عربي Free health check

CRM builds, audits, fixes and monthly care · GCC

A CRM your sales team trusts.

We check your CRM, fix it, and keep it running. No CRM yet? We'll build one that's ready for sales.

Built in the CRM you already pay forArabic and EnglishKept healthy every month

CRM health report

Sample
54
Health scoreout of 100 · 7 areas checkedZoho CRM · [Company] · Riyadh
  • Pipeline and stagesFix
  • Data qualityFix
  • Fields and structureWatch
  • AutomationWatch
  • IntegrationsFix
  • Reports and dashboardsWatch
  • Adoption and accessHealthy

“We have a CRM, but…”

Most CRMs are paid for every month and trusted by nobody

Nobody trusts the data

Duplicates, missing phone numbers, and the same company spelled three ways in Arabic and English.

The stages don't match how you sell

So reps skip them, and the pipeline report is fiction.

The real work happens on WhatsApp

And in spreadsheets. The CRM gets updated once a week, if at all.

New leads wait days for a reply

Nothing routes them and nothing reminds anyone.

Licences nobody uses

Integrations never connected, and automations that broke months ago without anyone noticing.

Leadership asks for a spreadsheet

Because the dashboard can't be trusted.

No CRM yet? Then your deals live in inboxes and personal WhatsApp chats. When a rep leaves, their pipeline leaves with them.

What PipeCheck does

We give you a CRM that works, and we keep it working

We don't sell licences and we don't push migrations. We stay after go-live.

Get a CRM health check

Have a CRM

Check → Fix → Run

We score your CRM's health, fix what's red, and keep it healthy every month.

No CRM yet

Build → Run

We map how you sell, build a CRM that's ready on day one, train your team, and keep it healthy every month.

Ready for sales, not just installed

Eight things every PipeCheck CRM has

A new build gets all eight. A fix gets the ones your health check found missing or broken. Every month, we keep all of them working.

  • 01

    Pipeline and stages

    Stages that match how you really sell, with clear rules for moving a deal forward.

  • 02

    Data integrity

    A clean import from your spreadsheets, rules that stop duplicates, required fields, and Arabic and English names matched.

  • 03

    Messaging sequences

    Email and WhatsApp sequences and call tasks, written in English and Arabic, loaded into your CRM.

  • 04

    Automation

    Leads routed to the right owner, stages updated and hand-offs made, without anyone copying data.

  • 05

    Reminders and tasks

    Alerts when a new lead is waiting, follow-up and meeting reminders, and no deal left without a next step.

  • 06

    Integrations

    Email, WhatsApp Business, calendar and booking links, calling, website forms and your ERP.

  • 07

    Dashboards

    Pipeline, conversion by stage and activity, straight from the CRM, so nobody needs a spreadsheet.

  • 08

    Training and handover

    Your team trained on the setup, with a short playbook in Arabic and English, so it's used from week one.

The CRM health check

Seven areas, one score

Every area gets a status, the evidence behind it, and the first fix. Together they make your CRM health score out of 100.

  • 01

    Pipeline and stages

    Do the stages match how you really sell? Are deals moving, or parked for months?

  • 02

    Data quality

    Duplicates, missing phone numbers and titles, stale records, Arabic and English spellings.

  • 03

    Fields and structure

    Required fields, picklists, custom fields nobody fills, and objects that fit your business.

  • 04

    Automation

    Lead routing, follow-up tasks, response-time alerts, and workflows that quietly broke.

  • 05

    Integrations

    Email, WhatsApp, calendar, calling, website forms and your ERP. Connected, or copied by hand?

  • 06

    Reports and dashboards

    Do leadership's numbers come from the CRM, defined the same way by everyone?

  • 07

    Adoption and access

    Do reps actually work in it? Roles, permissions, and licences nobody opens.

  • +

    Across all seven: compliance

    Consent and opt-outs, Saudi PDPL, the UAE data protection law, data residency, and WhatsApp Business rules.

HealthyWorks and is used. Keep it.WatchWorks partly, or is drifting.FixBroken or missing. On the fix list.

A score, a status for each area, and the fix

Sample report for illustration. Not a client result.
AreaStatusFindingFirst fix
Pipeline and stagesFixStages don't match the real sales process, so reps skip themRedesign the stages with the team, then require key fields
Data qualityFixMany contacts are duplicated, often as Arabic and English versionsMerge them and add a duplicate check on import
Fields and structureWatchDozens of custom fields, most never filledRemove unused fields, require the five that matter
AutomationWatchLead routing exists, but no follow-up remindersAdd reminders and a same-day response alert
IntegrationsFixWhatsApp conversations aren't logged in the CRMConnect WhatsApp Business
Reports and dashboardsWatchThe dashboard counts activity onlyAdd pipeline created and conversion by stage
Adoption and accessHealthyReps log calls and meetings dailyKeep it

Free CRM health check

See how healthy your CRM is, in 30 minutes

Tell us a little about your sales team and your CRM. We'll look at it with you on a 30-minute call, then send you a short report. It's free, and it's yours to keep whether or not you work with us.

What you get

  • Your CRM health score out of 100
  • A status for each of the seven areas: Healthy, Watch or Fix
  • Your top three fixes, ranked by impact
  • No CRM yet? The setup we'd recommend for your team, and which CRM fits it

Step 1 of 2 · About you

About you

Takes about two minutes.

Packages

Start where you are. Stay healthy every month.

4 weeks · 6 at most

Build

We map how you sell, set up all eight blocks in Zoho, HubSpot or GoHighLevel, import and clean your data, connect your tools, and train your team.

Sold together with Run

1–2 weeks

Check

Your CRM health score, the evidence for each area, and a fix list ranked by impact, presented to your leadership.

Fixed price · credited if you go on to Fix

2–4 weeks

Fix

We build what the Check found missing and repair what's broken, inside your own CRM, then train your team.

Fixed price, for the scope agreed after the read-out

Monthly

Run

A monthly health check against your baseline, admin work and small fixes from an agreed allowance of hours, new users and fields handled, and a short report for your leadership.

Keeps your CRM healthy long after the project ends

How it works

From first call to a CRM your team trusts

Done in about a month. Six weeks at most. Then we keep it healthy every month.

Before you sign · Free CRM health check. A two-minute form, then a 30-minute look at your CRM together. You get your health score and your top three fixes.

Start here

Have a CRM

  1. Week 1Access and evidence

    Read-only access, data analysis, a review of automations and integrations, and short interviews. Your baseline is recorded here.

  2. Week 2Read-out

    Your health score and fix list, presented to leadership. Quick wins start the same week.

  3. Weeks 2–4Fix

    Short cycles, a weekly demo, and acceptance criteria for every fix. Larger CRMs take up to week 6.

  4. Week 4Train and hand over

    Team training, a short playbook, and your health score measured again.

  5. Every monthRun

No CRM yet

  1. Week 1Map

    How you sell today, who does what, and the spreadsheets you rely on.

  2. Weeks 2–3Build

    The eight blocks, demoed every week.

  3. Week 4Import, train and go live

    Data imported, tools connected, team trained. Larger teams go live by week 6 at most.

  4. Every monthRun

Your CRM, or a new one

We build on three CRMs. We check and fix all of them.

We build on

For companies with no CRM yet. We recommend one on the first call, based on your team and budget.

  • Zoho CRM

    Good value for growing teams, and widely used across the GCC.

  • HubSpot

    Easy for teams to adopt, with strong email and marketing tools.

  • An all-in-one setup for small teams, with the licence included in your monthly Run plan.

We check, fix and run

For companies that already have a CRM. Whatever you use, we check the same seven areas and fix with the same eight blocks.

SalesforceMicrosoft Dynamics 365SAPOracleHubSpotZoho CRMOdooPipedriveFreshsalesKommoBitrix24GoHighLeveland others

If your setup is unusually complex, we tell you during the health check, and either bring in a specialist partner or leave that part out.

Partners and platforms

Every CRM your team is likely to use in the GCC

Global, mid-market or WhatsApp-first: we work in the CRMs GCC sales teams actually run on, and alongside the vendors and specialists behind them.

Enterprise

  • Salesforce
  • Microsoft Dynamics 365
  • SAP Sales Cloud
  • Oracle Sales
  • Oracle NetSuite

Growing teams

  • HubSpot
  • Zoho CRM
  • Odoo
  • Pipedrive
  • Freshsales
  • monday sales CRM
  • Creatio
  • SugarCRM
  • Insightly
  • Vtiger

All-in-one and WhatsApp-first

  • GoHighLevel
  • Kommo
  • Bitrix24
  • Zoho Bigin

Built on your ERP

  • Odoo CRM
  • ERPNext
  • Dynamics 365 Business Central

Don't see yours? We probably still work in it. Ask during your health check.

Your numbers, not ours

Every month, measured against your own baseline

  • Your CRM health score, and each area's status
  • Duplicate rate and field completeness
  • Speed to lead, and the share of leads followed up on time
  • Deals with a next step
  • Reps' activity logged in the CRM, and active users against licences
  • Hours of manual work removed each week

Our honest promise: we commit to the build, the fixes and keeping them working, because those are in our control. We don't guarantee revenue, because that also depends on your product, your pricing and your team.

Why us

Built by people who have run sales teams in the Gulf

We know how you sell

WhatsApp, phone, LinkedIn, Arabic and English. We build the CRM around how your team really works, not around a vendor demo.

We stay after go-live

Most CRM partners leave when the licence is sold. We look after your CRM every month.

We check the system, not the people

Findings are about how the CRM works. Anything about individuals goes privately to your sponsor.

Your CRM, your ownership

We work in your account. Everything we build is yours.

What an engagement looks like

A Kuwaiti IT-services company with a CRM nobody trusts

Illustrative example. Not a client result.
The situation
Two years on the same CRM. The sales director says the pipeline report “is whatever the reps remembered to update”, and the team works from WhatsApp.
Weeks 1–2 · Check
Three areas marked Fix: contacts duplicated in Arabic and English, stages that don't match how the team sells, and WhatsApp conversations that never reach the CRM.
Weeks 2–5 · Fix
Duplicates merged, a same-day response alert, redesigned stages, WhatsApp Business connected, follow-up reminders, and a dashboard showing pipeline instead of activity.
From week 6 · Run
A monthly health check, small fixes, and a one-page report to the sales director.
[X] → [X]CRM health score
[X]%duplicate rate after Fix
[X] hmanual work removed each week

Placeholder. Real client results go here once our first engagements report. We never fill this with estimates.

FAQ

Questions we hear

Do we have to switch CRMs?

No. We fix whatever CRM you already have. We only build a new one if you don't have one.

Which CRM do you build on?

Zoho CRM or HubSpot, or GoHighLevel for small teams. We recommend one during the first call, based on your team and budget.

Can we buy only the Check?

Yes. The Check is fixed-price, and if you go on to Fix, the Check fee is credited.

Can we buy only a Build?

A Build always comes with Run, so your CRM is looked after from the day it goes live.

Is it in Arabic?

Yes. Reports, playbooks, training and messaging sequences come in Arabic and English.

What access do you need?

Read-only access to your CRM to start, time with your sponsor and a few reps, and admin access once we start fixing. The timeline starts once access is in place.

Will our team feel judged?

We check the system, not the people. Anything about individuals goes privately to your sponsor.

Is our data safe?

We ask for read-only access wherever it's enough, sign a data processing agreement before we start, and delete any export within 30 days of finishing the work. Details are in our privacy policy.

Do you guarantee more revenue?

No. We commit to the build, the fixes and keeping them working. Revenue also depends on your product, your pricing and your team.

Next step

Find out how healthy your CRM really is.

Start with a free CRM health check: a two-minute form and a 30-minute look at your CRM together. No CRM yet? Fill in the same form and we'll talk about how you sell today.

Get a CRM health check

Free. We reply within one working day.