The sales team follows up customers on the phone and WhatsApp, quotes are written in Word, invoices come out of another program, and the accountant hunts for numbers at month-end. With phase 2 of Saudi e-invoicing (integration), invoices must be signed and reported to ZATCA correctly, and any mistake means a headache.
Klamna Sales & ZATCA connects the whole sales cycle to the customer record, from the first call to the tax invoice.
One connected sales cycle
- A lead arrives from a call, WhatsApp, a campaign or an online store and is saved in the CRM.
- A quote is built from your registered products and services and sent to the customer.
- A tax invoice is created from the quote in one click.
- A payment is recorded against the invoice and its status is visible.
Every step appears on the customer timeline, next to their calls and chats.
Ready for Fatoora phase 2
- Tax invoices are signed and reported to ZATCA according to phase 2 (Fatoora) requirements.
- Every invoice carries a QR code.
- Credit notes for returns and corrections, done properly.
- Recurring invoices for subscriptions and monthly contracts, issued automatically on time.
Organised products and prices
Register your products and services once and reuse them in quotes and invoices. Agents don't type prices from memory, and your data stays consistent.
Sales and VAT reports
Sales reports show what was sold, to whom and by which agent, and VAT reports make the tax return easier for your accountant.
Collections without awkwardness
Overdue invoices appear in an automatic list in the dialer, so your collections team or an AI agent can call with a polite payment reminder.
Get started in a few steps
- Enter your company's tax details and connect to ZATCA.
- Register your products and services.
- Create your first quote from a customer record.
- Convert it into a tax invoice and send it.
Clear permissions
Decide who can create quotes, who can issue invoices, who can record payments and who can see reports. Every page has view, create, edit and delete permissions.
Who is it for?
- Service companies selling through phone and WhatsApp sales teams.
- Real-estate offices, car showrooms and recruitment offices.
- Training centers and businesses with monthly subscriptions.
- Any business in Saudi Arabia that wants invoicing and customer relationships in one system.
Why Klamna?
Because invoices are linked to the customer, the call and the chat, not locked in an accounting program far from the sales team. Everything works in Arabic and English and in Saudi riyals. If you already use a system such as Odoo, connect it through Integrations & API.
Start a free trial and issue your first quote from a real customer record.