THE CRM FOR WHAT COMES NEXT

From opportunity
to award.
And beyond.

Great business needs a clear path. Bring your relationships, pipeline and next steps together in one workspace built for EPC and Trading teams.

One connected workspace. A shared view of the work.

MASAR / WorkspaceAM
YOUR BUSINESS, IN FOCUS

Opportunity pipeline

This quarter ⌄
Pipeline valueSAR 4.8MAcross active opportunities
Open opportunities24One shared view
AwardedSAR 1.2MReady for the next step ↗

Qualified 08

EPC

Industrial expansion

Atlas Engineering

SAR 850,000
AKRFQ review

Proposal 06

TRADING

Equipment supply

Horizon Industries

SAR 320,000
SADue 12 Nov

Awarded 04

WON ✓

Site systems package

Northstar Projects

SAR 640,000
AMPO handoff →
ILLUSTRATIVE PRODUCT VIEW · SAMPLE DATA
Keep the momentum.Opportunity won → PO handoff task
A clear path. At every stage.

FROM FIRST CONVERSATION
to the next milestone.

  1. 01 Connect
  2. 02 Qualify
  3. 03 Win
  4. 04 Deliver
  5. 05 Grow

LESS CHASING. MORE CLARITY.

All the moving parts.
One place to move forward.

Turn scattered information into a shared picture of your business. Know who’s involved, where each opportunity stands, and what happens next.

01 / RELATIONSHIPS

Context, without the search.

Keep companies, contacts, leads, activities and documents together, so your team can pick up the conversation with confidence.

02 / OPPORTUNITIES

A pipeline with a purpose.

See the company behind each opportunity, update stages, and plan RFQ, submission and award dates from a connected pipeline.

03 / COLLABORATION

The same page. For everyone.

Share business records within your organization, assign work, and keep editing and administration controlled by each person’s role.

BUILT AROUND THE WAY YOU WORK

Different businesses.
The right path for each.

An EPC bid and a Trading order don’t follow the same journey. MASAR gives both teams a connected place to work, with workflows that reflect their next step.

Bring structure to complex bids.

Align technical and commercial teams around requirements, proposal deadlines and approvals, from the first RFQ to the award decision.

  • Expected RFQ, submission and award dates
  • Assigned proposal and compliance tasks
  • Approval requests and a record of rules run
EPC WORKFLOWIllustrative workflow

Every milestone.
Moving in the same direction.

✓
01 · OPPORTUNITY

RFQ received

Requirements captured in one place

✓
02 · COORDINATION

Technical & commercial review

Assigned owners and clear due dates

3
03 · PROPOSAL

Ready for internal approval

A clear decision before submission

4
04 · AWARD

The next chapter begins

Keep the decision and handover in view

MOMENTUM, BUILT IN

Let the next step
find its way to your team.

Turn stage changes into coordinated action. Add an AI perspective when your organization needs a second look.

↗
WHEN A STAGE CHANGESOpportunity → Won
Trading
✓
CREATE AN ASSIGNED TASKCreate or verify customer PO
◎ Opportunity owner◷ Due in 2 working days
✓ Rule recorded in workflow history

Less repetitive coordination.

Predefined EPC and Trading rules create assigned tasks, set due dates and request approvals at supported stages. See which rule ran and what it created.

Opportunity reviewILLUSTRATIVE AI BRIEFFor your review
Spot potential risks

Surface concerns grounded in the opportunity’s available records.

Find the missing context

Identify details that need a closer look before the next decision.

Plan the next conversation

Review suggested actions with references to the source information.

A fresh perspective. You decide.

Optional OpenAI opportunity reviews help identify risks, missing information and next actions. Your organization controls the connection, data sharing and usage limits.

AI requires an organization-owned API key. Suggestions need human review.

MANAGEMENT REPORTING

The bigger picture

Quarterly view ⌄
PipelineSAR 4.8M
AwardedSAR 1.2M
SAMPLE DATA
Opportunity value over time
JulAugSepOctNovDec
QualifiedProposalAwarded
From insight
to discussion.
Shareable reports

SEE THE WORK. SEE THE OPPORTUNITY.

Make your next decision
with the full picture.

Give administrators and managers reports that turn business records into useful conversations, with visual summaries, filters and export options.

  • Understand the pipeline through charts and dashboards
  • Review delivery, invoicing and collection exceptions
  • Export visible records to Excel or CSV
  • Keep professional reporting in authorized hands
See what matters to your business

SHARED WORK. CLEAR BOUNDARIES.

Built for your team.
Controlled by your organization.

Separate workspaces

Work across multiple organizations with membership-based access to each workspace.

Roles & accountability

Control who can edit, import or administer, with audit history for recorded actions.

Your data, portable

Authorized imports, record exports and administrator JSON backup and restore tools.

A FEW THINGS TO KNOW

A clearer start.

Have something else in mind?
Talk to us

Who is MASAR for?

MASAR brings customer relationships, business development and team coordination together for EPC and Trading organizations. EPC teams can coordinate bids and proposals; Trading teams can follow won opportunities through purchase orders, delivery, invoicing and collection.

What happens after an opportunity is won?

Trading teams can prepare a reviewable purchase order draft from an eligible Won opportunity. Carried-over details reduce duplicate entry, while delivery, invoice and payment records keep the order’s progress visible.

Can we bring our existing data?

Yes. Authorized members can use downloadable CSV or Excel templates to import supported records, including companies, contacts, leads, opportunities and Trading purchase orders. Import permissions are controlled by the organization.

Can one person work in more than one organization?

Yes. A person can belong to multiple organizations. They can use the organization name or code at sign-in and switch between their authorized workspaces. Access remains tied to each membership.

Does the AI make decisions or change records automatically?

No. Optional AI reviews provide summaries, risks, missing information and suggested next actions for human review. An authorized administrator configures the organization-owned OpenAI connection and its data-sharing settings. Stage-based workflow rules are separate from these AI reviews.

How do we get started?

Email vpop@ngmsa.com to discuss your team and arrange a demonstration. Existing customers can log in to MASAR. New members join their organization through an administrator’s invitation.

YOUR NEXT CHAPTER STARTS HERE

Give your business
a clearer path.

Let’s explore what MASAR could look like for your team.

Book a conversation vpop@ngmsa.comAlready part of MASAR? Log in →