Waseet
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Clients

Individuals and companies with contacts, documents and all their policies, quotes and claims.

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The clients list
  1. 1New client
  2. 2Search by name, national ID or phone
  3. 3Filters
  4. 4Click a row for details

Adding a client

  1. 1Click “New client” and choose the type: individual or company.
  2. 2Individuals: the 14-digit national ID is validated. Companies: tax ID and commercial register number.
  3. 3Add at least one contact and tick the number that has WhatsApp for reminders.
  4. 4Assign the responsible agent (owners/managers only) and save.
A client page
  1. 1New policy or quote
  2. 2Contacts & WhatsApp

Phone numbers are stored in international format (+20…) and can be typed with Arabic or Latin digits.

Deleting a client is a soft delete: it disappears from lists but history is kept. Agents see and edit only their own clients.

Clients · Waseet