Customer Relationship Management Software

From Businesses to Individual clients, manage your client relations online with cloud-based Daftra. Stay connected to your prospects and clients, close deals and sell to customers while catering to their needs, from purchases, assigned specialists, to online appointment bookings and follow-ups, subscriptions and memberships and access to their own portal.

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Free 14-Day Trial

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No Credit Card Required

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No Setups

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All-App Inclusive

Engage Clients

Share invoices, quotes, and projects with your clients, and easily get their interactions through the client portal.

Track Payments

Get accurate statements for client balances, monitor payments and dues,and sync all financial data effortlessly.

Unify Communication

Bring together reminders, emails, calls, SMS, and WhatsApp messages in one place for easier follow-up.

Customizedfor 50+ industries

Find out your industry. Find out how Daftra fits your business for free.

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Client Management

Build a complete client database to store purchase history, preferences, and communication details. Organize lead management and follow-up rules to simplify your sales pipeline. Gain clearer visibility into customer activity with a detailed timeline, and deliver deeper experiences that turn interactions into real sales and loyalty.

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Client Portal

Grant your clients secure access to their accounts and easily share invoices, quotes, and appointments. Enable them to book services, schedule meetings, and view their statements effortlessly through a robust client portal. Build trust, engage professionally, and strengthen their loyalty to your brand with Daftra.

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Service Bookings

Customize your services and packages, and let your clients self-book or schedule appointments online through their portal. Collect upfront payments to secure bookings, while Daftra manages employee availability and distributes appointments seamlessly according to your shift roaster.

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Simple, Smart, Next-Level CRM

Leverage Daftra’s powerful CRM and built-in tools to engage your clients, convert more leads, and streamline clear communications between your team and clients.

  • Client timeline and activity log
  • Multiple contacts management
  • Estimates and negotiations
  • Bulk database import and export
  • Bulk SMS and emails
  • Terms and conditions
  • Sales pitch attachment
  • Custom fields
  • Custom actions and statuses
  • Custom form builder
  • Tailored workflows
  • Email & SMS templates
  • Printable templates
  • Branded client portal
  • Account manager notifications
  • Client SMS notifications
  • Recurring appointments
  • Auto email & SMS reminders
  • Auto accounting journals

Loyalty Points

Enhance customer loyalty and build lasting relationships with structured loyalty programs. Set eligibility rules based on purchase history, spending levels, or criteria for specific items and client segments. Offer smart incentives that drive retention and keep customers engaged.

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Memberships

Design memberships and subscription plans with ease. Define the benefits and add-ons for each package. Set validity periods and expiration dates with automated credit management and renewal reminders. Track clients attendance and usage rules accurately. Stay updated on the most popular packages among your clients.

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CRM Page Breakers

Enhance Client
Experience, Boost Profits

Daftra simplifies communication and saves you time—smart, seamless, and efficient.

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SLA & Performance

Manage SLA agreements with clear performance metrics and defined responsibilities to ensure client satisfaction. Customize workflows to set KPIs, goals, and sales targets, and link them directly with commissions. Enable account managers to track commitments and achieve high performance levels with their clients.

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Client-Focused Reports & Insights

Generate detailed reports on client debts, statements, sales, and payments, along with their purchase and interaction history. Use business intelligence (BI) tools to track performance, enhance client engagement, and identify the products and services that best match your customers’ needs.

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Why Daftra Is Your Perfect
Partner For Business Solution?

Free Lifetime Updates

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.

Safe, Secure & Trusted

Daftra is GDPR-compliant, hosted on cloud-based servers, and 256-bit SSL-encrypted to ensure your data integrity, safety, and security.

Free, Quick & Reliable Support

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.

Remote: Yes. Disconnected: Never.

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.

Smartest Solution

For
Enterprises

Choose your ideal digital partner

Tailored for

Entrepreneurs,
Startups & Growing
Businesses

Expand and scale your business with Daftra.

For you, for
every size of
business

Unleash your potential. Unlock your growth.

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FAQs

Daftra Client Management Software makes managing client records easy by allowing you to organize and segment clients, prevent workgroup overlaps, and securely store all client data, including contact details, legal documents, and financial records, in one encrypted platform.
Daftra Membership Management Software helps you manage and customize subscription plans effortlessly by allowing you to create, modify, and assign plans tailored to your members' needs. It supports flexible billing cycles, automated renewals, and seamless upgrades or downgrades of plans.
Daftra helps encourage loyalty and business growth by allowing you to create loyalty programs with customizable eligibility rules based on purchase history, spend volume, and specific criteria. You can select items and customers eligible for loyalty points, ensuring your program is tailored to drive engagement and reward your most valuable clients.
Daftra Client Management Software boosts client engagement through a dedicated client portal where clients can view their account details, invoices, and payments. They can approve estimates, make payments online, and start project collaborations. The portal also allows clients to self-book services and meetings, making the process easier and more interactive.

Need Help?

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Get Support

Have a feedback, suggestion or need assistance with your Daftra account? We’ll get you the help you need 24/7 for free.

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Product Knowledge

Discover in-depth articles and step-by-step tutorials in Arabic and English that show you how to use Daftra and manage your business efficiently.

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Talk to Sales

Our team is happy to answer your sales inquiries, including exploring use cases for your team, billing, and discussing pricing options.

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