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For business setup, PRO & typing centres

The business setup CRM that never lets a licence lapse.

ISSULOGIX CRM — Business Consultancy runs a consultancy from the first enquiry to the renewal three years later: leads and quotations, client companies and their people, every trade licence, visa and Emirates ID with its expiry date, applications at the authorities, and the invoices and VAT behind them. In English and Arabic.

Book a live demo See the plans
37
UAE authorities
12
Document types
₹599
Per month, from
18 48,600
Everything a consultancy runs on

A business consultancy CRM with the client, the paperwork and the money on one file

No spreadsheet of expiry dates beside a WhatsApp group beside a folder of scans. Every client company knows its licence, its partners and staff, their documents and expiry dates, its open applications and what it owes you, and every change keeps a history of who made it.

Leads & pipeline

Seven stages from new enquiry to won or lost, seven sources from walk-in to referral, a follow-up date on every lead and overdue ones first. Lost leads are kept, with the reason.

Every plan

37 UAE authorities, your price list

Seven mainland departments and thirty free zones across all seven emirates, ready on day one and fully editable. Each service carries your fee and the government fee separately.

Every plan

Client companies & document vault

Licence details, authority and emirate, partners with their shares, managers, signatories, PROs, employees and dependants, and every dated document with its scan.

Every plan

Trade licence scan

Upload a photo or PDF of a trade licence, in English or Arabic, and the licence number, dates, names, activity and TRN are read for you to confirm. A rescan updates the renewal instead of making a duplicate.

Every plan

Expiry & renewal reminders

Trade licences, establishment cards, Ejari, visas, Emirates IDs, passports and more, each with its own warning period, on one renewals board and in one email each morning.

Professional and up

Applications & case tracking

Eleven case types and eight statuses, a timeline of every step, fees recorded, and a flag when an authority has gone quiet for too long.

Professional and up

One diary for the day

Lead appointments, follow-ups and the dates you promised clients on their cases, grouped as overdue, today, tomorrow, this week and later.

Every plan

Consultancy reports

Which authorities earn you most after government fees, which are slowest to decide, the renewal workload for the next twelve months, and which lead sources actually convert.

Business and up

Permissions & audit trail

Separate rights for leads, clients, renewals, cases and reports. Money figures stay hidden from staff without access, and every record keeps who created and changed it.

Every plan
Expiry & renewal reminders

Every expiry date in one board, and one email each morning

Renewals are what a setup consultancy lives on. The renewals board puts the next 90 days of trade licences, visas, Emirates IDs and passports across all your clients in one place, so the renewal is your work, not a competitor's.

  • Twelve document types, each with its own warning. Trade licence 45 days, Ejari 60, passport 90, Emirates ID 21, and you can change any of them for your firm or for a single document.
  • The company and every person in it. Licence, establishment card, MOA, Ejari, share, VAT and COC certificates, and the passport, visa, Emirates ID and labour card of each partner, manager, PRO, employee and dependant.
  • One digest at 08:00, only when something is due. Your team gets one prioritised email instead of a flood of separate alerts.
  • Renewed, or not renewing, in one step. Record the new expiry and scan and the old scan is archived, not overwritten. A client who is not renewing stops the reminders, with the reason kept.
  • Pause a client without losing them. The servicing switch stops reminders and keeps the whole file for the day they come back.
3 11 42
Applications & case tracking

Every visa and licence application, from preparation to collection

When a client asks where their visa is, the answer is on the case: who has it, which authority, what was submitted when, what the government fee was and what you promised.

  • Eleven case types, from new trade licence, renewal, amendment and establishment card to new residence visa, visa renewal and cancellation, labour card, Emirates ID and attestation.
  • Eight statuses and a timeline, from being prepared and submitted to under review, waiting on documents, approved, rejected and collected.
  • Quiet cases flagged. An application with no movement for 14 days (you choose the number) is flagged, and a “waiting on us” count shows what is in your own court.
  • Government fee and service fee kept apart, so the reports show your real margin at each authority.
  • Approved becomes tracked. Record the issued document from the case and its next renewal is on the board from that day.
Leads & pipeline

From walk-in enquiry to quotation, client and invoice

The enquiry, the follow-up, the quotation and the client file are the same record moving forward, so a won lead becomes a client company with its accounting customer already made, and nobody types the details twice.

  • A seven-stage pipeline: new enquiry, contacted, meeting booked, quotation sent, negotiating, won or lost.
  • Calls, meetings, emails and WhatsApp chats logged on the lead. The first contact stamps your response time and moves the stage on by itself.
  • One next step on every lead, with gentle prompts for what is missing: no follow-up date, no authority, no value on a quoted lead.
  • Quotation in one click. The matching accounting customer is found or created, and finalising the quote moves the lead to quotation sent.
  • Referrers paid properly. A referral commission, as a percentage or a fixed amount, is raised as a draft bill in the accounts.
  • On the phone too. Add leads, log activity, read client files and scans, see renewals and update case status from the mobile app.
Built for the firms that do the paperwork

Made for consultancies that deal with authorities every day

Business setup, PRO and typing work share one shape: a client, a stack of dated documents, an authority with its own fees and its own pace, and a renewal that comes back every year. The app is built around that shape instead of a generic sales funnel.

Business setup consultancies

New companies, mainland and free zone, and the renewals that follow every year. Leads to quotation to client, the licence and its partners on file, and every expiry on the board.

Professional fits

PRO & government services

Visas, establishment cards, labour cards and Emirates IDs for your clients' staff and dependants, tracked as cases at each authority until the document is collected.

Professional fits

Typing & translation centres

Walk-in enquiries, typing, translation and attestation services with your own fees, and quick invoices with VAT, on a two-user plan.

Starter fits

Multi-office firms

An Ajman office and a Dubai office on one licence, with the reports, the bank reconciliation and the ledger a bigger practice needs.

Enterprise fits
Accounting included

Quotations, invoices and VAT in the same app, not a second subscription

The CRM runs on ISSULOGIX Books, so every plan includes quotations, tax invoices, receipts and VAT or GST. Generic CRMs leave you to buy and connect an accounting package; here the client file already shows what they owe.

  • Every client is already a customer. Creating a client company creates its accounting customer, so the first invoice is a moment away.
  • A finance tab on every client with the outstanding balance and the recent quotations, invoices and payments, and buttons for a new one.
  • VAT in the UAE, GST in India, with the client's TRN and VAT registration date kept on the client file.
  • Grows with the firm. Expenses and payment reminders from Professional; recurring invoices, credit notes, bank reconciliation, profit and loss and the ledger from Business.
Pricing

One price for the whole office, not per user

Most CRMs charge for every user, and the accounting is a second bill. ISSULOGIX CRM — Business Consultancy is one monthly price for your firm, with the users and client companies each plan includes and the invoicing built in. Annual is simply twelve months billed at once.

We run the server. Nothing to install, nothing to back up, and the price already covers the hosting — the figure you see is the whole bill.

Starter

Typing centres & small PRO desks

₹799/ month

2 users · up to 250 client companies

  • Leads, pipeline & diary
  • 37 authorities with your service fees
  • Client companies & document vault
  • Trade licence scan
  • Quotations, invoices & VAT / GST
Choose plan
Most firms

Professional

Business setup & PRO firms

₹1,499/ month

5 users · up to 1,000 client companies

  • Everything in Starter
  • Expiry & renewal reminders
  • Daily renewal digest
  • Applications & case tracking
  • Expenses & payment reminders
Choose plan

Business

Growing consultancies

₹3,499/ month

15 users · up to 5,000 client companies

  • Everything in Professional
  • Consultancy reports
  • Recurring invoices & credit notes
  • Bank reconciliation
  • Profit & loss, trial balance & ledger
Choose plan

Enterprise

Multi-office firms

₹5,999/ month

25 users · 5 branches · unlimited clients

  • Everything in Business
  • Up to 5 branches
  • Customer portal
  • Multi-currency
  • Every module included
Choose plan

Prices exclude GST and VAT. Need more users, more client companies or more branches? Ask us for a quote.

Questions

The things consultancies actually ask

Which authorities are included?
Thirty-seven, across all seven emirates: seven mainland economic departments and thirty free zones such as DMCC, JAFZA, IFZA, Meydan, DIFC, ADGM, KEZAD, SAIF, Shams, SPC and RAKEZ. You can add any other authority or government office, retire the ones you never use, and set your own service fee and the government fee for every service.
Who receives the expiry reminders?
Your team. One email digest goes out at 08:00 on days when something is due, listing each document inside its own warning window, most urgent first. The renewals board shows the next 90 days at any time, and you contact the client in the way you already do.
Can it read a trade licence?
Yes. Upload a photo or a PDF and it reads the licence number, issue and expiry dates, trade and legal name, legal form, activity and TRN, in English or Arabic, and recognises the authority to fill in the emirate and whether it is mainland or free zone. You check every value before it is saved.
Is it available in Arabic?
Yes. Every screen of the CRM works in English and Arabic, including the guidance on each lead, client and case.
Can we use it in India?
Yes. Leads, client companies, documents with expiry dates, cases, quotations, invoices and GST all work in India, and the prices start in rupees. The authority list ships with the UAE's; you add the offices you deal with.
What is the difference between self-hosted and vendor-hosted?
Vendor-hosted means we run the server: nothing to install, and the price covers the hosting. Self-hosted means it runs on your own Windows PC, even offline, or on an office server that your other PCs connect to, and you look after the backups, so it costs less. The features are the same either way.
Can I bring my existing client list?
Yes. The data migration wizard imports your leads, client companies and authorities, so you do not start from an empty screen.
Who can see the money?
Staff work inside the rights you give them for leads, clients, renewals, cases and reports. Money figures on the dashboard are hidden from anyone without profit and loss access, and every record keeps who created and changed it.

See your own client list in it

Tell us how many clients you look after and what work you do for them. We will show you the app doing it, and tell you honestly if a plan of our business setup CRM is bigger than you need.

Prefer to read first? Open the full product brochure — it prints to PDF.

Prefer to talk? Message us on WhatsApp or email support@issulogix.com.

Chat with us!