What’s new
Every update reaches every workspace as soon as it is out, with nothing for you to do.
For developers: every change to the API is announced here, and any route on its way out at least twelve months ahead.
ClientOS is now Master CRM
A new name and new colours: the app now lives at crm.mastersagencyint.com and the site at web.mastersagencyint.com. Old links take you to the new address, where you sign in once more.
Merge contacts entered twice
Merge a contact entered twice into one: its deals, notes and chats move over, it fills in what is missing, and you can undo it for 30 days. The “Possible duplicates” page lists contacts that are probably one person: the same email, a shared number, or a name written once in Arabic and once in Latin letters.
Search in Arabic or Latin letters
Search “Karim” to find «كريم», or “5aled” to find «خالد»: search finds a name from the start of any of its words, whatever letters it was typed in.
A getting-started list that follows your progress
The workspace's home page shows the first steps and which you have done: a first lead, a lead source, inviting the team and installing the app.
Files and voice notes on deals
Attach contracts, photos and documents to a deal, and record a voice note in the browser. Every file is scanned for malware before it is kept. On the Pro plan.
Invoices as PDF
Download your subscription invoices as PDF, in Arabic and English, from the Subscription page.
Saved views
Save the lead filters you use every day and get back to them in one click; managers can share them with the team.
Require two-step verification
Owners can require two-step verification of every member of the workspace. On the Pro plan.
Export all of a workspace
One ZIP with all your data as CSV and JSON, files included, at any time and at no charge, as the Customer Data Covenant promises.
API stability policy
Version 1 of the API is stable and changes only by adding; a route on its way out is announced here and in response headers at least twelve months ahead.
Webhooks for your other systems
Send lead events to your systems as they happen, signed, with retries when delivery fails. On the Pro plan.
Email from a deal
Email a customer from the deal's page, and see it on the deal's timeline. On the Pro plan.
Booking pages and meetings
A page where customers book meetings in your free times, meetings with a length, and a private calendar link to add to your calendar.
Reports and targets
Monthly targets for members and teams with progress and pace, sales contests, and a reports page that answers your team’s questions and emails them weekly or monthly (reports on the Pro plan).
Products and quotes
Branded quotes in Arabic or English that customers accept from a link, with price books and discount approvals. On the Pro plan.
Companies
The companies you sell to, with their people, deals and account manager.
Routing and follow-up
Rules that share leads across the team, escalation of a lead nobody contacted in time, and follow-up rules that add tasks.
Real-estate inventory
Projects, units, reservations and sales for real-estate teams.
Sample data
Try the product with sample data, and remove it in one click.
Facebook and Instagram lead ads through Make or Zapier
Leads from lead-form ads reach the pipeline; the Forms page shows how to connect them.
Pay by bank transfer and InstaPay
Pay for your subscription by transfer and tell us with the "I have paid" button; it is switched on once confirmed.
Master CRM launches
Leads, pipelines, contacts, tasks and the activity timeline, web forms, import from Excel, the dashboard and phone notifications, in Arabic and English.