CRM for Finance Companies
Get a finance CRM that tracks every client, case and expense in one place, then reminds your clients automatically over WhatsApp. Stunning builds it for you in minutes, no developer, no code. Manage session dates, send rulings and statements the moment they're ready, and pull a full financial report whenever you need one — in AED, SAR or EGP, ready for VAT and ZATCA e-invoicing.
Try the system live
Open the demo in a full window ↗This is a real system built on Stunning — browse it the way your customers would, then build your own version in one click.
- ✓ One CRM for every client and case, linked to WhatsApp
- ✓ Log daily expenses against each client, case or matter
- ✓ Add, edit or remove session and hearing dates in seconds
- ✓ Automatic WhatsApp reminders sent daily for upcoming sessions
- ✓ Instant notifications whenever a date or case detail changes
- ✓ Update client and case records from your phone or desktop
- ✓ Auto-send rulings, decisions and financial statements to clients
- ✓ Full financial reports: balances, expenses and revenue by client
Real systems built by business owners like you
Sites actually published by users who built similar systems on Stunning — without any code.
How it works
- Tell Stunning about your firm: clients, cases, currency, VAT status
- Your CRM is built with client records, case tracking and expense logs
- WhatsApp connects for reminders, updates and sending documents
- You review, adjust wording or fields, and go live the same day
Who this system is for
Built for financial advisors, collection agencies, accounting firms and legal-financial consultancies in Dubai, Riyadh, Cairo and beyond. If you juggle client cases, session dates, expenses and payments in spreadsheets or WhatsApp chats, this replaces all of it with one organised system.
What makes Stunning different
No developer, no long build, no monthly maintenance contract. You describe your firm in plain English, Stunning builds the CRM, connects WhatsApp, and hands you something you can run the same day. Works in Arabic and English, fits AED, SAR and EGP, and is ready for VAT invoicing from day one.
Frequently asked questions
How much does this cost?
Pricing depends on the plan you choose on Stunning. There's no separate developer fee — you build and launch the CRM yourself, in minutes.
Do I need a developer or IT team?
No. You describe your firm and workflow in plain English, and Stunning builds the CRM for you. No code, no technical setup.
Does it work in Arabic and English?
Yes. Client records, reminders and reports can run in Arabic, English, or both, so your team and clients each see what suits them.
Is my client data safe?
Your data stays in your own system, accessible only to your team. You control who sees client, case and financial records.
Does it handle VAT and ZATCA e-invoicing?
Yes, the system can be set up to support VAT records and ZATCA e-invoicing requirements for firms operating in Saudi Arabia.
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Ready in minutes — no code
Describe what you need in plain language and Stunning builds the working system for you.