Best CRM for Citizenship by Investment Companies in Dubai

As a city with an open economy attracting residents of, or looking to make, great wealth, Dubai has developed a strong target industry for those in the Citizenship by Investment or Second Citizenship business. Consultancies offering second passport and citizenship services to the high-net-worth individuals of the UAE have begun propping up over the last few years with a unique offering and solutions tailored specifically to the desires and particularities of these individuals interested in second citizenships. Relationship management and clever campaign marketing are the cornerstones to success in this increasingly competitive environment.

So, what's the secret weapon for strong customer relationships?
CRM.

Implementing a CRM platform for a Citizenship by Investment organisation gives the ability to target and track new prospective customers, as well as keep in touch with existing clients, over the long sales cycle, while delivering relevant information that is based on the conversational history and what they need to know about the services to make the most informed decisions.

With so much information out there on the best Second Citizenship offerings and what to consider when determining the best options, most Citizenship by Investment companies in Dubai are going to need a content marketing plan, and thus a CRM that allows for marketing campaigns that can be tracked and included in the strategy, alongside the sales efforts.

Best CRM Options for Citizenship by Investment Companies in Dubai

The best CRM options in this industry will be those that have Marketing Automation and Sales Enablement features to help the respective teams deliver the necessary information for decision making. With this in mind, all of the CRM options below have all the required features available.

1. HubSpot CRM

HubSpot is a free CRM that has quickly become a global favourite amongst marketers for inbound marketing campaigns. Their CRM is user-friendly and can be easily managed by anyone in the business, making it a good solution from customer service through to marketing and even sales.

The free version covers everything from a fully functional CRM to the Sales Hub, with integrations of Gmail and Outlook calendars and email, as well as customisable contact properties, deal stages, pipeline management, opportunity tracking, tasks, website chat and bots, email tracking, reporting, meeting scheduling link per user, and so much more. Upgrading to HubSpot Sales Professional gives users multiple pipelines, and integrating HubSpot Marketing allows businesses to bring campaign management and marketing automation integrations into the CRM.

HubSpot CRM is free, and the advanced sales and marketing features range from $50/month for HubSpot Sales, Marketing or Service Starter, which removes HubSpot branding and gives your team access to email automation sequences, to $400/month for HubSpot Professional, which includes five licenses. They offer free trials so that potential customers can try before they buy.

Potential customers can also easily create their own plans on HubSpot, specific to their requirements in terms of contacts and users.

Digital Marketing Options

2. Salesforce.com

Salesforce.com has long been a CRM of choice, covering both sales and marketing activities with their intuitive platform, that, like HubSpot, is relatively easy for anyone at any level to jump straight onto.

Their basic plan covers standard contact management features, task and event tracking, Outlook and Gmail integration, mobile app access, a content library, reporting, and Chatter (their internal chat tool). The Salesforce Marketing Cloud brings users email, mobile, social, advertising, journey building, marketing automation, and data management.

Salesforce.com starts at $25 user/month for Salesforce Essentials, $100 user/month for Salesforce Lightning Professional, and up to $325 user/month for Lightning Unlimited. The Marketing Cloud features can be added onto these plans for additional costs, which vary depending on the base plan. All of their plans are on annual contracts, and they offer a 30-day free trial so that users can test before committing.

3. Microsoft Dynamics 365

Microsoft Dynamics is exclusively for those of enterprise size. It is the "heaviest" option on this list, with the largest range of additions and most complexity to set up and maintain - but for an enterprise organisation, it does prove a lot of value.

Their marketing campaign app allows businesses to create and nurture leads, align sales and marketing, and make smarter decisions with AI-powered market insights. It also provides for 2,000 contacts with 10 or more users of Customer Engagement and Dynamics 365 Plans.

Microsoft Dynamics 365 starts at $115 user/month for the Customer Engagement Plan, and up to $210 user/month for Dynamics 365 Plan, which gives users access to all the apps. They have a 30-day free trial.

4. Zoho CRM

Zoho is popular at the small to medium level, with a simple interface that is easy for all staff to use and solutions that deliver results for sales and marketing campaigns.

Their basic package includes workflow automation, sales gamification, and a sales process builder, advanced plans bring in additional services such as Google AdWords integration, and AI sales assistant. Their marketing automation tools allow users to create manage and track campaigns with visibility across the teams to improve engagement.

Zoho starts at $12 user/month for Zoho Standard, $20 user/month for Zoho Professional, $35 user/month for Zoho Enterprise, and goes up to $100 user/month for Zoho Ultimate. Their free trial period is 15 days.

5. Infusionsoft

Infusionsoft was recently voted as the best product for sales for small businesses by G2 Crowd. As hinted, it is a CRM solution for small businesses that allows users to keep on top of their leads and client requirements.

Their basic package offers unlimited landing pages, CRM, marketing automation, unlimited emails, invoices and payments, and free customer support. Upgrading brings in sales automation and online selling features.

Infusionsoft starts at $119 p/month for the Basic, including 2,500 contacts, $299 for the Pro with 5,000 contacts and $399 p/month for the Premier plan with 10,000 contacts.


All of the CRMs listed have the goods needed to deliver quality results and first-class service to customers. Which is best, in the long run, depends on a variety of factors, from the size of the business to the features requires. It is wise to compare them with a clear idea of what features are required and then assess which is going to deliver the best bang for your buck.