Customer and contact management
A structured record for customer details, contacts, and related notes.
A unified operating system for your team
From the first inquiry to request closure: every work detail in one place
Wafi brings customer data, contacts, inquiries, requests, tasks, notes, and ownership together in one connected record. The team sees what needs attention now, while management tracks progress and delays from one dashboard.
Appointments, payments, import, export, and reports are available according to the plan and activity configuration.
Work requiring follow-up
A unified view of requests, tasks, and next steps
Open requests18
Today's tasks12
Need follow-up5
Requests requiring actionView all
Maintenance request — Al Nakheel CompanyIn progressAhmed
Cleaning request — Al Wajha ComplexAwaiting follow-upSarah
Registration inquiry — Al Roya SchoolNewMaryam
Review appointment — Business CenterScheduledKhalid
Next stepsToday
Confirm visit appointmentLinked to a maintenance request
Review customer detailsNew request
Send follow-upRegistration inquiry
Data, status, owner, and next step in one context
Core product capabilities
What does Wafi actually manage?
Instead of separate spreadsheets and scattered conversations, data and operations stay connected through clear modules the team can review and follow.
Lead management
Track inquiries and opportunities before they become active requests.
Request management
Create a request, define its stage, status, and owner, and follow it through closure.
Tasks and notes
Connect each task and note to the customer or request, then track completion and the next step.
Daily operations management
Connect the workflow with customers, requests, tasks, and ownership in one context.
Users and permissions
Organize team access according to each role and responsibility within the organization.
A connected workflow
One request, one record, clear ownership
Wafi preserves work context from the first customer interaction through request closure, instead of losing details across files and messages.
Record the customer or inquiry
Create a clear record of the customer, contact details, and needs.
Create the request and link it to the customer
Turn the inquiry into a request linked to the same record without duplicating data.
Set the stage, status, and owner
The team knows how far the request has progressed and who owns the current step.
Create tasks and follow-up
Assign tasks, record notes, and track what has been completed or delayed.
Close the request while retaining its record
Retain the request history, steps, and outcomes for future reference.
A relevant view for every role
From employees to management: everyone sees what is relevant to them
Permissions and ownership keep every team member focused on their work and give management a clearer view of ongoing operations.
What do I need to do now?
A clear list of assigned requests and tasks, with the next step for each case.
- Current tasks
- Assigned requests
- Related notes
Where is work getting held up?
Monitor ownership, statuses, delays, and items requiring intervention.
- Status of every request
- Current owner
- Delayed items
What is the full picture of the work?
A dashboard for work in progress and reports based on the plan and available modules.
- Operational overview
- Follow-up indicators
- Reports based on the plan
One product, in the language of every activity
Wafi adapts to how work is done without creating a different product for every sector
The core engine stays the same, while names, fields, and statuses adapt to the language your team uses every day.
Cleaning companies
Requests, visits, and teams
Cleaning requestSiteVisitTeamContract payment
Appointments and payments appear when the activity configuration supports them.
Maintenance companies
Service reports, technicians, and delivery
Maintenance reportTechnicianVisitSpare partCollection
Fields and statuses are configured to match the service journey.
Education
Registration, follow-up, and fees
Registration inquiryStudentParent or guardianAdmission stageFees and installments
Fees and installments depend on the plan and activity configuration.
Clinics
Inquiries, appointments, and follow-up
InquiryAppointmentCustomer recordAdministrative follow-upFees
Appointments and fees require a compatible configuration.
Clarity before the decision
What is standard in the product and what depends on the plan or configuration
We present Wafi capabilities clearly, without presenting a conditional feature as if it were available in every case.
Available in the product
Core operational capabilities available in Wafi.
Customer and contact records
Lead management
Requests, their statuses, and owners
Tasks and notes
Daily operations management
Users and permissions
Work dashboard
Based on the plan or activity configuration
Available after confirming the plan scope and activity configuration compatibility.
Bookings and appointments
Installments and payments
Data and terminology customization
Data import
Data export
Reports
For clarity: The website WhatsApp button is an independent communication channel. Wafi CRM integration and AI features are not part of the current product.
Would you like to see Wafi applied to your actual workflow?
Send your request and the team will review your activity and needs, then arrange the appropriate trial or demonstration.