UMRAH AGENCY CRM
Website, WhatsApp, phone, walk-ins, resellers: every enquiry enters a single pipeline, attached to the offer that generated it, and becomes a pilgrim file with no re-entry.
Agencies in the UK, France, Europe and the Maghreb
Built to sell departures, not to track generic contracts.
Every form on your website creates a lead attached to the right Umrah package, with the requested departure date and room type.
Website, WhatsApp, phone, agency, reseller, campaign: you know where your sales come from and where to invest.
New, contacted, quote sent, deposit received: the status of each lead is read per offer, not in one global list.
A lead without a reply, a quote without an answer, a promised deposit: the adviser is notified at the right moment.
Conversations on the agency's number appear in the lead's file, whichever adviser replies.
A sale becomes a pilgrim file in one step: identity, offer, room and deposit are carried over, nothing is re-entered.
Enquiries arrive on three channels
Website, WhatsApp and phone land with three different people; nobody knows how many enquiries an offer actually generated.
The quote goes out, the follow-up stops
Without a scheduled follow-up, a hesitant prospect is lost to the agency that called back.
The sale is retyped into the file
Name, passport, room, deposit: everything is re-entered, with the errors that come with it.
It is a sales follow-up tool built around departures: every enquiry (website, WhatsApp, phone, agency, reseller) becomes a lead attached to a specific offer, moves through a pipeline (contacted, quote sent, deposit received) and turns into a pilgrim file once the sale is closed. Unlike a generic CRM, it understands departures, room types, companions and deposits, and it passes that information on to the file without re-entry.
From your website first: every published offer has its own sign-up form, and every sign-up creates a lead. Then from WhatsApp, the phone, walk-in visits, resellers and the campaigns you run. Each lead keeps its original channel, so you can see, offer by offer, which channel produces sales and which one only produces questions.
Yes. Your agency's WhatsApp number is connected to OmraDesk: conversations appear in the file of the lead or pilgrim concerned, whichever adviser replies. Message templates (confirmation, deposit reminder, documents to provide) are sent from the file, and the assistant can answer common questions based on your actual offers.
When the sale is closed, the adviser converts the lead into a file: the identity, the offer, the room type, the companions and the deposit already recorded are carried over as they are. The pilgrim file starts complete, with the list of what is still missing (passport, photo, balance), and the lead leaves the sales pipeline.
Yes. Each adviser has their own account; leads can be assigned, reassigned and filtered by adviser, by offer or by channel. The history of each lead shows who called, who sent the quote and when. An agency with several branches sees its pipelines separately or consolidated, depending on the user's role.
A 20-minute demo with your offers and your channels, then a free 24-hour trial. No commitment.