Customer record
Full data, multiple contacts, transaction history, and relevant docs.
Auto-appears inside projects
Customers & quotations
A Customer Is More Than
a Name and Phone Number
In Tameer, each customer can have a complete record that starts with the first interaction and continues throughout the business relationship.
Q-0179Quote to project
ApprovedNo re-entry
CRMFull customer record
What you can do
The full customer path
Professional quotes
Items, VAT, payment plan, notes — printed formally with unified numbering.
Payments · VAT · templates
Clear approval flow
From issue to send to approval, with a timestamp for every change.
Owner per step
One-click conversion
Approved quote becomes a full project — items, team, and finance.
No data re-entry
Sales KPIs
Close rate, average quote value, and customer sources.
Rolled up on the dashboard
Finance link
Invoices and payments tied to the customer, in one place.
Balances · invoices · dunning
Make the customer part of the cycle