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CRM for SMEs in Morocco

Every customer, every exchange, every dirham owed. In one place.

Accounts, contacts, enquiries, documents and outstanding balances per customer. Your sales rep and your accountant look at the same record.

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Included from the Essential plan

The sales rep has the number in their phone, the quote is in their inbox, the unpaid invoice is with the bookkeeper. The customer, meanwhile, is waiting for an answer.

Before and with Numa

  • Contacts live in three phones and a spreadsheet called « clients_final_v3 ».

    One record per account with contacts, addresses, payment terms and the whole history, available to the entire team.

  • You call a customer back without knowing they still owe 145,000 dirhams.

    The financial overview is on the record: invoiced, paid, outstanding and last payment, before you even pick up the phone.

  • Tenders are tracked on a whiteboard, when they are tracked at all.

    Enquiries move from « received » to « won » in a pipeline, with amount, deadline and owner.

What the module does

One record, the whole relationship

Contact details, sector, size, payment terms, billing and delivery addresses, and below the record: contacts, projects, enquiries, quotes, invoices. Nothing to look up elsewhere.

See your whole portfolio at a glance

Customers, prospects and suppliers in one list, with the owner, the last exchange and the outstanding balance. You know who has not been called in a month.

Track enquiries like a pipeline

Every request for a price or tender has a status, an amount and a deadline. You see what is coming in and what is dragging.

Know who keeps you in business, and who owes you

Revenue, invoices, amount paid and amount due per customer, with the share settled. The report your banker asks for, in one click.

When a customer calls, their record is one click away: their quotes, their invoices, what they owe. We no longer say « let me call you back ».

Mr Younes, Manager of a geoscience company

Included with Numa, often an add-on elsewhere.

  • CRM included in every plan, with no separate sales licence
  • Financial overview on the customer record, fed by sales and cash
  • Enquiries and quotes in the same tool as invoicing
  • Contacts and documents shared across the team, with rights per role

And also.

The details that save an hour a week, included at no extra cost.

  • Multiple contacts per account with role and WhatsApp
  • Projects and sites attached to the customer
  • Categories, sectors and owners
  • Automatic payment reminders (roadmap, Dec 2026)
  • Reports by type, category, sector, owner
  • Customer import from Excel
  • Share the record as a PDF
  • Log of exchanges

It flows with.

Data moves from one module to the next with no re-keying, no export, no file in between.

Frequently asked questions.

Another question? Write to us, we reply within one business day.

Is the CRM a separate module or is it linked to invoicing?

It is linked: a customer’s quote, invoice and payment appear on their record with no re-keying.

Can I manage prospects and suppliers in the same CRM?

Yes. An account has a type (customer, prospect, supplier) and moves from one to another without losing its history.

Can my sales rep see a customer’s unpaid invoices?

Yes if their role allows it. The financial overview is on the record, with the amount due and the last payment.

Can I import my existing customers?

Yes, from an Excel file at go-live: accounts, contacts, addresses and payment terms.

Does the CRM work on a phone?

Yes, the mobile app gives access to records, contacts and enquiries (Team plan for the field app).

A CRM demo with your own customers, in 30 minutes.

Request a demo See pricing Included from the Essential plan