SEL XP does the whole job of a lead met face to face, on a customer's site or on an exhibition stand: capturing it, qualifying it, following up, handing it to the right person and getting it into the CRM. This is the journey, in the order your team will use it.
From opening the app to a qualified lead with the follow-up sent, before the meeting is over.
Scan, check, qualify, send
One screen does the work. Photograph the card and the form fills in as the reading arrives. Tap what they asked about and when they need it. Save and follow up.
Voice note · 0:14Made by AI, check it: “120 needle valves for a gas skid…”
Save onlySave and follow up
9:41
Follow up with AhmedWhile the meeting is still fresh
Lead savedTask: Tue 09:00
EmailWhatsApp
Good to meet you today
Dear Ahmed,
Thank you for discussing your requirement for instrumentation valves. I am sharing the catalogue you asked about, and our team will be in touch about the technical meeting.
PDF
Instrumentation valves cataloguePicked from his interests · sent as a link
LaterSend emailSent 11:43
9:41
AH
Ahmed Al HassanProcurement Manager · ABC Industrialأحمد الحسن
Hot 80Site visitRFQ
NextTechnical meetingTue 09:00 · with their site engineer
Odoocrm.lead 10482Synced just now
Open
Email deliveredWith the valves catalogue · 11:43
Met on a site visitCard scanned at his office · 11:42
Say how you met, and be asked the right questions
A lead that is not from an event says how you met: a site visit, a client meeting, a daily sales visit, a referral or a card exchange. Your admin can give each its own form, so a rep on a customer's site is asked what matters there.
Each can have its own questions, set by your admin.
Site visit form · set by your admin
What did they ask about?
Instrumentation valvesTube fittingsServicing
Units on site12
+10 to the score
Next action
Send quotationSite visitCall
Lead savedOn its way to your CRM
Met on a site visitToday · 11:42
Instrumentation valves, servicing12 units on site
Send quotationTask for Tuesday 09:00
Choose how you metSave and follow up Send the catalogue
Offline is normal, never an error
Plant rooms, basements and exhibition halls have no signal. Everything you capture is saved and encrypted on the phone and sends itself when the signal returns, even after you close the app.
Leads, voice notes, tasks and check-outs all queue
Today, Leads and Tasks open with no signal
Each item is stored once, even if it is sent twice
9:41
9:41
Sync
Offline since 10:527 waiting
Saved and encrypted on this phone. They send by themselves when the signal returns.
Back online · sending3 waiting
All sent · 11:070 waiting
Every lead is in your workspace and on its way to the CRM.
Captured with no signal
3 new leadsAhmed Al Hassan and 2 more, with card photos
3.4 MBSent
2 voice notesTranscribed after upload
1.8 MBSent
1 visit check-out10:10 to 10:55 · the phone's time is kept
1 KBSent
1 task marked doneCall back Priya Nair
1 KBSent
Arabic is a first language, not a translation
The whole app runs in Arabic, right to left. Cards are read in both scripts, a name is kept in Arabic and Latin letters side by side, and each person picks their own language.
Right-to-left screens throughout
Follow-up wording in English and Arabic
Switch language at any time
9:41
Review leadSite visit · 11:42
Hot 80
Full nameAhmed Al Hassanأحمد الحسن
Job titleProcurement Manager
CompanyABC Industrial Company
Mobile+966 5X XXX XXXX
Product interest
Instrumentation valvesTube fittingsGaskets
Save onlySave and follow up
9:41
مراجعة العميلزيارة موقع · 11:42
ساخن 80
الاسم الكاملأحمد الحسنAhmed Al Hassan
المسمى الوظيفيمدير المشتريات
الشركةشركة إيه بي سي الصناعية
الجوال+966 5X XXX XXXX
المنتجات محل الاهتمام
صمامات الأجهزةوصلات الأنابيبالحشوات
حفظ فقطحفظ ومتابعة
02
While you capture
Know who you met, and how much they matter
Two things a pile of cards never tells you: whether a colleague already knows this person, and which of today's 60 conversations to call first.
Two colleagues, one customer
While you type, the app checks your whole workspace and your CRM for the same person. You see who met them, where, and what is open. Nothing you captured is lost: you choose where it goes.
Works across every company in a group
The first owner is told you met their contact
A separate lead needs a reason, and is audited
9:41
Review leadSite visit · 14:20
Met before, and in OdooMohammed K. met Ahmed at ADIPEC 2026. Odoo has an open deal.
NameAhmed Al Hassan
CompanyABC Industrial Company
Emailahmed@abc-industrial.example
Ahmed is already known
Nothing you captured is lost. Choose where it goes.
In SEL XPSame email
Ahmed Al Hassan · ABC Industrial
MKMet by Mohammed K. · ADIPEC 2026
In OdooSame email
Owner: Layla S.
Open deal: Gasket supplySAR 90,000
Add today's visit to Ahmed's leadAdded. Mohammed has been told.
Keep a separate lead (a reason is needed)
A score that explains itself
Each answer adds points: an active requirement, a decision maker, a purchase within 30 days, a request for a quotation. Hot, warm and cold follow from the total, and the lead's profile shows which rules fired.
Hot at 80 and over, warm from 50
The same score on the phone and the server
Managers see why, not just how much
Why Hot80
Active requirement+25
Decision maker+20
Buying within 30 days+20
Asked for a quotation+15
Hot is 80 and over. The lead's profile shows which answers added the points.
Hot · 80 and overWarm · 50 to 79Cold · under 50
03
Before you leave the meeting
Follow up while they still remember you
The follow-up is part of the capture, not a job for the end of the week.
Email, WhatsApp and a page of their own
The email uses your company's approved wording in English or Arabic. WhatsApp opens with the message ready. Catalogues go as a link to the visitor's own page, picked from what they asked about.
Delivered, bounced or marked as spam: it shows on the lead
Dear Ahmed, thank you for discussing your requirement for instrumentation valves. Here is the catalogue you asked about.
PDFInstrumentation valves catalogue
SendingDelivered 11:43
For Ahmed Al HassanThank you for your time today
PDFInstrumentation valves
PDFTube fittings
First opened 12:10
WhatsApp · message ready
Hello Ahmed, thank you for your time today. The catalogues we talked about are here: link to your page
Open WhatsAppLogged on the lead
04
No retyping
In the CRM before you reach the car park
Saving a lead queues it for your CRM. It arrives within about a minute, in order, with its history and its next task.
Company, contact, lead, history
Odoo is the first connector: leads, contacts and companies, the history in the chatter, the next task as a to-do for the right user, and the event as the campaign. Zoho CRM is next.
Nothing is created twice
Failed pushes are retried, then listed for a person
History and to-doMeeting, email, voice note · Technical meeting, Tue
WaitingSending4 entriesSynced
If the CRM does not answer, the lead is tried again after 1, 5 and 30 minutes, then 2 and 6 hours. After that it waits for a person, and nothing is sent twice.
05
Managers and admins · desk and phone
See the field while the day is still on
The numbers your reps create are yours as they happen: by team, by person, by event and by how the leads were met.
app · overview
Overview / Last 7 daysOdoo synced 2 min ago
Last 7 days · every way of meeting
Dubai branch3 teams · 11 reps · site visits, sales rounds and client meetings
Export
Leads12629 of them today
Qualified7459% of leads
Hot3125% of leads
PipelineSAR 4.2Mplus USD 310K, kept apart
First follow-up14 minmedian, capture to message
Leads by dayLast 7 days
14Fri
6Sat
4Sun
24Mon
27Tue
22Wed
29Thu
How they were met
Site visit48
Daily sales visit37
Client meeting23
Referral11
Card exchange7
Hot leads still waitingAll 7
Priya NairGulf Gas Processing · call overdue 1 day
Nudge
Assign, nudge, move on
My team shows today's leads, hot leads nobody has followed up and who has checked in. Hand leads to a person or split them across a team, and take it back within two minutes if you change your mind.
New leads to assignFrom someone who has left the team
Assign
TodayLeadsQuickMy cardMy team
Assign 3 leads
DM
Deepa Menon5 open leads
+1
AN
Aisha Noor9 open leads
+1
RH
Rami Haddad14 open leads
+1
Split evenly across Team 1Handed over. Undo for 2:00
06
No paper needed
A card that brings the lead back
For the person who would rather scan than swap paper.
Two phones, one scan
Every rep has a company-branded card with a QR. The visitor saves your contact, opens your catalogues and shares their own details back. Those arrive as a lead with the consent they gave.
Omar Farouk shared his detailsNew lead · from your card
TodayLeadsQuickMy cardTasks
9:41
YOUR LOGO
RHRami HaddadSales Engineer · Instrumentation valves and fittingsSave contactSaved to contacts
CallWhatsAppEmail
Share your details with RamiShareSent. Rami has your details.
07
Optional add-on
Field Presence: check in, check out, no tracking
For teams that need to know which customer visits happened, and how long each took.
One reading per tap. Nothing in between.
Location is read once at check-in and once at check-out, with the app open. A check-in is never blocked for missing location: it is flagged for the manager instead.
Field Presence · Thu 5 NovVisit check-inVisit in progressVisit ended
ABC Industrial
ABC Industrial Company2nd Industrial City, Dammam
Within 12 mLead: Ahmed Al Hassan
Location is saved only when you check in and check out. Nothing is tracked in between, and you can see everything your manager sees.
On a visit · within 12 m0h 32mIn at 10:10 · ABC Industrial, Dammam
In10:10
Out10:55
On site45 min
Location readNo tracking in betweenLocation read
Start visit at 10:10End visitOpen the lead
Works everywhere
One app on every device your team carries
iPhone and iPadInstall from Safari to the home screenAvailable
AndroidInstall from ChromeAvailable
Windows and MacInstall from the browser, or use it in a tabAvailable
App Store and Google PlayNative apps, with the phone's own camera, location and secure storageOn the way
Questions
What people ask about SEL XP
What is SEL XP?
SEL XP is a lead capture and follow-up app for sales teams in the Gulf that sell face to face: on customer sites, on daily sales rounds and at exhibitions. Reps scan business cards in Arabic and English or note a lead in seconds, qualify it and send the follow-up by email or WhatsApp. The lead syncs to the CRM, and managers see the results live.
Is it only for exhibitions?
No. A lead does not need an event. The rep chooses how they met the person, such as a site visit, a client meeting or a daily sales visit, and everything else works the same. Exhibitions add tools of their own: targets for the show, the stand team and the event's own catalogues and wording.
What is a field sales app?
A field sales app is software a sales rep uses on a phone while visiting customers. It records who they met, what was discussed and what happens next, and passes that to the company's CRM. SEL XP does this for site visits, client meetings and daily sales rounds, and adds follow-up by email and WhatsApp.
What is exhibition lead capture?
Exhibition lead capture is the job of recording who visited your stand, what they asked about and what should happen next, in a form your sales team can act on. Done well, each visitor becomes a qualified lead in the CRM with a follow-up already sent, rather than a business card in a pocket.
How is it different from a business card scanner app?
A card scanner stops at the contact. SEL XP carries on: it qualifies and scores the lead, warns you if a colleague has already met the person, sends the follow-up with the right catalogue, sets the next task, syncs to your CRM and shows managers every team and rep live.
Do I still need the organiser's badge scanner?
Often not. An organiser's lead retrieval app works at that one show and hands you a spreadsheet afterwards. SEL XP works at every show and on customer visits, reads business cards and open QR codes, and follows up at once. If an organiser encrypts its badges, only its own app can decode them, so some teams keep both at those shows.
Does it work without internet?
Yes. Leads, voice notes, tasks and check-ins are saved and encrypted on the phone and sent when the signal returns. The Today, Leads and Tasks screens open with no signal. Reading a card with AI and sending an email need a connection, so those happen as soon as the phone is back online.
Which languages does it support?
The app runs in English and in Arabic, with right-to-left screens, and each person chooses their own language. Cards are read in both scripts, names are kept in Arabic and Latin letters, and follow-up messages have an English and an Arabic version.
Tell us how your team sells: on customer sites, on the road or at exhibitions. We will show you the app with your products, your team structure and your CRM in mind.