Getting started

Set up Rasid in five minutes

Everything you need to go from a fresh account to running your daily follow-up — and a full feature reference below, organized by which plan includes it.

Quick start

Create your workspace

After signing up, give your business or company a name. That's the whole setup — no wizard. You can invite your team and pick an internal username right there too.

Add your customers

Add customers one at a time, or import a whole list at once from a CSV file — a starting balance, currency, and follow-up date for each.

Check Today's Calls every morning

This is the heart of the software: a short list of exactly who's due for a follow-up today, and nothing else to think about.

Record what happens

After a call: log the outcome, reschedule, or record a payment. Two taps, and the customer's balance and history update instantly.

Invite your team Pro

On Basic you're working solo. On Pro and Business, invite team members from Settings → Team and assign customers to the right person.

Following up with customers

How Rasid keeps a follow-up from being forgotten.

Escalating reminders

Every overdue customer moves through a tone tier automatically — friendly, then firm, then a formal notice, then pre-legal — based on days overdue and reschedule count. Each tier has a ready-to-send WhatsApp message in Arabic or English.

AI call plan Basic (limited) · Pro/Business unlimited

A one-tap AI summary of who most needs attention today and why. Customer names and phone numbers never reach the AI — only balances and dates do.

Live objection quick-answer Pro

Mid-call, type the objection a customer just raised and get one AI-suggested reply in seconds — the one interactive piece of the AI call assistant.

Payment risk score Pro

A Reliable / Watch / At risk label per customer, computed from their real history. Use it to filter your customer list and prioritize who to chase first.

Installment payment plans Pro

For a large balance, set up an installment schedule instead of chasing one lump sum — Rasid can draft a reasonable schedule and track it automatically.

Customer self-service balance link Pro

Share a private link with a customer over WhatsApp so they can check their own balance and recent payments any time — without calling you.

Preferred contact language

Set a customer's preferred language once from their edit form — every message to them uses it from then on, regardless of your own screen's language.

Your business at a glance

Reports and insight beyond the daily list.

Dashboard

Total outstanding balance, this month's collections vs. last, customers by aging bucket, and — on Pro and Business — a reliability breakdown across your customer base.

Aging report Business

Every customer bucketed by days overdue (current / 1-30 / 31-60 / 61-90 / 90+), so you can see exactly where risk is concentrated.

Month-end close Business

Freezes this month's receivables summary as a permanent record — useful for handing clean numbers to an accountant.

Ask about your data & how-to help Basic (10 messages/day) · Pro/Business unlimited

A chat assistant that answers plain-language questions about your own customers, and separately answers "how do I..." questions about using Rasid itself — grounded in real product documentation, never invented.

Custom message templates Business

Override the built-in wording for any reminder tone, in either language, from Settings — for when your own house style says it better than the default.

Auto-send reminders (email) Business

Turn this on and Rasid emails a friendly reminder automatically to overdue customers who prefer email — no one has to tap anything. How often and how many times per customer are both adjustable in Settings.

Scan a receipt photo Business

Recording a check, transfer, or payment-app payment? Snap a photo and Rasid reads the amount, date, and reference number off it to pre-fill the form.

Name pronunciation transliteration

Type a name in Latin letters while working in Arabic (or the reverse) and Rasid shows how it's pronounced in the other script, right on the customer's profile.

A few tips for a smooth start

Import, don't retype. Switching from a spreadsheet? Export it to CSV first — it'll save you hours.

Check Today's Calls before anything else. The whole point of Rasid is that you never have to remember who's due — the software remembers for you.

Rasid works offline. No signal on a delivery run or in a shop with bad Wi-Fi? Keep working — it syncs the moment you're back online.

Ready to get started?

Get in touch and we'll get you set up within minutes.