Dubai, UAEFinance

Mazeed is centralising communication and streamlining support with Pepper Cloud CRM

Mazeed

Mazeed is a Dubai-based financial services company that provides investment and savings solutions to its customers. With a rapidly growing customer base across the UAE, Mazeed needed a centralised platform to manage communication and support efficiently.

Features used:

WhatsApp integration
WhatsApp integration
Message management
Message management
Sales pipeline management
Sales pipeline management

The challenge

"We wanted only specific users to see conversations while keeping everything private and managed from one platform."

Mazeed's frustrations involved multiple teams, particularly accountants and account managers, interacting and managing internal workflows across different tools and channels. While they needed a single platform to manage all communications and ticketing, the biggest concern was privacy and access control:

  • Only relevant users (e.g., accountants and account managers) should be able to see specific conversations or message threads.
  • Communication was fragmented, making it harder to ensure accountability, enforce privacy, and track resolution performance.
  • Without a unified solution, tracking ticket response times, assignments, and SLA compliance was manual and inefficient.

The solution

"Pepper Cloud CRM gave us a single platform where we could manage all communications with customised access controls and track performance in real time."

Pepper Cloud CRM helped Mazeed centralise its messaging, ticketing, and team collaboration, all within a single platform, with strict access controls and performance visibility. The solution enabled Mazeed to:

  1. Customisable access permissions with label access

    Mazeed used Label Access to assign fine-tuned visibility controls. This allowed the company to:

    • Define exactly which users can view specific conversations or groups, ensuring accountants and account managers only see what's relevant to them.
    • Maintain strict team privacy while keeping collaboration friction-free for authorised users.

  2. Ticketing system with round-robin assignment and SLA tracking

    Mazeed replaced manual tracking and ad-hoc allocations with a structured ticketing workflow:

    • Tickets are automatically distributed among team members using a round-robin assignment, helping balance workload.
    • SLA tracking and resolution-time dashboards provided leaders with clear visibility into performance and responsiveness, ensuring service standards were met.

  3. Centralised Messaging & WhatsApp Groups Within CRM

    Instead of juggling external messaging tools:

    • Mazeed created and managed WhatsApp groups directly within Pepper Cloud CRM, consolidating all client communications in one place.
    • This improved context retention, reduced message loss, and ensured conversations were auditable and searchable.

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