Help center
Everything you might ask about AdamCRM, answered in detail. Can't find it? Talk to us.
Getting started
What is AdamCRM?
An Arabic-first CRM for companies in Egypt and the Gulf. It keeps your customers, deals, team follow-ups, tasks and sales reports in one place β in Arabic and English, on desktop and mobile.
Is there a free trial?
Yes β 30 days free with the core features and no payment details. After the trial pick a plan and keep all your data.
How do I start?
- Sign up from Start free with your name and company.
- Confirm your email.
- Add or import your customers.
- Invite your team from Employees.
A guided tour appears the first time; replay it anytime from the compass button.
Do I need to install anything?
No. AdamCRM runs in the browser on any device, and you can add it to your phone's home screen like an app.
Does it fit my industry?
Any business with customers and follow-ups: real estate, clinics, education, e-commerce, restaurants, services and B2B. Stages and lead sources are fully customizable.
Pricing, subscription & payment
Which plans are available?
Three plans β Starter, Professional and Business β differing in users and features. Current prices and offers are on the pricing page; monthly or annual (annual saves more).
How can I pay?
From Billing inside your account:
- Vodafone Cash or InstaPay: transfer to the number shown and upload the receipt; we activate after review and email you.
- Online card payment (when available).
- Manual renewal request and our team contacts you.
How long does activation take after a transfer?
We review receipts as fast as possible during working hours, usually the same day. You get an email once it's active and can follow the status on the Billing page.
How do I use a coupon?
Enter it in Have a coupon? on the Billing page before paying online. If a site-wide offer is running, the larger discount applies β they don't stack.
What happens when my subscription ends?
You get reminders before expiry. If it lapses, access pauses but your data stays safe; renew and continue right where you left off.
Can I change plans?
Yes, upgrade or change anytime from Billing or by contacting us.
Do I get invoices?
Every payment issues an electronic invoice, available on the Billing page.
Team, roles & permissions
How do I add an employee?
Employees β Invite β enter their email and role. They get an email, and you also get a link you can send on WhatsApp.
What's the difference between roles?
- Owner: everything, including billing.
- Company Admin: employees, settings and all data.
- Sales Manager: all customers, deals, reports; distributes work.
- Team Lead: follows the team, assigns customers and tasks.
- Sales Rep: only their own customers, deals and tasks.
- Customer Service: customer details and follow-ups.
- Read-only: view without editing.
Full details in the user guide.
Can I create a custom role?
Yes β Settings β Roles, then pick each permission.
Can a sales rep see colleagues' customers?
No, only the customers assigned to them unless you grant view all customers.
Is the number of users limited?
Each plan has a user limit. Upgrade or contact us if you need more.
Customers & data
How do I import from Excel?
Customers β Import: upload a CSV and map each column. Duplicates are flagged.
Can I export my data?
Yes, export customers to CSV from the Customers page (per your permissions). Your data is yours.
Is my data secure?
- Fully encrypted connection (HTTPS).
- Passwords stored hashed.
- Each company's data fully isolated.
- Optional two-step verification.
- Daily database backups.
I deleted a customer by mistake
Contact us as soon as possible β depending on timing we can restore from backup.
Does it accept non-Egyptian numbers?
Yes, type the country code (e.g. +966, +971). Egyptian numbers starting with 0 and Arabic-digit numbers are normalized automatically.
Reminders, notifications & integrations
How do I remember follow-up calls?
Create a task with a reminder time. The assignee gets an in-app notification and an email with the customer's full details plus one-tap call and WhatsApp links.
I'm not receiving emails
- Check Spam / Promotions.
- Add no-reply@adam-crm.online to your contacts.
- Make sure your email is correct in My account.
Still stuck? Contact us.
How do I connect Facebook Lead Ads?
Settings β Integrations β Meta Lead Ads: connect your page and every new lead becomes a customer automatically. Available on plans with integrations.
Is there an API?
Yes β create an API key in Settings β Integrations to send customers from your website or other systems. Available on Business.
How do I enable two-step verification?
My account β Two-step verification: scan the code with Google Authenticator (or similar) and enter the 6-digit code. Keep your recovery codes safe.
Account & support
I forgot my password
On the login page click Forgot password?, enter your email and follow the link.
How do I change the language?
Use English / Ψ§ΩΨΉΨ±Ψ¨ΩΨ© at the top or My account. Each user picks their language; emails follow it.
How do I reach support?
From the contact page β WhatsApp, email or the form. We reply as fast as we can.
I want to close my account and delete my data
Contact us; after verifying your identity we permanently delete your company's data and can give you a copy first.