cleareye
.ai
CRM Platform
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Opportunities
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Active
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Hold
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NQ
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Total Pipeline
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Active
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Weighted
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Not Qual
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On Hold
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Banks
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Regions
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Countries
Modules
Pipeline
Manage opportunities, track deal stages, monitor sales progress and forecast revenue across your MENA banking prospects.
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Opportunities
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Stale
Banks
Comprehensive bank database with logos, regional classification, tier rankings and contact management for financial institutions.
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Banks
Contacts
Contact relationship management with organization linking, communication history tracking and stakeholder mapping.
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Contacts
Organizations
Track non-bank entities including Fintechs, Corporates, Government agencies, Regulators, and other partners.
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Organizations
Partner Performance
Track partner contribution to pipeline, win rates, deal performance and partner-sourced revenue analytics.
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Partners
Competitor Intelligence
Track competitor presence across your pipeline, identify which competitors appear most often in your deals.
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Deals with Competition
Events Calendar
View upcoming events, add to calendar. Track event dates, locations and export to iCal/Google.
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Events
Manage Events
Create, edit, and delete events. Manage conferences, workshops, webinars, trade shows and roadshows.
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Confirmed
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Planned
Demo Booking
Schedule and manage product demos. Create available time slots, let users book demos, and track upcoming demonstrations.
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Bookings
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Available
Settings
Configure pipeline stages, regions, countries, competitors, partners, products and all system lookup values.
Configuration
Documentation
Complete system reference with API docs, database schema, module guides and development standards.
22 Sections
+ New Opportunity
+ Add Bank
+ Add Contact