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Built for UAE sales teams · VAT-ready

The CRM that sells the way the UAE does.

Leads from your Facebook and Instagram ads, conversations on WhatsApp, quotes customers approve online, and VAT invoices in AED. One system, instead of a phone, Ads Manager and a spreadsheet.

  • Facebook & Instagram leads
  • Shared WhatsApp inbox
  • VAT invoices in AED

Starting at AED 49 / user / month · Free migration · Live in under a week

16

modules in one system

3

chat channels, one inbox

5%

VAT applied automatically

AED

native currency

Where UAE customers reply

WhatsApp, inside your CRM

Your customers answer on WhatsApp within minutes and ignore email for days. Lifeguard CRM puts your business number in a shared inbox with Messenger and Instagram, so the whole team can reply and every chat is tied to the right customer.

  • One business number, answered by the whole team
  • Messenger and Instagram DMs in the same inbox
  • Meta-approved templates, sent by hand or by workflows
  • Automatic WhatsApp reminders for unpaid invoices
How the WhatsApp CRM works

Shared inbox

Today · 36 open chats

Unassigned4 chats
Average first reply6 min
Linked to a lead32 of 36
Payment reminders sent9
Built for the UAE

Everything a UAE sales team needs, in one CRM

Leads from your ads, conversations on WhatsApp, quotes and VAT invoices in AED. The parts of selling in the Emirates that generic CRMs leave you to bolt on yourself.

Every Meta lead, in one list

Facebook and Instagram lead-ad submissions sync straight into the CRM. Leads from a spreadsheet come in through CSV import, with a sample file and a duplicate-email check. Nobody downloads files from Ads Manager on Monday morning.

WhatsApp, Messenger & Instagram in one inbox

Connect your WhatsApp Business number and Facebook page once. Conversations from all three land in a shared inbox where they are assigned, answered and tied to the customer, instead of living on one rep's phone.

Pipeline, leads and follow-ups

A kanban board for leads and deals, statuses and sources you define, and follow-up reminders that fire before they are due and alert someone when they are overdue. New leads are shared out round-robin.

Quotes customers approve online

Build quotes from your service packages and send a link the customer can approve or decline without logging in. Estimates, proposals and contracts sit alongside, and contracts are signed online.

VAT invoices and full accounting

Invoices with 5% VAT and your TRN, credit notes and recurring subscriptions, plus double-entry books: chart of accounts, journals, bank reconciliation, VAT returns and the financial reports your accountant asks for.

Service jobs, start to finish

Open a case, check the item in with a PDF receipt, record a diagnosis (with an optional AI-written report), get the customer's approval online, and check it out again. Built for repair and service businesses.

Automation that runs itself

A visual workflow builder with triggers such as a lead status change, an approved quote, a new ticket or a schedule, and actions such as a WhatsApp message, an email, an AI voice call, a task or a status update.

Branches, roles and audit trail

Run several locations from one account, give each role exactly the permissions it needs, and see every change in the audit trail and activity dashboard.

Live in about a week

Three steps, not a six-month project

You won't need your IT team for this. We do the migration and the setup, and you check everything before the team switches over.

1

Bring your data in

Send us your spreadsheet or an export from your current CRM. We load contacts, leads, open deals and products, and set up your pipeline stages.

2

Connect your channels

Link your WhatsApp business number, Facebook page and Instagram account. New leads and chats start arriving in one place.

3

Sell from one screen

Reply, qualify, quote and invoice from the same record. Workflows handle the follow-ups, and the dashboard shows what is closing.

One connected system

The complete lead-to-cash lifecycle

Lead, conversation, quote, job, invoice and payment all hang off the same customer record, so nothing is typed in twice.

Leads & Follow-ups

From the first enquiry to a converted customer.

  • Facebook & Instagram lead-ad sync
  • Kanban board, statuses & sources
  • CSV import with sample file
  • Round-robin assignment by branch
  • Follow-up reminders & overdue alerts
  • Activity log & one-click convert to customer

Customers & Pipeline

One record per customer with everything attached.

  • Customer profiles with custom fields
  • Invoices, payments, contracts & tasks per customer
  • Deal pipeline
  • Customer import & export
  • Global search across records
  • WhatsApp a customer from their record

Omnichannel Inbox

Every customer conversation, answered as a team.

  • WhatsApp Business Platform
  • Facebook Messenger & Instagram DMs
  • Assign chats & set their status
  • WhatsApp templates synced from Meta
  • AI WhatsApp via ChatSetu
  • Real-time updates & notifications

Quotes, Proposals & Contracts

The paperwork that wins the deal.

  • Quotes with service packages
  • Online approve / decline links
  • Estimates & proposals
  • Contracts with online e-signature
  • PDF downloads

Invoicing & Billing

Get paid, in AED, with VAT done right.

  • Tax invoices with 5% VAT & TRN
  • Credit notes & expenses
  • Recurring subscriptions
  • WhatsApp payment reminders for due & overdue invoices
  • Currency, tax & number-format settings

Accounting & VAT Returns

Double-entry books that sales already feeds.

  • Chart of accounts & journal entries
  • Suppliers with ledgers
  • Bank accounts, statements & reconciliation
  • Payment approvals
  • VAT returns with XML export
  • Trial balance, balance sheet, P&L, aging & VAT reports

Service Cases & Job Tracking

For repair, service and lab businesses.

  • Cases with custom statuses
  • Check-in & check-out with PDF receipts
  • Customer self check-in links
  • Case discussion threads
  • Logistics & collection jobs

Diagnosis & Case Studies

Findings the customer can read and approve.

  • Diagnosis reports with configurable fields
  • AI-written reports (ChatGPT)
  • Online customer approve / decline
  • PDF reports
  • Case studies prefilled from cases
Built for how the UAE sells

Local details, handled for you

AED pricing, 5% VAT, TRN on every invoice, WhatsApp as the default channel. We build for these from the start instead of treating them as settings.

5% VAT & TRN

VAT applied on every quote and invoice, with your TRN printed and sequential invoice numbers, so the document is right the first time.

Priced in AED

Your products, quotes, invoices and pipeline values all in dirhams, with the currency settings in one place rather than per document.

WhatsApp-first

WhatsApp is how UAE customers reply. It sits at the centre of the CRM, not behind a third-party plug-in.

QuickBooks & Zoho Books

Sync with the accounting software UAE finance teams already use, or keep the books in the CRM itself.

Free tool

UAE VAT calculator

Add 5% VAT to a price, or take it back out of a total. Free, no sign-up. Inside Lifeguard CRM the same calculation runs on every quote and invoice.

VAT Calculator

UAE standard rate · 5%

What do you have?

The price you quote before tax. We add 5% on top.

VAT at 5%

AED 500.00

Net (excl. VAT)

AED 10,000.00

Total (incl. VAT)

AED 10,500.00

Standard-rated supplies only. Zero-rated and exempt supplies, and designated-zone rules, are not covered. Not tax advice.

Simple, transparent pricing

Pricing that grows with your team

Priced per user, in AED. No setup fee and no minimum contract. Add seats when you hire and remove them when you don't need them.

Starter

from AED49

per user / month

For small teams that need leads, a pipeline and proper VAT invoices.

  • Leads, customers & pipeline
  • Follow-up reminders
  • Quotes with online approval
  • VAT invoices & credit notes
  • Tasks & timesheets
  • Standard reports
  • Email support
Book a Demo
Most Popular

Growth

from AED99

per user / month

For teams selling on WhatsApp and Meta ads who want the follow-up automated.

  • Everything in Starter
  • WhatsApp, Messenger & Instagram inbox
  • Facebook & Instagram lead-ad sync
  • Workflow automation & webhooks
  • Contracts with e-signature
  • Service cases, diagnosis & customer portal
  • Support tickets & knowledge base
  • QuickBooks & Zoho Books sync
  • Priority WhatsApp support
Book a Demo

Enterprise

Custom

volume pricing

For multi-branch businesses that want finance, HR and operations too.

  • Everything in Growth
  • Full accounting & VAT returns
  • HR & payroll
  • Stock & asset management
  • Multiple branches
  • AI voice calls & AI reports
  • Data migration & onboarding
  • Dedicated account manager & SLA
Talk to Sales

Billed in AED, excluding 5% VAT. The figure above is the starting rate; what you actually pay depends on the number of users and which modules you take, and we confirm it on the demo. Annual billing is available if you prefer one invoice.

Questions on pricing? Chat on WhatsApp
Questions, answered

Frequently asked questions

What sales and operations teams tend to ask before they switch.

Yes. You connect your WhatsApp Business number through Meta's official platform, and chats land in a shared inbox alongside Facebook Messenger and Instagram messages. Any teammate can pick up a conversation, and it stays attached to the customer, so the history remains with the company when a rep leaves.

Facebook and Instagram lead ads sync automatically once your Meta account is connected. You can also import leads from a CSV file (there is a sample to start from), add them by hand, or capture them from WhatsApp conversations. New leads can be shared out round-robin across the team at each branch.

Invoices apply the 5% UAE VAT rate, show your TRN, and follow the numbering format you set. Credit notes are handled properly rather than by editing an old invoice, and VAT returns can be prepared and exported. Check the result against your accountant's requirements; we are happy to walk through a sample on the demo.

Yes. Cases track each job through your own statuses, with check-in and check-out receipts, diagnosis reports the customer approves online, logistics jobs, and a customer portal where clients follow their case and raise support tickets.

It syncs invoices with QuickBooks and Zoho Books. If you would rather keep the books in the CRM itself, it includes double-entry accounting with bank reconciliation, supplier ledgers, VAT returns and the standard financial reports.

Yes, for your own team: employee records and documents, attendance, commissions, bonuses and KPIs, payroll templates and payslips. It sits in the same system as sales, so commission is worked out from the same deals.

Usually about a week. We import your contacts, leads and open deals from spreadsheets or your current CRM, connect WhatsApp and your Meta account, set up your pipeline and branches, and walk the team through it. If your setup is more complicated we will tell you on the demo rather than after you have signed.

Yes, and migration is included. Leads and customers can be imported from CSV, and we map the rest of your current system into Lifeguard CRM, including custom fields. You review it before the team switches over.

Data is encrypted in transit, and access is role-based, so you decide who can see prices, export data or delete records, branch by branch. Changes are recorded in the audit trail. If you have specific data-residency requirements, raise them on the demo and we will tell you straight whether we can meet them.

Plans are priced per user per month in AED, with no setup fee. Starter covers leads, pipeline, quotes and VAT invoicing; Growth adds the WhatsApp inbox, Meta lead sync, automation and service jobs; Enterprise adds accounting, HR, stock and multiple branches. Prices exclude 5% VAT, and we confirm the exact figure on the demo.

Want to see it on your own pipeline?

Half an hour, your leads, no slide deck. We will connect a lead source, answer a WhatsApp message from the shared inbox and turn it into a VAT invoice, then answer whatever you want to ask.

No credit card · Free data migration · Live in under a week