Custom CRM & CDP
Business outcome: Designed to centralise customer information, reduce disconnected systems and make engagement more measurable.
A connected CRM and Customer Data Platform: the CRM runs your sales and service operations, while the CDP unifies customer data and interactions across approved channels.
Business problems solved
- Customer data spread across spreadsheets, inboxes and tools
- Duplicate contacts and inconsistent records
- Sales team lacks a single pipeline view
- No unified history of customer interactions
- Difficult to segment audiences for campaigns
- Compliance & consent tracking is manual
What Tasweeq provides
Lead management, sales pipeline, customer records, proposals, agreements, tasks, projects, follow-ups, reporting, team access, client portals, approvals and automation.
Unified customer profiles, contact identity management, channel history, lead sources, website interactions, campaign engagement, segmentation and audience creation, lifecycle tracking, deduplication, preference & consent records, CRM/marketing integration, customer intelligence and reporting.
Secure portals for customers to view proposals, projects and shared documents.
Configurable approval flows and rule-based automation for repetitive steps.
How the solution works
- 01Discovery
Map your current tools, data sources and processes.
- 02Data model
Design the unified customer profile and identity resolution rules.
- 03Build
Configure CRM, integrate approved channels, and stand up the CDP layer.
- 04Migrate & train
Migrate existing records with deduplication; onboard your teams.
- 05Operate & extend
Iterate on segmentation, automation and reporting.
Key capabilities
- Unified customer profiles
- Identity management & deduplication
- Channel history (email, web, ads, WhatsApp)
- Segmentation & audiences
- Lifecycle tracking
- Consent & preference records
- CRM/marketing integrations
- Reporting & dashboards
ROI and cost-efficiency opportunities
- Improve marketing-spend efficiency via better segmentation
- Reduce time lost to cross-tool data entry
- Improve lead response time
- Recover missed opportunities with unified history
- Enable more relevant customer communication
Designed to improve marketing-spend efficiency and reduce unnecessary manual cost. Outcomes vary by business, market and implementation conditions.
Relevant industries
Implementation approach
Not every implementation will include every integration. Scope is confirmed per engagement and rolled out in phases so you gain value early without a big-bang cutover.
Related services
FAQs
Is the CDP separate from the CRM?
The CDP is the central data layer; the CRM is the operational workspace. They are designed to work together.
Can you migrate from our current CRM?
Yes — migration approach depends on the source system and data quality. It is scoped during discovery.
Where is the data hosted?
Hosting is agreed per project based on your region, industry and compliance needs.