AI-Native CRM for Saudi Arabia — Retail & Trading
Are you still using Excel and Tally?
Every day you wait, 5–10% margin slips away. CRM users recovered SAR 500K+ in 60 days.
Money leaking from your business right now
PashX CRMRevenue
SAR 1.2M
+18% this month
Active Orders
342
12 pending approval
Receivables
SAR 240K
↓34% recovered
Branches
6 / 6
All synced live
Live Activity
Invoice #1847 issued
2m agoOverdue: Al-Noor Co.
14m agoStock low: Steel Pipes
1h agoLoading dashboard...
Your margin is decided at the counter — where you have NO visibility.
9 out of 10 trading companies lose 5–10% margin per transaction without knowing it.
Without CRM
- Quotations lost in email threads
- Stock discrepancies at year-end
- Discounts applied informally, unchecked
- Overdue payments slip through
- Each branch running its own books
The Cost
- 9/10 traders face stockouts + dead stock
- ~30% working capital locked in inventory
- VAT compliance errors + penalties
- Margin leaks 5–10% per transaction
- Months of cash stuck in receivables
With PashX CRM
- All quotations digital, one-click to invoice
- Live stock by branch, batch, and location
- Approval hierarchy on every discount
- Overdue alerts with auto follow-up
- Multi-branch consolidated view in 5 sec
Every day in column 1 costs you real money.
See all 24 modules that fix thisEverything Your Business Needs. Nothing You Don't.
4 integrated suites covering customers, sales, cash, and AI — purpose-built for retail and trading companies.
Sales & Billing
From quotation to ZATCA-compliant e-invoice -- one click, zero errors
Product Master
Centralized catalog with pricing tiers, units, and batch tracking across all branches
Quotation
Digital quotations with one-click conversion to invoice or proforma -- no reprinting
Proforma Invoice
Professional proforma invoices for advance orders and export documentation
Delivery Note (DN)
Linked delivery notes confirm goods dispatched -- auto-updates stock and customer balance
Invoice F3 / E-Invoice
ZATCA Phase 2 compliant e-invoicing with QR codes and real-time VAT filing
Customer Ledger
Full transaction history per customer -- see balance, credits, and aging in 2 seconds
Credit / Debit Notes
Accurate adjustments for returns, short deliveries, and pricing corrections with full audit trail
Procurement
Control every purchase -- from order to shelf -- with zero guesswork
Purchase Order (PO)
Raise, approve, and track supplier POs with rate contracts and approval hierarchy
Purchase F2 (GRN)
Goods Received Notes auto-matched to POs -- catch shortages and quality issues instantly
Item Details
Batch-wise, expiry-aware inventory across all locations with reorder alerts
Stock Transfer
Move stock between branches with transfer notes -- live visibility across all warehouses
Supplier Ledger
Track every payable, outstanding, and advance across all vendors in one view
Rate Contracts
Lock supplier prices for a period -- auto-apply on new POs and flag violations
Financial Control
Real-time P&L, VAT compliance, and cash flow -- with zero manual effort
Day Book
Every daily transaction in one ledger -- cash, bank, sales, purchases, all reconciled
Cash & Bank Books
Live cash positions across all accounts and branches -- no more end-of-day surprises
VAT Reports & e-Filing
Auto-generate ZATCA VAT returns and e-file directly -- penalties are now impossible
Receivables Aging
See 0-30, 30-60, 60-90+ day overdue buckets -- automated WhatsApp follow-ups included
P&L Statement
Live profit & loss by branch, product line, or company -- no waiting for month-end
AI & Power Tools
Your 24/7 analyst, approver, and operations manager -- built into the CRM
AI Co-pilot
Ask in plain English: "Which customers haven't ordered this month?" -- instant answer
50+ Dashboards
Pre-built dashboards for sales, ops, finance, and management -- fully customizable
Approval Hierarchy
Multi-level approvals for discounts, POs, and credit limits -- mobile-ready, zero bottlenecks
Mobile Apps
Counter, warehouse, and manager apps for iOS and Android -- works offline too
Customer & Supplier Portals
Self-service portals for order status, statements, and payments -- reduce support calls by 60%
Integrations
Tally, SAP, Bank APIs, WhatsApp, and e-commerce -- all synced in real-time
Your Business Command Center. Everything in One Place.
Real-time visibility across customers, cash, pipeline, and team — so you always know what to do next.
This Month Revenue
47% of goal reached
Overdue Receivables
SAR 784,20014 customers overdue
Al-Baraka Stores
75 days
Saad Hardware
45 days
Nasaya Traders
30 days
Sales Pipeline
AI Recommendations
Nasaya Traders typically orders cement today. Suggested upsell: Steel bars (70% pairing rate).
SAR 45K opp3 customers hit 90% credit limit. Suggest credit review or prepayment before next order.
Action neededAhmed Hardware hasn't ordered in 8 weeks (usual cycle: 4 weeks). Send win-back offer?
Churn riskSales Leaderboard (vs Target)
See the full dashboard live
Book a 30-min guided tour with a PashXD specialist. See your own numbers in the system.
They Fixed the Leak. SAR 247M Recovered Across the Gulf.
From Riyadh to Dubai — 1,500+ retail and trading companies that stopped losing margin and started seeing real numbers.
"We recovered SAR 75K in overdue receivables in 3 months. The auto follow-up alone paid for the subscription 10×."
Ahmed Al-Rashid
Store Manager · Al-Rashid Trading, Riyadh
"Inventory discrepancies dropped from 15% to 0.5%. We found dead stock worth SAR 2.3M sitting in our warehouse."
Layla Hassan
Regional Sales Head · Hassan Stores, Jeddah
"Our team spends 5 fewer hours per week on manual follow-ups. Added 2 salespeople's worth of capacity without hiring."
Hassan Al-Subaie
Finance Manager · Gulf Hardware, Dammam
Live — Latest from customers
Per User. Per Suite.
Pick the suites your team needs. Pay per user, scale anytime. No long contracts.
Standard
2 SuitesRun sales and procurement end-to-end — built for growing retail & trading teams.
1 user · 2 suites included
Billed monthly
Start with StandardSales & Billing
- Product Master
- Quotation
- Proforma Invoice
- Delivery Note (DN)
- Invoice F3 / E-Invoice
- Customer Ledger
- Credit / Debit Notes
Procurement
- Purchase Order (PO)
- Purchase F2 (GRN)
- Item Details
- Stock Transfer
- Supplier Ledger
- Rate Contracts
Per user. Add users anytime.
Professional Business
All 4 SuitesThe complete platform — sales, procurement, financial control, and AI in one place.
1 user · 4 suites included
Billed monthly
Start with ProfessionalSales & Billing
- Product Master
- Quotation
- Proforma Invoice
- Delivery Note (DN)
- Invoice F3 / E-Invoice
- Customer Ledger
- Credit / Debit Notes
Procurement
- Purchase Order (PO)
- Purchase F2 (GRN)
- Item Details
- Stock Transfer
- Supplier Ledger
- Rate Contracts
Financial Control
- Day Book
- Cash & Bank Books
- VAT Reports & e-Filing
- Receivables Aging
- P&L Statement
AI & Power Tools
- AI Co-pilot
- 50+ Dashboards
- Approval Hierarchy
- Mobile Apps
- Customer & Supplier Portals
- Integrations
Per user. Add users anytime.
Enterprise Business
UnlimitedFor multi-branch groups — every suite, unlimited seats, and white-glove support.
Unlimited users · 4 suites included
Billed monthly
Talk to SalesSales & Billing
- Product Master
- Quotation
- Proforma Invoice
- Delivery Note (DN)
- Invoice F3 / E-Invoice
- Customer Ledger
- Credit / Debit Notes
Procurement
- Purchase Order (PO)
- Purchase F2 (GRN)
- Item Details
- Stock Transfer
- Supplier Ledger
- Rate Contracts
Financial Control
- Day Book
- Cash & Bank Books
- VAT Reports & e-Filing
- Receivables Aging
- P&L Statement
AI & Power Tools
- AI Co-pilot
- 50+ Dashboards
- Approval Hierarchy
- Mobile Apps
- Customer & Supplier Portals
- Integrations
Enterprise Add-ons
- Unlimited users across all branches
- Sub-accounts for multiple shops
- Multi-branch consolidated dashboard
- Dedicated account manager
- Priority onboarding & SLA support
- Custom integrations & API access
Flat rate. Unlimited seats included.
Yes — automatic two-way sync, no manual re-entry. 47+ Tally users already running PashX live today.
30 minutes. Import your customer list, configure your settings, go live same day. Our onboarding team guides you through it.
30-day money-back guarantee, no questions asked. Only 2% of customers ever ask — we take that personally.
Bank-level encryption (AES-256), daily backups, SOC 2 compliant. Your data is more secure here than in spreadsheets.
7-day free trial, full access, no credit card needed. 14,000+ companies have already started this way.
Built for multi-branch from day one. See consolidated P&L, inventory, and receivables across all locations in one dashboard.
Yes. Full ZATCA-compliant invoicing built-in. Automatic e-invoicing, real-time VAT tracking, and audit-ready compliance for Saudi Arabia.
Stop Losing Money at the Counter.
Every day without PashX is another day of margin leaks, overdue receivables, and missed upsells. Your competitors fixed this. Now it's your turn.