanceA small group from head office and the regions reviews usage, data quality and change requests, and decides what goes into each later release.

Technology

What we build this with.

We select the stack around your existing systems, your hosting requirements and the team that will own the CRM long term. Hosting inside the Kingdom is discussed early, since it affects architecture and cost.

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

Questions about building a CRM for the Saudi market.

It depends on scope, so we explain the drivers rather than quote a number blind.

The largest factors are the number of user roles and regions, the integrations needed with ERP, payment gateways, messaging providers and identity services, the volume and condition of data to migrate, and any sector specific security or hosting rules. A focused first release covering the national foundation keeps the starting investment controlled, and later releases add modules as the business sees value. We price each release from a written scope after discovery.

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