ProductsGENMAHI AI CR & SR Mate

GENMAHI AI CR & SR Mate · Customer and Service Requests

Every customer.
Every request. One login.

Win customers in CRM and deliver their services in SRM, on one platform with WhatsApp, AI and a customer portal in English and Arabic. From the first message to the finished service and the next renewal, nothing is typed twice.

  • On-premise
  • AI built in, or fully offline
  • English & Arabic
  • Licensed per module
CR & SR Mate service dashboard with open requests, SLA performance, renewals due, orders by catalog and team workload
  1. 01Capture
  2. 02Qualify
  3. 03Win
  4. 04Order
  5. 05Deliver
  6. 06Update
  7. 07Renew

Why CR & SR Mate

From the first WhatsApp message to the finished service.

Sales lives in one tool, operations in another, and customers chase updates on WhatsApp. CR & SR Mate joins them up: a won deal becomes service requests, each request moves through its stages, and the customer sees every step on their phone.

01

Capture every enquiry

WhatsApp messages from new numbers become leads, with the name, service, value and urgency read for you. Existing customers land on their own timeline.

02

Win and start the work

Mark a deal Won and a service request opens for every service sold, assigned to the least busy officer. The customer gets a portal login by email.

03

Deliver and renew

Stages, SLAs and approvals keep work on time. Expiring licences and visas trigger reminders at 30, 15 and 7 days, and a renewal request is ready.

Capabilities

Sales and service, finally on the same page.

Leads and pipeline

Lead scores, a deals board and the catalog services sold in each deal.

Customers and contacts

One record with deals, requests, documents and a full timeline.

WhatsApp inbox

Reply from the team inbox, or share any message to the app.

Service catalog

Prices, VAT, required documents and stages for every service.

Stages, SLAs and approvals

Escalation before a deadline is missed; manager approval when needed.

Document vault

Licences, visas and IDs with expiry dates and renewal reminders.

Deals pipeline with services sold on each deal, and the service requests opened automatically when a deal is won
A won deal opens its service requests on its own, and shows them on the deal card.

GENMAHI AI · Built in

It reads the message. It drafts the reply.

Choose a cloud AI model for the best accuracy in English and Arabic, an offline model on your own server so data never leaves the building, or no AI at all. If the AI cannot be reached, CR & SR Mate falls back to its built-in rules, so work never stops.

Service request with its stage tracker, a summary of status and missing documents, and a drafted reply to the customer
Every request has a plain summary and a ready reply in English or Arabic. Shown here with AI switched off: the rules still do the job.

Read

Turns a WhatsApp or pasted message into a lead: name, service, value, urgency.

Score

0–100 for every lead: how likely the person is to buy.

Summarise

Where a request stands, what is missing and how much time is left.

Draft

Customer replies in English or Arabic, ready to send on WhatsApp.

WhatsApp inbox with conversations from new numbers and a Create lead button
WhatsApp inbox: new numbers become leads in one click.
Leads board with lead scores, sources, values and a Convert button
Leads board: scored, sorted by stage, converted in one click.

Built for your customers

A portal they open on their phone, in their language.

Order online

Browse the catalog, see the price with VAT, and order with the documents attached.

Track every step

Each stage shows as it is done, with updates by WhatsApp and email.

English and Arabic

One tap switches the whole portal to Arabic, right to left.

Install as an app

Add it to the home screen; no app store needed.

Customer portal on a phone, in English, showing service catalogs and a search box
The same customer portal in Arabic, laid out right to left

Business process flows

When this happens, if that is true, then do it.

Rules are written in plain words and switched on or off by your administrator: assign new requests, escalate SLAs, hold large orders for approval, thank customers when work is done.

Business process flows screen listing When, If, Then rules with on and off switches and run counts
Every rule shows when it last ran and what it did.

Modules

Start with one module. Add the next on the same login.

Each module is licensed with its own number of users. Adding one is a licence change: your users, customers and history stay exactly where they are.

CapabilityCRMSRMCRM + SRM
Leads, deals pipeline, customers, contacts and tasks
WhatsApp inbox and message-to-lead capture
Document vault with expiry reminders
Service catalog and online ordering with documents
Stages, SLAs, approvals and customer updates
Customer portal in English and Arabic
Won deals open service requests automatically
Renewal requests from expiring documents
One login, roles per module, business process flows and notifications
GENMAHI AI: cloud, offline or off

Joining the same login

EAM Coming

GenMahi AssetMate joins as the asset management module, with assets linked to your customers.

ITSM Coming

IT incidents, problems and changes.

ERP Coming

Quotes, invoices, purchasing and stock.

Super BI Coming

Dashboards across every module.

Technology and security

Your server. Your data. Your rules.

On your premises

One Node.js service and PostgreSQL on your Windows server, or with Docker.

Licensed offline

A signed licence file, checked on your server. No internet connection needed.

Secure by role

Viewer, Agent, Manager and Admin per module, checked on every action.

Customers see only their own

Each customer sees their own requests and documents; internal notes stay internal.

Messages never lost

Emails and WhatsApp messages queue on your server and retry until they are delivered.

Open foundations

Node.js, React and PostgreSQL, the same stack as AssetMate, with no third-party licence fees.

See it with your own services.

We set up a demo with your catalog, stages and prices, then walk through the whole journey: a WhatsApp message, a won deal, the requests, and the customer’s portal.