Sedang Bahagia
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CRM with WhatsApp inbox Every lead, visit and deal in one pipeline.

From first contact to closing and after-sales, your team and management see the same pipeline. Field sales work from their phones, and customers can pay online.

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Q4 pipeline

LIVE · New lead from WhatsApp

Lead3 deals
Cityline SupermarketsRina A.120 cases
Bayview MinimartDaniel T.40 cases
Sunrise Hotel GroupRina A.6 outlets
Visit1 deal
Kopi Lane CaféWei L.25 cases
Quotation2 deals
Metro GrocersDaniel T.18 stores
Harbour MartSara K.90 cases
Won1 deal
Lucky StoreWei L.30 cases

WhatsApp and email in one inbox.

Customer messages from WhatsApp and email land in one shared inbox, linked to the customer record and the deal they belong to. Anyone on the team can pick up a thread, in whichever language the customer wrote.

Shared inboxWhatsApp · Email
  • Cityline SupermarketsBoleh hantar Jumaat?
  • Kopi Lane CaféEMAILRe: new menu samples
  • Harbour MartInvoice received, thanks
Cityline SupermarketsDEAL · 120 CASES

Hi, nak order lagi for the Tampines store. 120 cases same as last month, boleh hantar Jumaat?

Rina A.Boleh. I’ll add the 2 chiller displays we discussed and send the quotation today.

Ok, thanks lah.

TODAY · 10 OCT4 outlet visits
Target Oct72%
09:00Bayview MinimartDone · order placed
10:30Cityline SupermarketsNow · shelf audit
13:00Kopi Lane CaféNew menu samples
15:30Sunrise HotelContract renewal
Check in at outlet

Built for sales in the field.

Reps get customer data, visit plans, targets and activity logging in a mobile app, with no end-of-day paperwork pulling them away from selling.

One pipeline, start to close.

Prospects, sales visits, transactions and closings follow one tidy workflow, so managers can read pipeline performance precisely instead of chasing updates.

  • Leads128
  • Visits64
  • Quotations31
  • Won14
CRM
ERP
Other systems
  • customers
  • price lists
  • sales orders
  • invoices
  • stock

In sync with your ERP.

Connects to your ERP and other systems, so customer records, transactions and touchpoints stay consistent across the business.

Customer portal and online payment.

Give customers a self-service portal and online payment. Interaction gets faster and more transparent, from first order to after-sales.

INV-3412DUE 24 OCTPAID
Cityline Supermarkets
120 cases + display
Beverage assortment
120 cases
Chiller display
2 units

Where it runs is your call.

Cloud

  • We host, monitor and update it
  • Add users without new hardware
  • Access from any office or device

On-premise

  • Runs on your own servers
  • Data stays inside your network
  • Fits your IT and security policy

See CRM running on your own pipeline.

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CRM: common questions

Does the CRM work with WhatsApp?

Yes. WhatsApp and email conversations land in one shared inbox and are linked to the customer record and the deal they belong to.

Can we use the CRM before it is customised?

Yes. The CRM runs the standard workflow from day one. We customise it only after your team has used it and found where it falls short.

Can the CRM run on our own servers?

Yes. Every system can run on our managed cloud or on-premise on your own servers, depending on your security policy and IT setup.

Do we own the customisations?

Yes. Custom work is handed over with source code, documentation and admin access, the same as every project we build.

From the build

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