From first conversation
to final invoice paid.
Transcenda Hermes is the classic business CRM — pipelines, proposals, contracts, VAT-aware invoicing, expenses, a branded customer portal — deployed under your name. Built for businesses that close deals and bill them. Live at portal.transcenda.io.
- LeadMon
- QualifiedTue
- ProposalWed
- WonThu
- InvoicedFri
- PaidMon
The deal-to-cash mess every growing business eventually has.
A spreadsheet for the pipeline. A free invoicing tool. Expense receipts in a WhatsApp group. Proposals in Word. None of it adds up at month-end.
Was the proposal sent? Did the client sign? Who is chasing the invoice? Nobody knows because it lives in five inboxes and three folders.
Half the invoices forget VAT. The other half use last year’s tax number. UAE FTA audits do not forgive that — and most generic CRMs do not enforce it.
No customer portal means every status update is a phone call. "Where is my invoice?" "What was in the proposal?" Three weeks later, the deal is cold.
The deal you sell. The invoice you collect. Same record, same platform.
Most CRMs handle the sale and walk away. Most invoicing tools start where the sale ends. Hermes joins them — the deal becomes the invoice, the invoice becomes the cash, the customer record sees all of it.
Capture leads, qualify, propose, sign. The deal-making half.
- Capture & qualify
Web forms feed leads straight into your pipeline with the right tags, owner, and stage. Manual entry, CSV import and email-to-deal also supported.
- Move deals through stages
Drag-and-drop kanban, custom stages per pipeline, automatic activity timestamps, blocked-deal alerts when a deal sits too long without action.
- Proposal → signature
Branded proposal templates, dynamic pricing tables, accept / reject buttons. The client signs; the deal moves to "Won" automatically.
- Closed-won
Won deals can spawn an invoice, a project, an onboarding flow — your choice. Lost deals capture a structured reason for win-rate analysis.
Issue, collect, track recurring revenue, see the real margin.
- Issue + collect
Generate VAT-aware invoices in AED or any currency, send branded PDFs, take payment online (Stripe), or log bank transfers and cash payments by hand.
- Recurring revenue
Subscriptions and retainers as recurring invoices: weekly, monthly, quarterly, annually. Auto-charge or auto-send by email — your call.
- Expense tracking
Capture every expense against the right client, project, or category. Mark billable and auto-roll into the next invoice.
- Profit per project
Revenue minus billable expenses minus team time = real margin per deal. The number most CRMs hide; we put it on the dashboard.
Nine modules, one customer record, one bill at month-end.
Drag-and-drop pipelines per business unit, custom stages, deal owners, weighted forecast, lost-reason tracking. Multiple pipelines for sales, services, partnerships.
Clients, vendors, prospects with custom fields, tags, company hierarchies, related people, full activity history. One source of truth per relationship.
Branded proposal builder with line items, taxes, discounts, accept / reject buttons and e-signature. Templates per service line, version history per quote.
Issue invoices in AED or any currency, recurring billing, partial payments, late-payment reminders, Stripe / bank-transfer / cash. VAT-aware by default.
Track expenses by category, attach receipt scans, allocate to clients or projects, mark billable, reconcile against payments. Owner cuts down spreadsheet time.
Every call, email, meeting, note logged against the deal and contact. Filter by user, date, type — the answer to "what has happened with this client?" in one click.
Team calendar with deal-linked meetings, follow-ups and reminders. Sync to Google / Microsoft / Apple, attach Zoom or Meet links automatically.
Pipeline value, conversion by stage, win-rate per agent, revenue by month, expense by category, profit per project. Schedulable email reports for the leadership.
Clients log in to view their proposals, sign contracts, see invoices, pay online, raise discussions. Branded under your domain — they never see Transcenda.
The businesses that quote, deliver, and bill.
Law firms, accountants, consultants, architects — client-by-client billing, retainers, billable hours, branded customer portal.
Construction, fit-out, AV installers — quote, win, schedule, invoice, collect. Project-level expenses and margin tracking out of the box.
Multi-stage pipelines, deal forecasting, weighted opportunity revenue, team performance, lost-reason analysis. The bread and butter use case.
Insurance contracts, corporate wellness packages, recurring billing per company, customer portal for HR contacts. Pairs with Nexus for the patient layer.
One Hermes tenant per subsidiary, central admin oversight, separate branding per brand, consolidated financial reporting at the holding level.
Project-based billing, retainers, time tracking, client portal for proposals + invoices. Pairs with Loom for the campaign-execution side.
VAT-compliant invoicing, FTA-ready, PDPL-resident.
Generic CRMs give you a deal pipeline; FTA gives you a fine if your invoices skip VAT. Hermes does the boring compliance bit so you do not have to.
| Standard / law | How we comply |
|---|---|
| UAE VAT (Federal Decree-Law 8/2017) | Invoices generated with TRN, VAT line item per row, supports zero-rated and exempt items. FTA-compliant tax invoice format. |
| UAE FTA e-invoicing readiness | Invoice schema designed to map cleanly onto the FTA e-invoicing peppol-style requirements as they roll out across 2026–2027. |
| Federal Decree-Law 45/2021 — PDPL | Customer records, proposals, invoices and audit logs stored in UAE-region tenancy. Subject access export available in-product. |
| Multi-currency + multi-language | AED + USD + EUR + GBP + SAR out of the box. Arabic, English, French, Russian languages on the customer portal and email templates. |
Three packages, sized to how you sell.
Every quote is tailored to user count, pipeline complexity and integrations. Tell us your setup, we come back with a fixed number within one business day.
CRM + proposals + invoices for a single business.
Best fit: solo professionals, single-team SMEs up to ~10 users.
- Pipelines, deals, contacts, companies
- Branded proposals with e-signature
- VAT-aware invoicing (AED + multi-currency)
- Expense tracking
- Activity log + calendar
- Branded customer portal
- Up to 10 users
- Business-hours email support
Multiple pipelines, recurring revenue, full reporting, multi-language.
Best fit: growing businesses, services firms, sales teams up to ~50 users.
- Everything in Essential
- Up to 50 users + role-based permissions
- Multiple pipelines per business unit
- Recurring invoices + Stripe-connected payments
- Forecasting + win-rate analytics
- Multi-language (Arabic + English) for portal and emails
- Email + WhatsApp notifications to clients
- Extended-hours phone + email support
White-label, multi-tenant, custom workflows, profit-per-project.
Best fit: holding groups, agencies, multi-brand operations.
- Everything in Professional
- Unlimited users
- White-label deployment under your domain
- Multi-tenant (separate brand per subsidiary)
- Custom workflows + automation rules
- Profit-per-project + margin reporting
- API + webhook integrations
- Dedicated account manager + quarterly review
- 24/7 support, 30-min critical SLA, 99.9% uptime
Live in four weeks. Done-for-you.
We deploy the platform under your domain, build your proposal and invoice templates, migrate your existing pipeline and clients, and train your team. You inherit a working system, not a blank database.
- Week 1Discovery + brand setup
Confirm scope, brand assets, domain, currencies, tax codes, languages. Provision the tenant. Map your existing pipeline and stages onto Hermes.
- Week 2Templates + integrations
Build proposal templates per service line, invoice templates with VAT and bank details, email templates in Arabic and English. Connect Stripe, calendar and email sender.
- Week 3Migration + training
Existing contacts, deals, invoices and historical activity migrated in. Two-hour live training for the team, separate session for managers on the reporting layer.
- Week 4Go-live + handover
Cutover from old tools, customer portal opened to clients, automations switched on. We monitor the first two weeks and iterate alongside you.
Ready to close, bill and collect from one platform?
One business day, fixed quote.
Tell us how many users, which currencies, and what your existing tools look like. We come back with a tailored package and a four-week build plan. Or visit portal.transcenda.io if you already have access.