Getting Started

TECO CRM is an Arabic-first customer relationship management platform built for small and medium businesses in the MENA region. It turns your WhatsApp conversations into a structured sales system with a unified inbox, visual sales pipeline, appointment booking, and smart automation.

Account Setup

1. Sign up for an account Visit the signup page and enter your name, email, and password. Choose your business type (General, Salon, Clothing, or Freelancer) to get pre-configured templates for your industry.
2. Choose your subscription tier Start with a 14-day free trial on any plan. No credit card required. You can upgrade or downgrade at any time from Settings > Billing.
3. Set up your business profile Configure your business name, preferred currency, and timezone from the Settings page. TECO CRM supports 10 MENA-focused currencies including JOD, SAR, AED, and USD.

Connect WhatsApp

Connecting your WhatsApp Business number takes under a minute. TECO CRM uses the WAHA (WhatsApp HTTP API) to provide a stable, multi-session connection.

1. Navigate to Settings > WhatsApp Connection Open your dashboard and go to the Settings page. You’ll see your WhatsApp connection status.
2. Scan the QR code Click “Connect WhatsApp” to generate a QR code. Open WhatsApp on your phone, go to Linked Devices, and scan the QR code displayed on screen.
3. Verify the connection Once connected, the status will change to “Connected” (green). Your existing WhatsApp conversations will not be imported, but all new incoming and outgoing messages will sync automatically.

Your First Steps After Setup

1. Send a test message — Go to the Inbox and send a message to your own number or a colleague to verify the connection works.
2. Set up auto-replies — Navigate to Settings > Automation and create a welcome message for new conversations and an out-of-hours reply.
3. Configure your pipeline — Go to Pipeline and customize the stages to match your sales process (e.g., New Lead → Contacted → Quote Sent → Won).
4. Add your team — If you’re on Growth or Business tier, invite team members from Settings > Team so you can assign conversations.
5. Create quick replies — Set up pre-written responses for common questions to speed up your reply time.

Unified Inbox

The Inbox is the heart of TECO CRM. Every WhatsApp conversation from your connected number appears here in real time. No more switching between your phone and computer.

Supported Message Types

Type	Send	Receive	Description
Text	✓	✓	Plain text messages
Images	✓	✓	JPEG, PNG, and other image formats
Video	✓	✓	MP4 and other video formats
Audio	—	✓	Voice notes and audio files
Documents	✓	✓	PDF, Word, Excel, and other files
Location	✓	✓	GPS coordinates with map preview
Stickers	—	✓	WhatsApp sticker packs
Reactions	✓	✓	Emoji reactions on messages

Key Inbox Features

• Real-time sync — Messages appear instantly as they’re sent and received.
• Message status tracking — See when messages are sent, delivered, and read (double blue ticks).
• Contact assignment — Assign conversations to specific team members for accountability.
• Search — Search across all conversations by contact name, phone number, or message content.
• Quick reply insertion — Use keyboard shortcuts to insert pre-written quick replies directly into the chat.
• Media sending — Send images, documents, and location pins directly from the inbox.

Contact Management

Every person who messages you on WhatsApp automatically becomes a contact in TECO CRM. You can also create contacts manually.

Contact Fields

• Display name — How the contact appears in your inbox and pipeline.
• WhatsApp number — Their WhatsApp-connected phone number (auto-captured).
• Phone — An optional secondary phone number.
• Email — Contact email address.
• Company — Their business or organization name.
• Notes — Free-text notes about the contact, deal, or relationship.
• Tags — Custom labels to categorize contacts (e.g., “VIP”, “Wholesale”, “Follow-up”).

Filtering & Search

Use the search bar and tag filters to quickly find contacts. Filter by tag to view specific segments, such as all VIP customers or contacts awaiting follow-up.

Sales Pipeline

The visual sales pipeline gives you a Kanban-style board where each column represents a stage in your sales process. Drag and drop contacts between stages as deals progress.

How It Works

1. Define your stages — Customize pipeline columns to match your sales process. Each stage gets a name and color.
2. Add contacts to the pipeline — Move contacts from your contact list into the pipeline, or they can be added automatically.
3. Track deal values — Assign a monetary value to each contact in the pipeline to see your total potential revenue at each stage.
4. Drag and drop — As a deal progresses, simply drag the contact card from one stage to the next. Works on desktop and mobile.

Pipeline Features

• Customizable stages — Add, rename, reorder, and color-code your pipeline stages.
• Deal value tracking — See the total value of deals in each stage at a glance.
• MENA currency support — Track values in JOD, USD, SAR, AED, EUR, GBP, EGP, KWD, BHD, or QAR.
• Message count — See how many messages have been exchanged with each contact.
• Mobile-friendly — On mobile, use the move menu instead of drag-and-drop to move contacts between stages.

Quick Replies

Quick replies are pre-written message templates that you can insert into any conversation with a keyboard shortcut. They’re essential for responding quickly to common questions.

Creating Quick Replies

1. Navigate to the Quick Replies page from the dashboard sidebar.
2. Click “Add Quick Reply”.
3. Enter a shortcut (e.g., /greeting) and the message body.
4. Save. You can now type the shortcut in any conversation to insert the reply.

Suggested Quick Replies

• Welcome message — “Hi! Thanks for reaching out. How can I help you today?”
• Business hours — “Our team is available Sun–Thu, 9 AM–6 PM (Amman time).”
• Pricing inquiry — “Thank you for your interest! Let me send you our latest price list.”
• Follow-up — “Hi! Just checking in — did you have any questions about our offer?”

Automation

TECO CRM lets you automate repetitive tasks so you never miss a customer message, even outside business hours.

Auto-Reply Rules

Set up automatic responses that trigger based on conditions:

• Welcome message — Automatically greet new contacts when they message you for the first time.
• Out-of-hours reply — Let customers know when your team will be available if they message outside business hours.
• Keyword triggers — Send specific responses when messages contain certain keywords (e.g., “price”, “hours”, “menu”).

Business Hours

Configure your working hours per day of the week from Settings > Automation. Messages received outside these hours will trigger your out-of-hours auto-reply.

Webhook Integration

For advanced users, TECO CRM supports webhook management to connect with external services. Incoming messages can trigger webhooks to notify your other systems.

Services Growth+

The Services module lets you define the services or products your business offers. These are used by the booking system to let customers schedule appointments.

Service Fields

• Name — Service name in English and Arabic (bilingual support).
• Duration — How long the service takes, in minutes.
• Price — Service cost in your selected currency.
• Description — Bilingual description (English and Arabic).
• Active/Inactive — Toggle services on or off without deleting them.
• Sort order — Control the display order in customer-facing booking pages.

Resources & Staff Growth+

Resources represent the people, rooms, or equipment needed to deliver your services. Each resource has its own schedule and service assignments.

Resource Types

Type	Use Case
Staff	Employees, freelancers, or service providers (e.g., hairdressers, consultants)
Room	Physical spaces that need to be booked (e.g., meeting rooms, treatment rooms)
Equipment	Shared equipment with limited availability (e.g., photo studio, laser machine)

Resource Configuration

• Bilingual naming — Set display names in English and Arabic.
• Service mapping — Assign which services each resource can provide.
• Weekly availability — Set recurring availability per day of the week (e.g., Sunday–Thursday 9:00–17:00).
• Active/Inactive status — Temporarily remove a resource from booking without deleting their profile.

Booking System Business

The booking system lets your customers schedule appointments with your team. It automatically checks availability, prevents double-booking, and sends confirmations.

How Booking Works

1. Define your services and resources Set up the services you offer and assign them to available staff or resources.
2. Configure booking settings Set slot duration, buffer time between appointments, and how far in advance customers can book.
3. Share the booking link Each resource gets a public booking URL that you can share with customers via WhatsApp or embed on your website.
4. Manage appointments View and manage all bookings from the Schedule page. Update statuses: confirmed, completed, cancelled, or no-show.

Booking Settings

• Slot duration — The default length of a booking time slot.
• Buffer time — Gap between consecutive appointments (for cleanup, travel, etc.).
• Max advance days — How far ahead customers can book (e.g., 30 days).

WhatsApp Integration

TECO CRM connects to WhatsApp through the WAHA (WhatsApp HTTP API) platform, providing a reliable and feature-rich integration.

Connection Management

• QR code pairing — Connect your WhatsApp number by scanning a QR code, just like WhatsApp Web.
• Session monitoring — View your connection status in real time: Connected, Scanning QR, Starting, Stopped, or Failed.
• Auto-reconnect — The system attempts to restore your session automatically if the connection drops.
• Account isolation — Each business account has its own isolated WhatsApp session. Your data is never shared.

Webhook System

Every incoming WhatsApp message is received via a per-account webhook URL. This ensures messages are routed to the correct business account instantly.

n8n Workflow Automation

TECO CRM integrates with n8n, a powerful workflow automation platform, to enable advanced automations beyond built-in auto-replies.

Use Cases

Setting Up n8n

The dashboard includes an n8n Monitor page where you can track workflow execution status and integration health. Your n8n workflows connect to TECO CRM via webhook URLs and the platform’s REST API.

Products & Catalog Business

Build and manage your full product catalog directly inside TECO CRM. Products are displayed on your public store page and can be linked to orders.

Product Fields

• Name — Product name in English and Arabic (bilingual support).
• Description — Rich bilingual description shown on your store page.
• Price — Product price in your selected currency.
• Images — Upload product photos displayed in your storefront.
• Category — Organize products into categories for easier browsing.
• Stock quantity — Track available inventory; out-of-stock items are automatically hidden.
• Active/Inactive — Toggle product visibility without deleting.

Orders Business

Track and manage customer orders from placement through fulfillment. Orders can be created manually or submitted through your public store page.

Order Features

• Order list — View all orders with status, customer name, total, and date.
• Order statuses — Track orders through stages: Pending, Confirmed, Shipped, Delivered, Cancelled.
• Order details — View line items, quantities, prices, and customer contact information.
• WhatsApp link — Jump directly to the customer’s WhatsApp conversation from any order.

Stock Management Business

Keep your inventory accurate with built-in stock tracking. Stock levels update automatically when orders are placed or fulfilled.

• Quantity tracking — Set and monitor stock levels per product.
• Low-stock alerts — Get notified when products fall below a threshold.
• Auto-hide — Out-of-stock products are automatically hidden from the store page.

Promotions Business

Run promotions to drive sales through your store. Create discount campaigns tied to specific products or your entire catalog.

• Percentage or fixed discounts — Choose your discount type.
• Date range — Set start and end dates for time-limited promotions.
• Product targeting — Apply promotions to specific products or all products.
• Storefront display — Active promotions are shown on your public store page with original and discounted prices.

Public Store Pages Business

Each Business-tier account gets a public storefront URL that customers can browse without needing WhatsApp. Share the link anywhere — WhatsApp, social media, or your website.

• Product browsing — Customers see your catalog with images, descriptions, and prices.
• Category filtering — Products organized by category for easy navigation.
• Add to cart & checkout — Customers can select products and place orders directly.
• WhatsApp integration — Orders placed via the store automatically appear in your CRM with the customer’s WhatsApp contact.
• Bilingual — Store pages support both English and Arabic.

Activity Log

The Activity Log gives you a chronological record of important events in your account — messages sent, contacts added, pipeline changes, and team actions. Available on all tiers.

• Event timeline — See who did what and when.
• Filterable — Filter by event type, team member, or date range.
• Audit trail — Useful for tracking team activity and accountability.

Reminders Growth+

Set reminders to follow up with contacts at the right time. Never let a lead go cold because you forgot to reply.

• Per-contact reminders — Attach a reminder to any contact with a custom date and note.
• Dashboard notifications — Overdue and upcoming reminders appear on your dashboard.
• Booking reminders — Automatic reminders sent to customers before scheduled appointments (Business tier).

Business Types

When you sign up, you choose a business type that pre-configures your account with relevant templates:

Type	Pre-configured Templates
General	Standard pipeline and quick replies for any business
Salon	Appointment-focused pipeline, service catalog templates
Clothing	Product catalog focused, order tracking stages
Freelancer	Lightweight pipeline, project-based stages

Team & Role Management

Invite team members to collaborate on customer conversations. Team features are available on Growth and Business tiers.

Team Capabilities

• Invite members — Add team members by email. They receive an invitation to create their account.
• Conversation assignment — Assign specific WhatsApp conversations to individual team members.
• Role-based access — Control what each team member can see and do within the CRM.
• Performance tracking — Monitor response times and conversation handling per team member.

Analytics & Reporting

Track your business performance with built-in analytics available from the dashboard.

Available Metrics

• Message volume — Total messages sent and received, with daily trends.
• Contact growth — New contacts added over time.
• Pipeline value — Total deal value across pipeline stages.
• Response time — Average time to first reply.
• Order analytics — (Business tier) Track order volume, revenue, and popular products.

Billing & Subscription

Manage your subscription from Settings > Billing. TECO CRM supports payments via Stripe (international) and HyperPay (MENA region).

Payment Methods

• Stripe — Credit/debit cards, available globally.
• HyperPay — Preferred for MENA region. Supports Mada, KNET, Apple Pay, and local payment methods.

Subscription Management

• Upgrade or downgrade your plan at any time.
• Changes take effect immediately; billing is prorated.
• Cancel anytime — your data is retained for 30 days after cancellation.

Tier Comparison

Feature	Starter ($19/mo)	Growth ($45/mo)	Business ($89/mo)
Contacts	500	2,000	10,000
Team members	1	5	Unlimited
Unified inbox	✓	✓	✓
Sales pipeline	✓	✓	✓
Quick replies	✓	✓	✓
Activity log	✓	✓	✓
Basic notifications	✓	✓	✓
Auto-replies & automation	—	✓	✓
Booking & scheduling	—	✓	✓
Tags & advanced filters	—	✓	✓
Advanced analytics	—	✓	✓
Reminders	—	✓	✓
Products, orders & stock	—	—	✓
Promotions	—	—	✓
Public store pages	—	—	✓
Full API access	—	—	✓
Priority support	—	—	✓

Supported Currencies

Currency	Code	Region
Jordanian Dinar	JOD	Jordan
US Dollar	USD	International
Saudi Riyal	SAR	Saudi Arabia
UAE Dirham	AED	United Arab Emirates
Euro	EUR	Europe
British Pound	GBP	United Kingdom
Egyptian Pound	EGP	Egypt
Kuwaiti Dinar	KWD	Kuwait
Bahraini Dinar	BHD	Bahrain
Qatari Riyal	QAR	Qatar

Frequently Asked Questions