Documentation

1. Create Your Account

Start by registering for a free trial account. You'll get 14 days of full access to all features.

1. Visit the registration page and fill in your company details
2. Choose your business type (Real Estate, Education, Healthcare, etc.)
3. Create your admin account with email and password
4. Verify your email address

2. Set Up Your Workspace

After logging in, you'll be guided through the initial setup:

• Company Profile: Add your logo, contact information, and business details
• Team Members: Invite your sales team and assign roles
• Lead Sources: Configure where your leads come from
• Pipeline Stages: Customize your sales pipeline stages

3. Import Your Existing Leads

You can import leads from various sources:

• CSV/Excel file upload
• Copy-paste from spreadsheets
• API integration
• Manual entry

Adding New Leads

Create leads manually or automatically through integrations. Each lead can have:

• Contact information (name, email, phone, WhatsApp)
• Company details
• Lead source and campaign tracking
• Custom fields specific to your business
• Notes and activity history

Lead Statuses

Track lead progress with customizable statuses:

Lead Assignment

Assign leads to team members automatically or manually:

• Round Robin: Distribute leads evenly among team members
• By Source: Route leads based on where they came from
• By Territory: Assign based on geographic location
• Manual: Hand-pick assignments for specific leads

Kanban Board View

Visualize your sales pipeline with a drag-and-drop Kanban board. Move leads between stages easily and track progress at a glance.

Pipeline Stages

Default stages included (customizable per your needs):

1. New Lead: Fresh leads that need initial contact
2. Initial Contact: First outreach made
3. Discovery: Understanding customer needs
4. Proposal: Offer submitted
5. Negotiation: Discussing terms
6. Closed Won: Deal completed successfully
7. Closed Lost: Deal not completed

Deal Value Tracking

Track expected revenue at each stage with weighted probability calculations.

Saabeq AI is your intelligent assistant that helps you work smarter and faster.

What Saabeq AI Can Do

Using Saabeq AI

Access Saabeq AI from any page using the chat bubble in the bottom right corner. Simply type your question or request in natural language.

Roles & Permissions

Control access with built-in roles or create custom ones:

• Admin: Full access to all features and settings
• Manager: Manage team members and view all leads
• Sales Rep: Access to assigned leads only
• Viewer: Read-only access to reports

Inviting Team Members

1. Go to Settings > Team Members
2. Click "Invite Member"
3. Enter email address and select role
4. The member receives an email invitation to join

Activity Tracking

Monitor team performance with activity logs showing calls made, emails sent, leads updated, and more.

WhatsApp Integration

Connect your WhatsApp Business account to send and receive messages directly from Saabeq.

• Send template messages to leads
• Receive incoming messages in the CRM
• Track conversation history
• Automate follow-up messages

Facebook Lead Ads

Automatically import leads from your Facebook advertising campaigns.

Google Services

• Google Calendar: Sync appointments and meetings
• Gmail: Track email communications
• Google Contacts: Import existing contacts

Webhooks

Set up webhooks to integrate with any external system. Receive real-time notifications when events occur in Saabeq.

Dashboard Overview

Your dashboard shows key metrics at a glance:

• Total leads and conversion rate
• Pipeline value by stage
• Team performance metrics
• Lead source analysis
• Activity timeline

Available Reports

Export Data

Export reports in multiple formats: PDF, Excel, CSV. Schedule automated report delivery to your email.

Saabeq provides a RESTful API for developers to integrate with external systems.

Authentication

All API requests require authentication using API tokens. Generate tokens from Settings > API.

Available Endpoints

Rate Limits

API requests are limited to 1000 requests per hour. Contact support if you need higher limits.