Lead10 for business setup · UAE

CRM for business setup and PRO services, from first enquiry to licence issued.

Founders ask about licences, visas and costs on WhatsApp, often from another time zone. Lead10 answers ad enquiries at once with your setup guide, hands each one to a consultant, sends the package quote they sign online, and keeps every document and renewal on track. When the licence is issued, Meta and Google learn which ads bring real clients.

Built for Mainland and free zone setup PRO and visa services Corporate service providers Accounting and tax firms
ChatCrestline Business Setup
Chat 6
AllWhatsAppInstagram
O
Oliver GrantMainland trading + 2 visas…
P
Priya MenonFree zone for e-commerce?
H
Hassan BakrSent passport and photo
M
Marta NovakLead form · Golden visa
K
Kenji WatanabeWebsite form · Branch office
S
Sara LindqvistRe: licence renewal
OOliver Grant From ad: CTWA · Mainland licence44 7xxx xxx 219New
Today
Hi, how much for a mainland trading licence with 2 visas? I'm in London and moving in January.
Auto-reply · this ad's sequence
Thanks for contacting Crestline. Here is our 2026 setup guide, comparing mainland and free zone packages with all fees.
Crestline-Setup-Guide-2026.pdfPDF · 2.2 MB
Documents-checklist.jpgImage · 180 KB
Adil, one of our setup consultants, will message you when our office opens at 9am Dubai time.
Type a message, or / for quick replies
Source savedMeta ad · Mainland licence
New enquiry assigned to Adil HussainRound-robin · WhatsApp · Setup consultants

How it works

From a late-night enquiry to a licence in hand

  1. A founder taps your ad

    Each click-to-WhatsApp or click-to-Messenger ad can send its own instant reply: up to 10 messages, such as your setup guide, the documents checklist and a short video from your office.

    Setup guideChecklist
  2. A consultant takes it

    Lead10 assigns the enquiry by round-robin between your consultants, to one person, or to a shared queue. An existing client who writes again lands on their own record.

    Round-robin → AdilExisting client
  3. Package signed, fee paid

    Send the package quote as a PDF the client signs online, convert it to an invoice and send a card payment link. The documents go on a checklist with due dates.

    SignedPaidDocuments
  4. Renewals bill themselves

    Next year's licence and visa renewals run as subscriptions with renewal reminders, and the issued licence is reported to Meta and Google as a conversion.

    RenewalSentSent

Setup pipeline

Every company formation, stage by stage

See at a glance who is waiting for a consultation, whose documents are missing and whose licence is nearly done. Drag a client to the next stage, or work from the list.

  • Your own stages: New, Consultation, Quote sent, Documents pending, Licence issued, or your own.
  • Your own fields for jurisdiction, activity, number of visas and office type, on plans that include custom fields.
  • Tasks with checklists for passport copies, NOCs and signatures, each with a due date and a reminder.
  • Notes and files on the client's timeline, so any consultant can pick the file up.
Leads · BoardCrestline Business Setup

New 23

Oliver GrantMainland trading · 2 visas

CTWA adAH

Priya MenonFree zone · e-commerce

InstagramSM

Consultation 9

Kenji WatanabeBranch of a foreign company

Tue 10:00RN

Marta NovakGolden visa · investor

Wed 15:30NK

Documents 7

Hassan BakrFree zone consultancy

3 of 5AH

Lucía RomeroMainland restaurant

NOCSM

Licence issued 31

Ahmed SaleemGeneral trading LLC

AED 24,900RN

Emma ClarkeFree zone · media

AED 15,800NK

Quotes and payments

Package quotes clients sign from anywhere

Most founders aren't in Dubai when they decide. They open the quote on their phone, sign it on screen, and pay by card, with no printing or courier.

  • PDF quotes built from your packages, with licence, visas, office and PRO services as separate lines.
  • Signed or declined online, then converted to an invoice in one step.
  • Card payment links in the chat or by email, with receipts and a UAE VAT (FTA) layout.
  • Quote expiry dates on the calendar, so consultants follow up before the client goes elsewhere.
Billing · QuotationCrestline Business Setup
QUOTATIONQ-2026-0733 · valid until 31 Oct
Prepared for
Oliver Grant
Package
Mainland trading LLC · 2 visas
ItemQtyAmount
Trade licence and registrationYear 1 · government fees at cost1AED 14,500.00
Investor and employee visasMedical, Emirates ID, stamping2AED 9,800.00
Office space12 months · flexi desk1AED 9,000.00
PRO servicesSetup, bank account support1AED 3,500.00
Subtotal
AED 36,800.00
VAT 5% on office and PRO
AED 625.00
Total
AED 37,425.00
Signed
Oliver GrantSigned online · 17 Oct, 19:42 (London)Pay by card

Renewals

Licence and visa renewals that never slip

Renewals are your steadiest income and the easiest to lose. Set each one up as a subscription and Lead10 invoices, reminds and chases on schedule.

  • Renewal invoices in advance, sent automatically or saved as drafts for you to check.
  • Renewal reminders and your own chase, past-due and cancel rules.
  • Cards charged automatically if the client agrees; a renewal pauses when a payment fails.
  • Renewal campaigns on WhatsApp to clients whose licence expires in the next 60 days, using an expiry-date field.
Billing · SubscriptionsCrestline Business Setup
Active renewals412
Due this quarterAED 1.9M
Reminders sent64
Past due3AED 41,200
ClientRenewsAmountStatus
Ahmed SaleemGeneral trading LLC · licence12 NovAED 18,400Reminder sent
Emma ClarkeFree zone · licence + 1 visa20 NovAED 11,900Paid
Rafael CostaEmployee visa renewal28 NovAED 4,300Invoiced
Jin ParkMainland · licence2 OctAED 16,800Past due

Custom solutions

Cost calculators, document portals and renewal trackers, built for your firm

Every setup firm has its own packages, partners and paperwork. Lead10 runs the sales and billing; our developers build the rest of your process around it.

Connect it yourself

Lead10's REST API and signed webhooks, with developer documentation, on plans with API access. Your developer sends records in and gets an event the moment something changes.

  • REST API
  • Signed webhooks
  • Developer docs

Or let our developers build it

The team that builds Lead10 also builds custom software: connections to the systems you already use, customer portals, mobile apps and complete systems built from scratch around your process.

  • Integrations
  • Portals
  • Mobile apps
  • Built from scratch

A setup cost calculator on your website

The needFounders want a price before they talk to anyone, and your consultants answer the same cost questions all day.

What we buildA calculator that prices jurisdiction, activity, visas and office, then creates the lead in Lead10 with every answer filled in and a quote ready to send.

Website calculatorLead10Quote

A document portal for clients

The needPassports, photos and NOCs arrive as WhatsApp images and get lost in the chat.

What we buildA secure upload portal with a checklist per package; each upload updates the client in Lead10 and ticks off the task.

Client uploadChecklistLead10

An expiry tracker for every client

The needLicence, visa, Emirates ID and lease expiries sit in different spreadsheets.

What we buildOne tracker for every expiry date, feeding Lead10 so renewal reminders and campaigns go out at the right time.

Expiry trackerLead10WhatsApp

Also built for setup firmsReferral portal for partnersArabic and English client appGovernment fee tablesConsultant performance dashboard

  1. 01DiscoverWe sit with your consultants and map the process.
  2. 02DesignWe agree what Lead10 covers and what we build.
  3. 03BuildWe build, connect and test it with real files.
  4. 04SupportWe support it and add to it as you grow.

Every business works differently. Tell us how yours runs; every project is scoped and priced after a discovery call.

Discuss your requirements

Also in Lead10

Everything else the firm runs on

Client lists stay with the firm

Consultants see the chats assigned to them, numbers and emails can be masked by role, and export can be switched off.

AI replies across time zones

Switch on AI auto-reply for a chat so founders abroad get answers overnight. Available on plans with AI.

Welcome and return messages

An automatic welcome on the first message, and a different one when a past client comes back.

Partner referrals

Give accountants and partners their own referral code; Lead10's affiliate tools track referrals and commission.

Arabic, right to left

The web app in Arabic with a right-to-left layout.

Consultants on the move

The free Android app: the inbox, leads, tasks and today's appointments, with push notifications. Mobile app

In short

What is Lead10 for business setup firms?

Lead10 is a CRM for business setup, PRO and corporate service companies in the UAE. It collects enquiries from WhatsApp, Instagram, Messenger, Facebook Lead Ads, website forms and email into one inbox, answers ad enquiries instantly with your setup guide, and assigns each enquiry to a consultant automatically.

Consultants send package quotes that clients sign online and pay by card link, track documents as tasks with due dates, and run licence and visa renewals as subscriptions with reminders. Issued licences are reported to Meta and Google Ads as conversions.

FAQ

Business setup CRM: common questions

What does a CRM do for a business setup company?

It tracks every enquiry from the first message to the issued licence, with the consultant, the package, the documents still missing and the payment. Lead10 does this around WhatsApp, where most founders get in touch.

Can clients sign quotes and pay from abroad?

Yes. They open the quote link, sign it on screen and pay by card from the invoice link, from anywhere.

Can Lead10 remind clients about licence and visa renewals?

Yes. Run each renewal as a subscription with renewal reminders, or send a WhatsApp campaign to clients whose expiry date falls in the next weeks, using a template approved by Meta.

Does Lead10 connect to government portals?

No, not out of the box; applications are still submitted on the official portals. Our development team can build tools around your process, such as document portals and expiry trackers, and connect them to Lead10.

Can consultants take our client list with them?

You can make it much harder. Staff without permission see masked numbers and emails, see only their own chats, and export can be switched off by role.

How much does Lead10 cost for a business setup firm?

Plans are priced in AED per month or year, and you can start with a free trial. The pricing page shows what each plan includes.

The founder who gets a clear quote first, signs first.

Answer at 1am, quote by 9, and have the licence moving by lunch.