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Daftra Client Management & Follow-Up Software builds a complete database of clients, keeping purchase records and a detailed timeline of every interaction. Streamline lead cycles and follow-up logs to simplify your sales pipeline while tracking client and employee activities. Automate appointments, invoicing, and reminders through email and SMS. Empower account managers to deliver experiences that turn interactions into real opportunities with Daftra.
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Free 14-Day Trial
No Credit Card Required
No Setups
All-App Inclusive
Keep all client records, communications, appointments, and billing unified to save time and reduce manual work.
Don’t risk lost deals or dissatisfied clients due to forgotten calls, delayed invoices, or mismanaged client records.
Build loyalty and increase upselling opportunities by automating engagement, and tailoring client offers.
Find out your industry. Find out how Daftra fits your business for free.
Contact Management
Client Follow-Up
Client Attendace
Points & Credits
Memberships
Keep precise client records, categorize your clients into different segments. Use custom fields and statuses to design client profiles tailored to your business needs.
Manage client data in one secure location with strong, fully encrypted security for contact details, financial transactions, legal documents, and business records.
Assign and link account managers to clients with CRM tracking, appointments, and notification features. Add multiple contacts to each account for enhanced client management touchpoints.
Go from tracking to performance management using Daftra’s synced activity logs to understand how client-employee pairing works and intervene when required.
Provide clients with online access, manage permissions and privileges. Enable them to view account statements, invoices, transactions, and due payments.
Share estimates; once approved, convert to invoices, collect online payments, and begin project collaboration. Enable self-booking for services and meetings.
Daftra simplifies communication and saves you time—smart, seamless, and efficient.
Get Started NowProvide flexible pricing and payment options with custom price lists, installment plans, and tailored offers. Deliver discounts designed for specific client segments to boost upselling and retention.
Offers
Installments
Price Lists
Craft loyalty programs with eligibility rules based on purchase patterns and spending volume, and applicability criteria for specific items and customer segments.
Set sales targets and implement upselling, cross-selling, and downselling based on client segmentation. Boost team motivation and revenue growth with targets-based commissions.
Build workflows to track and assess customer care performance. Use NPS custom forms and generate detailed reports to measure client satisfaction, service quality, and long-term loyalty.
Our customer-focused and prime team is 24/7 ready to go your way all along to answer all your questions and introduce any changes you need.
Enable lead generation with online self-registration. Boost customer engagement through follow-up calls, emails, SMS, demos, and meetings. Track proposals and deal closures.
Track your leads' and customers' journey through phases with custom statuses, actions, and workflows. Nurture leads and engage customers with bulk emails and SMS.
Garner client satisfaction from detailed activity logs, follow-ups, and appointments reports. Extract services and products preferences, and sales agents interactions.
Generate aged debtors, payments, invoices, outstanding balances, and account statements reports. Fetch segmented and periodic sales and profitability reports.
Explore Daftra plans designed for different business needs, with flexible features that grow with you.
Free 14-Day Trial
No Credit Card
No Setups
All-App Inclusive
Daftra is rapidly and constantly growing and our support expands in response. Our forever updates, whatever your plan is, ensures your software is always covered so your business can grow with Daftra.
Daftra is GDPR-compliant, hosted on cloud-based servers, and 256-bit SSL-encrypted to ensure your data integrity, safety, and security.
Daftra support caters to every business need, 24/7, to our customer base utmost satisfaction. With or without Daftra user manuals, you are never lost looking up anything to use our system efficiently, quickly, and smoothly.
Wherever or whenever you are and from any logged-in device, get instant cloud-based access to run your business. And with Daftra’s desktop app, you can issue invoices immediately even when you’re offline.
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Tailored for
Expand and scale your business with Daftra.
Daftra provides you with a complete client management system, covering contact details, documents, invoices, notes, and follow-ups, all unified in one easy-to-use platform for your team.
Daftra offers a customized client portal that allows your clients to view invoices, payments, project details, and approve estimates online. This boosts engagement with your brand and streamlines client interactions.
Daftra supports tracking leads with automated calls, messages, offers, and meetings throughout the sales pipeline, helping you convert prospects into loyal and active customers efficiently.
Yes, Daftra provides comprehensive technical support to its users, free of charge, seven days a week, through multiple channels. You can reach the support team by phone, WhatsApp, or email, or through the Help Center, which includes articles, tutorials, and FAQs covering all of the system's features.
Yes, Daftra lets you send the invoice to the customer directly after creating it. You can send it manually by clicking the Send via Email button on the invoice page, and the customer will receive an email containing a link to the digital invoice. The system can also be set to send automatically whenever an invoice is created, with no manual action needed. The invoice reaches the customer as a PDF, along with a link to view and approve it online.
Yes, Daftra lets you store a complete profile for each customer, including core details such as name, address, contact information, and tax and business details, along with the full history of all their transactions with your company — invoices, payments, price quotes, and statements of account. Any customer's profile can be accessed at any time, giving you their entire history with your company at a glance.
Yes, Daftra lets you send bulk emails to your customers through the Send Email feature in the actions list on the Customer Management screen. You can select a specific group of customers or your entire list and send them a customized message all at once, whether to inform them of new offers, system updates, or occasions and holidays.
Yes, Daftra provides an API that lets you connect the system to your website and external CRM tools. Through this integration, you can sync customer, invoice, and payment data between Daftra and any external CRM system you use. In addition, Daftra offers direct integration with e-commerce platforms such as Salla and Zid, letting you connect your online store to the system and automatically sync orders and invoices.
Approved By
Daftra
Earn With Daftra
Account
Modules
Industries
Support
Mobile Apps
Fully compliant with Phase Two of e-Invoicing
Mobile Apps
Invoicing
POS
Offers
Installments
Sales Commission
KSA E-Invoice Software
EGY E-Invoice Software
JO E-Invoice Software
E-Invoice Software
Chart of Accounts
Asset Management
Cost Centers
Expenses
Cheque Cycle
UAE VAT-Tax
Product Management
Purchases
Purchase Cycle
Suppliers
Requisitions
Stocktaking
Organizational Structure
Personnel Management
Attendance and Leave
Contracts
Payroll
Requests
Work Orders
Booking Management
Rental and Unit Management
Time Tracking
Work Flow
Lease Contracts
Manufacturing Management 
Client Follow-Up
Loyalty Points
Points and Credits
Memberships
Insurance Management
Daftra ERP Full App
Point of Sales App
Point of Sales for Desktop – Support Offline Mode
AI Expenses Scanner App
Employee Attendance, Sign & ESS App
E-invoice Reader App
Inventory Stocktaking App
