Part of Venzor systems · built by Masarat Najd
Client, opportunity, technical proposal and project lifecycle in one workspace
The problem
When client data, opportunities, technical proposals, tasks, work hours and suppliers are scattered across files and chats, management loses the decision trail and opportunity-to-project handover slows down.
Core modules
Client, follow-up and opportunities
The system starts with the client record, contact details, follow-ups and related projects, then turns follow-up into a lead or active opportunity.
Technical proposals and approvals
The team builds the technical proposal with scope of work, financial table, project schedule, attachments, and department and management reviews before sending.
Opportunity-to-project handover
After proposal approval, work moves from business development to project management, with tasks, owners and schedules created inside the project.
Workspace and tasks
Employees get a daily page, personal tasks and workspaces with tasks, calendar, chat and files, plus a calendar that brings scheduled work together.
Work hours
Employees log work hours against an opportunity, technical proposal or project, and managers can export hours or send them to finance and HR.
Supplier management
Suppliers register their details, service scope, coverage areas, files and payment data, then you filter them by project need.
Venzor Lifecycle in a working day
The business development team records client data and follow-up, then turns follow-up into an opportunity. When the opportunity is ready, the team builds a technical proposal with scope of work, financial table, project schedule, and department and management reviews. After approval, the proposal becomes a project, and tasks, workspaces, calendar, work hours and suppliers are managed inside the platform.
In every platform
- Opens in the browser, nothing to install
- Arabic and English screens
- Permissions by job role
- Two-step sign-in
- Dashboards and reports
- Files attached to each record
- Notifications and alerts
- A separate environment for your company
- Set up around your procedures
Frequently asked questions
Is the interface in Arabic?
Yes, and English is available. It runs in the browser with nothing to install.
What does the technical proposal include?
It can include scope of work, financial table, project schedule, attachments, department reviews and management approvals before sending.
Can a proposal become a project?
Yes. After approval, the proposal becomes a project with tasks and responsibilities handed to project management.
Does it support internal employee work?
Yes. It includes a daily page, personal tasks, workspaces, calendar, internal announcements, notes and timesheets.
Related services
Contact
See Venzor Lifecycle in a live demo
We show you the platform on an example close to your work and agree what needs configuring.