Trazer unifies your leads, proposals, purchase orders, delivery and invoicing into one workspace, so nothing gets lost in the handoff between sales and delivery again.
Zoho Books
Claude AI
Supabase
ResendPost to Zoho BooksSynced · VAT rate frozenNot a Western CRM with a currency dropdown. Trazer is Gulf-native, VAT-correct and compliance-first: the way service businesses across the GCC actually run deals.
AED, SAR, QAR, KWD, BHD and OMR, plus USD, EUR, GBP and INR. Per-deal currency with the FX rate frozen at agreement, reporting anchored where you need it.
Inclusive or exclusive VAT computed from one engine: the rate is frozen on every invoice at the moment it's issued.
Your own TRN on every document, and one-click posting to Zoho Books that keeps tax compliance in the accounting system of record, not in a spreadsheet.
Compliance is a stage in the pipeline, not an afterthought: NDAs auto-filled and tracked before a proposal ever goes out.
Every screen your team needs, connected, so a deal's history travels with it instead of living in someone's inbox.
Drag deals from Lead to Won on a live kanban board. Every card carries its value, owner and next action.
Auto-filled Word proposals and NDAs from your own approved templates, with collision-proof document numbers issued by the database.
Projects, change requests and customer feedback tracked to closure, and an invoice raised the moment work is delivered.
Every deal scored 0–100 from visible signals: recency, velocity, value, contact breadth. "Work these first" tells your team where mornings go.
A closed email loop on the CRM's own address: send from the deal, and replies thread straight back to it, queued for triage in My Day.
Eight roles enforced twice, in the interface and in the database itself. Every sensitive action lands in an append-only audit log.
Inclusive or exclusive VAT from one source of truth, per-deal currencies with frozen FX rates, and one-click posting to Zoho Books.
A revocable, read-only link for each client: proposal status in plain language, project progress and invoices, never your internal notes.
Every deal moves through the same governed path, so nothing slips through a handoff again. Hover a stage to peek inside.
See how each stage worksHere's how a single deal, Horizon Interiors, travels the whole chain without ever leaving the system.
Leads arrive from your website or Meta ads through the capture webhook, or get logged in seconds by hand. Assignment rules give every lead an owner before anyone has to think about it.
Budget, authority and need get confirmed and logged on the deal. The explainable score starts moving, so "Work these first" already knows where this deal belongs in the morning queue.
After the scoping call, dictate your notes. Claude extracts the contacts, commitments and dated tasks straight onto the deal, so nothing lives in a notebook again.
Before anything commercial moves, the NDA stage generates the document from your approved template, auto-filled with the deal's own details, and tracks it to signature.
Pick the approved template, and the proposal fills itself from the deal: client, scope, pricing, VAT. It goes out with a document number the database guarantees is unique.
The PO is recorded, the project is created, and every note, email and document travels with it. Sales-to-delivery handoff stops being a game of forwarded emails.
Work is tracked milestone by milestone. Scope creep becomes a recorded change request instead of a free favour, and the client follows progress through their own portal link.
The invoice raises from delivered work with VAT frozen at issue, posts to Zoho Books in one click, and the deal closes with its whole story, promise to cash, in one place.
Every company gets its own workspace, its own branding and its own web address. Clients who land in it see your business, not a tool you bought.
Same platform underneath. Nobody outside your workspace can tell.
All 26 capabilities, on every plan. Seats are the only thing that changes. Open a group to see what is in it.
Built into the workflow, not bolted on. Every draft stays a draft until your team approves it.
No rip-and-replace. Trazer slots into your accounting, email and lead flow from day one.
ZBPost any invoice to Zoho Books in one click: customer matched, VAT rate frozen, invoice ID written back. Your FTA-compliant books stay the system of record.
CClaude reads the deal, drafts the reply, extracts the call notes and briefs your morning, and never sends a thing without a human's approval.
RThe CRM sends from its own dedicated address, and every reply routes back to the right deal and into your triage queue, so your company inbox stays untouched.
Supabase
Vercel
Zapier
MakeWord templatesLead capture webhookWebsite and Meta lead-ad forms flow straight into the pipeline through a public capture endpoint, Zapier and Make friendly.
Isolation, access control and auditability that hold up at the database layer, not just the interface.
From Sales Owner to Compliance Owner, each sees exactly what their role permits. Nobody joins a workspace without an invitation, and passwords never exist to be leaked.
Every record carries its workspace tag, fixed at creation and impossible to move. A role in one workspace grants nothing in any other.
An append-only audit log written by database triggers: who did what, and when, provable after the fact.
Permissions are enforced in the database itself, so access rules can never be bypassed from the UI.
Each workspace sends from its own verified domain, and inbound mail for a domain nobody owns is rejected outright rather than landing in the wrong workspace.
Platform operators can see aggregate counts for support and billing. Never your deals, your documents or your conversations.
Every plan gets the whole platform. What changes is how many people can use it. No module is held back to sell you later.
Seat limits are enforced by the database, not the interface. The eleventh invite on a ten seat plan is refused outright, so a workspace can never quietly drift over what it is paying for.
Onboarding is hands-on rather than self-serve: we set your workspace up, brand it and invite your first administrator. There is no card to enter to get started, and no checkout to rush you through.
See Trazer on your own pipeline. Bring your messiest deal, and we'll show you how it flows from promise to cash.