Yma CRM

Shared relationship intelligence

Contacts

Coordinate outreach across Yma. Repeated contacts are surfaced as overlapping relationships so one team member can lead the conversation without duplicated messages.

Live commercial pipeline

Clients Funnel

Only companies assigned to a CRM owner appear here. They move with their CRM stage, while expected monthly revenue comes from active Layer, Workspace, or custom product motions recorded by the sales team.

Drag cards to move stage

Agent economics

Sales calculator

Won deals enter the calculator when an active product motion contains monthly monetary terms. Revenue credit follows the deal's CRM ownership; shared deals use a stored split when available and otherwise divide credit equally.

25% direct · first-year collected revenue 50% first payment · 50% after 90 paid days
Quick scenarioTest a contract value
Planning aid

Direct commission is calculated on the first 12 months of collected subscription revenue. Reseller share uses the approved 17.5% route.

Attributed portfolioMy won deals
Single-owner credit

Calibration

Yma Companies Database

Selected group

Representation funnel

How many businesses in the selected category and region expose structured information to patients and LLMs.

Segments

UAE business mix by commercial motion

Edge-case quantified

Cities

Readiness by geography

Dubai-first lens

Daily sales workspace

Management cockpit

Review commercial exposure, next actions, team workload and pipeline movement across the CRM.

Action queue

Companies requiring attention, ordered by commercial priority.

Tasks and reminders

Owned next actions with due dates.

Prospect upload

Import prospect lists from calls, meetings, LinkedIn, email, messaging, events, or another business-development source. Each company is checked against the Healthcare CRM and then the Partner CRM before any record changes.

Ready for health checkChoose a CSV or Excel file to validate its taxonomy, healthcare fit, duplicates and company matches.
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Accepted formats: CSV, XLS and XLSX. Uploaded prospects are assigned only to the user performing the upload. Required columns: First Name, Last Name and Company. Email, phone, LinkedIn URL and row-level activity details are optional.

Company deduplication

Review similar institution names and website domains. Merging keeps one company profile while moving contacts, branches, ownership and activity under it.

Sale Activity Reporting

Measure prospect touches, channel response, salesperson activity and follow-up discipline.

Period

Companies

Narrow the working list, open a profile drawer, and update ownership, stage, or enrichment without losing your place.

Open one business to review it in a modal. Multi-select stays available for controlled bulk enrichment.

Layer plays

Commercial opportunities

Actionable

Methodology

How this report is constructed

Reusable pipeline