“ Entry permit, change of status, medical, Emirates ID and stamping as named stages, each with an owner and a date, updated from a phone. “
CRM for Business Setup.
Every File Tracked.
Every visa file, trade licence and government fee on one record, from the first enquiry through to the Emirates ID and the renewal after it.
Fewer client status calls
Business Setup CRM
Trade Licence Renewals
Visa Application Tracking
Amer & Tasheel Files
MOHRE Work Permits
GDRFA & ICP Applications
Emirates ID Renewals
Mainland, Free Zone & Offshore
Corporate Tax Registration
UBO & AML Records
Client Document Vault
Government Fee Recovery
Business Setup CRM
Trade Licence Renewals
Visa Application Tracking
Amer & Tasheel Files
MOHRE Work Permits
GDRFA & ICP Applications
Emirates ID Renewals
Mainland, Free Zone & Offshore
Corporate Tax Registration
UBO & AML Records
Client Document Vault
Government Fee Recovery
A visa file does not fit inside a sales pipeline
A setup consultancy is running dozens of applications at once. Each one sits at a different stage, in a different portal, waiting on a different document, with a different government fee already paid out of your own account. A pipeline built for deals cannot describe that, so the real tracking ends up in a spreadsheet only one PRO fully understands.
Every file is at a different stage
Initial approval here, trade name reserved there, MOA signed but establishment card pending, entry permit issued but the medical not done. Nobody can answer "where is my visa?" without opening four portals and asking two people.
Expiry dates arrive without warning
Trade licences, establishment cards, labour cards, residence visas, Emirates IDs and passports all run on their own separate clocks, and the fine begins the day after the one you missed.
Government fees quietly leak
Disbursements are paid at Amer, Tasheel and the free zone portals, recorded on a paper receipt or a photo in a chat, and a share of them is never recovered on the client invoice.
Your PRO is in a queue, not at a desk
Field staff are at the typing centre or the immigration counter. If they cannot update the file from a phone, the office learns what happened tomorrow and the client learns it the day after.
The modules a setup and PRO firm actually runs on
Not the accounting module list with the labels changed. Government vendors, company cards, disbursements and month-end reconciliation are separate modules because a setup firm lives or dies on them.
Visa and Application Tracking
Entry permit, change of status, medical, Emirates ID and stamping as named stages, each carrying its own owner, its own date and its own documents.
Trade Licence and Document Expiry
Licence, establishment card, immigration card, passport, residence visa and Emirates ID expiry on the client record, with the renewal job opening itself.
Government Vendor and Fee Management
DED, MOHRE, FTA, Ejari, Tasheel, free zone and tax authority vendors with fee schedules, disbursements and vendor payments in one ledger.
Wallet and Card Management
Company card spend with an approval workflow, budgets, receipt capture and export, so what your PRO paid at the counter is on the record the same day.
Month-End Reconciliation and Margin
Reconcile every government disbursement against what was actually invoiced, then read the margin per file, per client and per month.
Client Portal Dashboard
A professional login where the client sees their file stage, the documents still outstanding from them, their invoices and their renewal dates.
Client Onboarding and KYC
Intake forms, KYC collection, beneficial ownership and source-of-funds records, and e-signature, all completed before any work begins.
Leads and Follow Ups
Every enquiry from WhatsApp, the website, a broker or a referral agent lands as a lead carrying a source, an owner and a next action date.
Quotations, Invoices and Collections
Quote, then invoice straight from the completed file with the disbursements carried across, and chase automatically until it is paid.
Secured Document Vault
Passports, Emirates IDs, MOAs, licences and government receipts on the client record with version history and a full audit trail.
Operations and Task Management
Every open file on one board with its stage, owner and turnaround, updated from a phone while your PRO is still standing in the queue.
Smart AI Assistance
Drafted replies, file summaries and document reads that give the team their afternoon back, with a person always approving what reaches the client.
Meta Lead Ads: Facebook and Instagram
Live integration. A lead form submitted on a Facebook or Instagram ad lands in Risper CRM by itself, tagged with the campaign it came from, assigned to a consultant and already on a follow-up timer.
LinkedIn Lead Ads
Live integration. Company-formation and investor enquiries from LinkedIn lead forms arrive on the same pipeline, so a lead from LinkedIn is worked exactly like a walk-in.
Google Ads and Business Profile
Live integration. Search, Maps and lead-form enquiries reach the CRM with their campaign attached, so cost per signed licence is a number on your dashboard, not a spreadsheet.
TikTok and Snapchat Lead Ads
Live integration. Instant-form leads from TikTok and Snapchat, the channels doing the most work for consumer-facing setup firms in the Gulf, flow into the same queue with the same reminders.
WhatsApp Business
The channel most UAE enquiries actually arrive on. Every WhatsApp enquiry is captured as a lead with an owner and a history, instead of living in one consultant phone.
One Pipeline, Every Platform
Nothing is exported and nothing is re-typed. Ad leads from every platform sit in one queue with the same owner rules, the same reminders and the same source report, so you can see which spend produced a signed client.
From the first enquiry to the Emirates ID, on one file
Capture the enquiry
Every WhatsApp message, call, website form and agent referral lands as a lead with a source, an owner and a follow-up date. Nothing goes cold because the consultant handling it went on leave.
Open the file
Convert the client into a job with the right checklist for mainland, free zone or offshore, the licence type, the shareholders and the visa quota. The document request goes out on its own.
Run the government steps
Each stage carries its own status, its own owner and its own paid fee, updated from a phone in the queue at the typing centre and visible in the office the same minute.
Renew, every year, forever
Licence, establishment card, visa, Emirates ID and passport expiry dates all sit on the client record, and the renewal job opens itself months ahead of the deadline instead of days after it.
Every renewal caught months in advance
Trade licence, establishment card and immigration card expiry dates live on the client record with a renewal job that opens itself well before the fine window, not after it.
One board for every open application
Initial approval, trade name, MOA, licence issue, establishment card, entry permit, change of status, medical, Emirates ID and stamping, each a visible stage with a named owner.
Document expiry tracked per person
Passports, residence visas and Emirates IDs for every shareholder, partner and employee under your sponsorship, each with its own reminder before it lapses.
Government fees recovered, not absorbed
Log each disbursement against the file the moment it is paid, so the client invoice carries the real cost and none of it quietly comes out of your margin.
Field updates from a phone
Your PRO updates the file from the typing centre or the counter queue, so the office and the client are reading the same status at the same moment.
Clients stop calling for updates
Each client signs into their own portal and sees exactly which stage their file has reached and which document is still outstanding from their side.
KYC, UBO and AML on the record
Identity documents, beneficial ownership details and source-of-funds records are collected at onboarding and retained with a complete audit trail.
A consultant leaving takes nothing with them
Deactivate the login, reassign the clients, and every file, document and conversation stays inside the business where it belongs.
Referrals and commissions tracked
Know which agent, free zone or referral partner sent each client and what is owed on it, without maintaining yet another spreadsheet.
What firms report after going live
> %
Improved Revenue
%
Client Retention
> Hrs
Saved Per Week, Per Team
Hrs
From Kick-Off To Live
Business setup questions, answered up front
Still not sure? We can help.
Yes. A visa file is a job with named stages rather than a single status. Entry permit, change of status, medical, Emirates ID application, stamping and collection each carry their own state, their own owner and their own date, so anyone in the office can answer where a file has reached without opening a portal or interrupting the PRO who is standing in a queue.
Yes. Each setup type runs from its own template, so a mainland LLC opens with initial approval, trade name reservation, MOA and establishment card steps, while a free zone company opens with the steps that free zone actually requires. Your team follows the right list automatically instead of remembering which one applies.
Expiry dates are stored on the client record, and the renewal job creates itself well ahead of the deadline with the owner already assigned and the document request already prepared. Renewals stop depending on a spreadsheet that somebody has to remember to open, and you get to approach the client early rather than apologise late.
Yes. The platform runs in a mobile browser, so field staff move a stage forward, upload a receipt or a stamped document and add a note from wherever they are standing. The office sees it immediately and the client portal updates at the same time, which removes the end-of-day catch-up call entirely.
Every disbursement is logged against the file as it is paid, with the amount, the date, the authority and the receipt attached. When the invoice is raised it carries those costs, so what you paid at Amer, Tasheel or a free zone portal is recovered rather than quietly absorbed into your margin.
Yes. Each client has a secure login showing which stage their licence or visa file has reached, which documents you still need from them, and every document you have already issued. Firms tell us this is what stops the daily "any update?" message more than anything else in the platform.
Yes. The workflows are built around the stages a file passes through rather than around one authority, so the same system runs files in Dubai, Abu Dhabi, Sharjah, Ajman, Ras Al Khaimah, Umm Al Quwain and Fujairah, and across free zones. Firms operating in Saudi Arabia, Qatar, Oman and Bahrain run the same platform with their own checklists.
Yes. Each client carries the source that brought them in, whether that is an agent, a free zone, an accounting firm or a marketing campaign, so you can see which relationships actually produce revenue and what is owed against them without maintaining a separate commission spreadsheet.
Yes, and this is one of the strongest reasons firms move to Risper. The same client record carries the setup file, the licence renewal calendar and the VAT and corporate tax compliance calendar, so the client who incorporated with you last year is the same client your accounts team is filing for this quarter, on one record and one invoice.
Nothing leaves with them. Their login is deactivated and their clients are reassigned in minutes, while every document, note, government receipt and message stays on the client record. Compare that with a consultant whose client relationships lived in a personal phone, which is how most setup firms lose clients on a resignation.
