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CRM Portal for Consultancies

A lead-to-invoice CRM with WhatsApp follow-ups and document storage

Just as important, cRM Portal from GoldenKey are built for consultancies, real estate, agencies and clinics, with UAE payment gateways, WhatsApp integration and VAT-compliant invoicing where relevant. On the ground, our CRM Portal package includes lead pipeline, quotations and invoices, WhatsApp templates and document vault, priced from AED 15,000 and confirmed in a written scope before work begins.

Why CRM Portal

Projects are delivered by Zaini Developers, the studio that builds GoldenKey's own CRM, client portal and this website. A lead-to-invoice CRM with WhatsApp follow-ups and document storage.

How CRM Portal works with GoldenKey

  1. Step 1: Discovery
    Step 1

    Discovery

    GoldenKey maps requirements for your crm portal and agrees scope, timeline and cost up front.

  2. Step 2: Design
    Step 2

    Design

    You approve wireframes and a visual design built around your brand before development starts. For crm portal for consultancies, GoldenKey completes this stage with you on WhatsApp or by email.

  3. Step 3: Build and review
    Step 3

    Build and review

    Development happens in sprints with a staging link so you can review progress and request changes.

  4. Step 4: Launch and support
    Step 4

    Launch and support

    From day one, launch, team training and ongoing maintenance are included for your crm portal. For crm portal for consultancies, GoldenKey completes this stage with you on WhatsApp or by email.

Pricing

On the ground, the figures below for crm portal for consultancies are updated by GoldenKey whenever the issuing authority changes its fees, so the price you see is the current one. Pricing for crm portal for consultancies depends on the package you choose; every option below includes GoldenKey's service and the government fees stated.

CRM Portal
Starting priceAED 15,000

Lead management, client pipeline, invoicing and document portal

Request this service

Prices are indicative, in AED, exclusive of 5% VAT where applicable, and confirmed in writing before payment. Last updated 2026-10-06.

Why consultancies need this

Consultancies in the UAE compete on trust and convenience, and customers judge both from a phone screen. A crm portal built for consultancies includes the features that matter in that sector — lead pipeline, quotations and invoices and WhatsApp templates — and connects to WhatsApp, Google Maps and UAE payment gateways so enquiries turn into bookings or orders. GoldenKey scopes the project with your team, delivers a staging version for review and launches with training, so the system supports the business rather than adding to the workload.

Why the UAE

Since 2021, most mainland activities have allowed 100% foreign ownership, and free zones have always offered it, so crm portal for consultancies no longer requires a local partner. The dirham has been pegged to the US dollar since 1997, which removes currency risk for crm portal for consultancies and makes international pricing simple.

Why GoldenKey

Put simply, because GoldenKey works with the licensing authority, the immigration department and the banks every single week, we know exactly which documents each of them will ask for on a CRM Portal file. GoldenKey is a licensed business setup consultancy, not a reseller, which means your CRM Portal submission is prepared, checked and submitted by our own team. Our office is a short drive from the Ajman Free Zone, Ajman DED and the immigration centre, so physical submissions for crm portal for consultancies happen the same day they are ready.

In short, if you would like a written quotation for crm portal for consultancies, use the form below or message us on WhatsApp and we will respond as soon as possible.

Frequently asked questions

Can you integrate UAE payment gateways?

Absolutely. We integrate Telr, PayTabs, Stripe, Network International and bank gateways, and we can add Tabby or Tamara for instalments.

Do you provide hosting and maintenance?

Yes. Hosting, SSL, backups and a maintenance plan are available, or we can deploy to your own hosting.

How long does a crm portal project take?

On the ground, simple websites launch within a few weeks; apps, ERP and CRM projects take two to four months depending on scope.

Is the price fixed?

In short, the quotation is fixed for the agreed scope. Changes are priced separately and approved by you before they are built.

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