Feature
Customer gifting that knows the account.
GiftingFlow syncs contacts from your CRM with their account context attached, so your team sends the right gesture to the right person — from the sales budget pool, through approval, with a full record per relationship.
CRM · Salesforce
Last synced Today · 06:30
Synced contacts
1,236
Accounts covered
418
Layla Hassan
Nile Trading Co.
Karim Fouad
Cairo Tech Hub
Rania Adel
Delta Logistics
Injy Sabry
Horus Bank
What you get
Built for scale, designed for precision
Synced from your CRM
Salesforce, HubSpot and more. Contacts arrive without data entry and stay fresh on every scheduled or real-time sync.
Account context on every contact
Each customer carries their company name from the CRM — no mixing up two people who share a name, no gift attributed to the wrong account.
Governed customer spend
Customer gifts draw from the sales pool and pass the approval queue — generosity with governance, not spend on the loose.
See it in action
Designed for teams who move fast
| Contact | Account | Source |
|---|---|---|
| Layla Hassan | Nile Trading Co. | CRM |
| Karim Fouad | Cairo Tech Hub | CRM |
| Rania Adel | Delta Logistics | CRM |
| Injy Sabry | Horus Bank | Manual |
Contacts with their accounts
Customers import from the CRM with their companies attached, each record tagged by source — the team starts from a directory that is already right.
Customer
Layla Hassan — Nile Trading Co.
Gift
Executive Ramadan hamper · EGP 4,800
Occasion
Contract renewal
Budget pool
Sales — client gifting
Draws from the pool and joins the approval queue
Compose with context
The picker shows name and company together; add the gift, occasion and pool — four picks and it joins the queue.
Status you can defend
Sent, ready, awaiting approval, rejected — status derives from the linked spend request, so it can go neither stale nor sideways.
Nile Trading Co.
Layla Hassan
Executive Ramadan hamper
Contract renewal · Jul 19
Wellness spa box
Executive thank-you · May 13
Executive Ramadan hamper
Contract renewal · Feb 11
The relationship, on record
Every gesture toward an account stays queryable — snapshots keep the history even when the CRM contact churns.
Ready to put this to work?
We onboard a limited number of enterprise accounts at a time — integration support and a dedicated quality layer from day one.