Corevia One brings customer records, quotations, VAT invoicing, tasks and business documents into one connected platform for growing UAE businesses.
Trial duration, included modules and post-trial pricing are shown before registration. Payment card details are not required to start a trial.
Configurable VAT rates, TRN fields on documents and AED pricing.
A defined eight-stage setup with responsibilities written down on both sides.
Email support, Sunday to Thursday, 9:00 to 18:00 (GST, UTC+4).
Download records and reports as CSV or PDF at any time while active.
Prices, VAT treatment, renewal and cancellation published before you buy.
The dashboard summarises open quotations, unpaid invoices and tasks that are due. The same navigation — Customers, Sales, Invoices, Tasks, Documents, Reports, Settings — is present on every screen, so people find things in the same place each time.
The order in which the live modules are normally used, from a first enquiry through to a settled invoice.
Add the company and contact, with the source and the person handling it.
Build the line items, apply your VAT rates and send the PDF from the record.
The accepted quotation becomes a numbered invoice; VAT is shown as a separate line.
Mark invoices as sent, part-paid or settled so everyone sees the same position.
Open the report for outstanding invoices, VAT summary or sales by customer.
Corevia One records payment status. It does not take or process card payments.
These modules are part of the service now.
Stores company and contact records with notes and activity history.
Issues numbered invoices, records a customer TRN, applies configurable VAT rates and exports PDFs.
Attaches and organises documents against customer, quotation and invoice records.
Prepares quotations, tracks their status and converts accepted quotations into orders.
Assigns tasks, sets due dates and records appointments against customers or projects.
Reviews operational summaries and downloads records as CSV or PDF for your own analysis.
| Module | What it does | Availability | Included plan | Important limitation |
|---|---|---|---|---|
| Customer records | Stores company and contact records with notes and activity history. | Live | All plans | Configuration and access depend on the selected account. |
| Invoicing | Issues numbered invoices, records a customer TRN, applies configurable VAT rates and exports PDFs. | Live | All plans | VAT rates, numbering and TRN fields are configured per account before use. |
| Document storage | Attaches and organises documents against customer, quotation and invoice records. | Live | All plans | Storage allowance depends on the selected plan. |
| Quotations and sales | Prepares quotations, tracks their status and converts accepted quotations into orders. | Live | Growth and Business | Document templates are configured per account. |
| Tasks and scheduling | Assigns tasks, sets due dates and records appointments against customers or projects. | Live | Growth and Business | Task types and assignment rules are set up per account. |
| Reporting and export | Reviews operational summaries and downloads records as CSV or PDF for your own analysis. | Live | Growth and Business | Report content depends on the modules enabled on the account. |
These are not included in any plan and cannot be trialled or purchased.
A proposed read-only area for customers to access documents shared with them.
Proposed rule-based reminders and status changes across records.
| Module | What it does | Availability | Included plan | Important limitation |
|---|---|---|---|---|
| Customer portal | A proposed read-only area for customers to access documents shared with them. | Not available | Not included in any current plan | Not available today. |
| Workflow automation | Proposed rule-based reminders and status changes across records. | Not available | Not included in any current plan | No automation rules can be configured today. |
The modules are the same for everyone; the configuration is not. These are the setups we work through most often during onboarding. They are typical configurations, not customer case studies.
Enquiries arrive by phone and email, quotations are revised several times and the invoice has to match the accepted version exactly.
Records kept: Customers, quotation revisions, invoices, delivery paperwork.
Work is scheduled across sites and engineers, and the paperwork trail behind each job matters as much as the job itself.
Records kept: Site contacts, scheduled tasks, completion documents, invoices.
A small number of clients, long relationships, and invoices that need to reference the engagement they belong to.
Records kept: Client companies, contacts, engagement notes, invoices, reports.
Several projects run in parallel, and the question is usually which quotation is still open and which invoice has not been settled.
Records kept: Prospects, quotations, project tasks, invoices, brand documents.
Most teams arrive with a workable but fragile set of habits. These are the specific ones the live modules take over.
Nothing above happens on its own: the records still have to be entered or imported, and the configuration is agreed with you during onboarding.
A trading company receives an email enquiry for twelve line items, revises it twice, then has to invoice exactly what was accepted.
What changed is not the work; it is that the accepted version, the invoice and the paperwork are the same chain of records instead of three separate files.
Read two more worked examplesWe have not published customer names, uptime figures or integration logos, because we would have to invent them. What we can show you instead is checkable.
You provide business details, users and, if you want it, clean import files. We configure branding, numbering, VAT rates, users and permissions, run the import, deliver a walkthrough session on Business accounts and hand over after you validate the setup.
Read the eight onboarding stagesPricing, VAT treatment, renewal and cancellation terms are published in full. Read them, then decide.
