Fidar CRM captures leads from every channel, moves each deal through a transparent pipeline and reminds your team what the next step is — in English or Persian, with Gregorian or Jalali dates, connected natively to the rest of your ERP.
No credit card required · import contacts from Excel in minutes
Problem and solution
In most companies sales information is scattered across spreadsheets, reps’ personal notebooks and chat groups. Sales managers never get a clear picture of the pipeline, and when a rep leaves, the customer history leaves with them.
Inbound calls, website forms and trade-show business cards each land somewhere different, and some are never followed up.
Every lead is captured with its source in a single list and assigned automatically or manually to the right rep; unowned leads are impossible to miss.
“We said we’d call next week” isn’t recorded anywhere, and the deal goes cold.
Each deal carries a scheduled next activity. Deals with nothing planned are flagged with a gold warning label.
The weekly report is stitched together from reps’ spreadsheets by hand and is always days out of date.
A live kanban pipeline, weighted value per stage and next month’s revenue forecast with zero manual work — plus an automatic report every Saturday morning.
When a rep moves on, the negotiation history stays on their personal phone and messaging apps.
All notes, calls and files live on the customer record and transfer in full to the next owner.
Capabilities
Spend week one on data, not settings. Collect customers and open leads from reps’ spreadsheets, load them through the import wizard and merge duplicates on the spot. A CRM that starts with dirty data loses the team’s trust on day one.
In week two, build the pipeline. Most teams work better with four or five stages than ten; write a clear exit criterion for each, such as “quote sent and receipt confirmed by the customer”. Set conservative default probabilities and correct them after three months of real data.
Week three is about habits: one simple rule — no deal without a future activity — and a short weekly meeting held on the kanban view only. When the sales manager reads reports from the CRM instead of spreadsheets, the team keeps the data current.
Integration
Fidar CRM isn’t a standalone tool that gets “integrated” with accounting later. Contacts, activities and permissions are shared from day one, and every module you switch on connects to the same deals with no data migration.
This is the same chain shown on the home page as the document chain: from lead to bank reconciliation.
Reports
These reports work from day one. With the no-code report builder you can adapt any of them, pin them to a dashboard or schedule them for automatic delivery.
Access
Reps see only their own and their team’s deals, branch managers see the whole branch, and discounts above a set limit can’t be saved without manager approval — all with the platform’s six access layers.
Security and user accessCRM — customer relationship management — software keeps every interaction with prospects and customers in one place: from the first call and lead to the quote, negotiation and contract. The goal is that no opportunity goes without follow-up and the sales manager knows where next month’s revenue will come from. See our guide CRM for small and mid-sized businesses.
Yes. Upload an Excel or CSV file; Fidar maps the columns to fields, normalises phone numbers and shows likely duplicates before saving so you can decide whether to merge them.
Yes. Each sales team can have its own pipeline with its own stages, win probabilities and required fields per stage — for example a project-sales pipeline separate from repeat sales.
The sales and accounting modules are on the roadmap. Because contacts and deals already live on the shared core, quotations and invoices will be created directly from these deals once those modules ship — no data transfer needed.
If you want them to. Record rules define which records each role can see: only their own, their team’s, their branch’s or everything. Sensitive fields such as margin can be hidden or made read-only per role.
Fidar is web-based and fully responsive, so it works completely in a mobile browser. Reps can add a note, change the stage or schedule the next activity right after a meeting.
One shared list of people and companies for every module.
Calls, meetings and tasks with Jalali or Gregorian calendar and reminders.
Pivots, charts and drag-and-drop dashboards on all your data.
Quotations, orders, tiered discounts and field-sales routes.
Import contacts from Excel, set up your stages and see a real pipeline report this week.