CRM with WhatsApp inbox: Every lead, visit and deal in one pipeline.
A ready-to-use CRM for companies in Singapore, Malaysia and Indonesia, in our cloud or on your own servers. It connects to the official WhatsApp Business Platform: WhatsApp and email share one inbox, linked to each deal. Field sales work from their phones, and customers pay online.
The supermarket chain asked for 120 cases on WhatsAppRina A. checked in at the Tampines outlet at 10:32Quotation QT-0412 sent with prices from the ERPWon. Sales order SO-2207 created in the ERPA company buyer enquired about Tower B through a Facebook lead adRina A. checked in at show unit 12-05 at 10:30Booking form BK-0127 sent with the payment planSigned. Booking invoice raised in the ERPThe logistics firm asked about 8 vans through a click-to-WhatsApp adTest drive logged at the Shah Alam depot at 10:30Quotation QT-0388 sent with fleet prices from the ERPWon. Sales order SO-1904 created in the ERP
Lead3 deals
Supermarket chainWARina A.120 cases
MinimartFormDaniel T.40 cases
Hotel groupAdRina A.6 outlets
Visit1 deal
CaféWei L.25 cases
Quotation2 deals
Grocery chainDaniel T.18 stores
Convenience storeSara K.90 cases
Won1 deal
Provision shopWei L.30 cases
Enquiry3 deals
Company buyerAdRina A.3BR · Tower B
Tan familyWASara K.2BR · Tower A
Mr. ReyesFormDaniel T.Studio
Viewing1 deal
Trading firmRina A.Shophouse
Booking2 deals
Ms. HartonoWei L.3BR · Tower B
Kumar familySara K.2BR · Tower A
Signed1 deal
Mr. ChuaDaniel T.Penthouse
Lead3 deals
Logistics firmWARina A.8 vans
Courier companyFormWei L.4 vans
Taxi operatorImportSara K.20 sedans
Test drive1 deal
Construction firmDaniel T.6 pick-ups
Quotation2 deals
Tour operatorRina A.3 minibuses
Food distributorWei L.5 trucks
Won1 deal
Car rental firmSara K.12 SUVs
Follow one deal from first message to payment.
Each step uses the same example deal, a supermarket chain’s repeat ordera company buying a unit in Tower Ba logistics firm’s order for 8 vans, and follows the industry you pick. Open ✦ Explore AI features on any step for its optional AI, such as reply drafts in the customer’s language. Someone on your team checks each AI draft before it is used, and every step still works with AI switched off.
Every enquiry arrives as a lead with its source recorded, is matched by phone number against the contacts you already have, and gets an owner before anyone has to ask whose it is.
WhatsApp chats and click-to-WhatsApp ads, web forms, Facebook and Instagram lead ads, and CSV imports
The source recorded on every lead
Duplicates caught by phone number, with every number stored in one format
One person with several numbers, or one number for several outlets
Owners assigned by territory, round robin or account
✦ Optional AI
Likely duplicates flaggedPhone rules catch exact matches. AI flags contacts that look alike by name or address, for a person to merge or keep apart.
First message read into the leadWhat the customer asked for, the quantity and the location are read from the first message or form, as suggestions on the lead.
Spreadsheet imports mappedAI suggests how columns from old spreadsheets or another CRM map to your fields, and lists likely duplicates for you to check before the import.
✦ AIForm comment read: wants 2 chiller displays for the Tampines store.
8234 1100+65 8234 1100
New contact
Coffee shop · Bedok
✦ AILooks like the coffee shop already on file: same Bedok address, another number. Left for review.
trade-fair.csv · 48 rows48 numbers checked
6 already in the CRM, 42 new
Source · Trade fair
✦ AIColumns mapped: “HP No.” to Phone, “Kedai” to Company. 3 rows to check.
0812-3456-7890+62 812-3456-7890
Existing contact
Company buyer · Tower B
✦ AIFirst message read: wants a viewing of unit 12-05 this weekend.
62 812 3456 7890+62 812-3456-7890
Same number as a WhatsApp chat, merged
Company buyer · Tower B
✦ AIForm comment read: asks for the Tower B payment plan.
0813 9876 5432+62 813-9876-5432
New contact
Mr. Santoso · Tower B enquiry
✦ AILooks like “Budi Santoso” from the launch event: same email. Left for review.
launch-event.csv · 120 rows120 numbers checked
15 already in the CRM, 105 new
Source · Tower B launch
✦ AIColumns mapped: “No. HP” to Phone, “Minat” to Unit type. 4 rows to check.
012-345 6789+60 12-345 6789
Existing contact
Logistics firm · fleet account
✦ AIFirst message read: 8 delivery vans, asks about a service package.
60123456789+60 12-345 6789
Same number as a WhatsApp chat, merged
Logistics firm · fleet account
✦ AIForm comment read: wants a test drive before the end of the month.
019 887 2210+60 19-887 2210
New contact
Transport company · Johor Bahru
✦ AILooks like the transport company already on file: same address, another number. Left for review.
fleet-expo.csv · 64 rows64 numbers checked
9 already in the CRM, 55 new
Source · Fleet expo
✦ AIColumns mapped: “Tel” to Phone, “Fleet size” to Vehicles. 2 rows to check.
OWNERApplying the rules…
RARina A.Rule · Account owner
RARina A.Rule · Account owner
DTDaniel T.Rule · Territory · East
44 repsRule · Territory
RARina A.Rule · Account owner
RARina A.Rule · Account owner
SKSara K.Rule · Round robin
66 agentsRule · Round robin
RARina A.Rule · Account owner
RARina A.Rule · Account owner
DTDaniel T.Rule · Territory · Johor
44 advisorsRule · Territory
WhatsApp: +65 9123 4567. Existing contact: Supermarket chain · Tampines. Owner Rina A., rule: Account owner.Web form: 9123-4567. Same number as a WhatsApp chat, merged: Supermarket chain · Tampines. Owner Rina A., rule: Account owner.Lead ad: 8234 1100. New contact: Coffee shop · Bedok. Owner Daniel T., rule: Territory · East.Import: trade-fair.csv · 48 rows. 6 already in the CRM, 42 new: Source · Trade fair. Owner 4 reps, rule: Territory.WhatsApp: 0812-3456-7890. Existing contact: Company buyer · Tower B. Owner Rina A., rule: Account owner.Web form: 62 812 3456 7890. Same number as a WhatsApp chat, merged: Company buyer · Tower B. Owner Rina A., rule: Account owner.Lead ad: 0813 9876 5432. New contact: Mr. Santoso · Tower B enquiry. Owner Sara K., rule: Round robin.Import: launch-event.csv · 120 rows. 15 already in the CRM, 105 new: Source · Tower B launch. Owner 6 agents, rule: Round robin.WhatsApp: 012-345 6789. Existing contact: Logistics firm · fleet account. Owner Rina A., rule: Account owner.Web form: 60123456789. Same number as a WhatsApp chat, merged: Logistics firm · fleet account. Owner Rina A., rule: Account owner.Lead ad: 019 887 2210. New contact: Transport company · Johor Bahru. Owner Daniel T., rule: Territory · Johor.Import: fleet-expo.csv · 64 rows. 9 already in the CRM, 55 new: Source · Fleet expo. Owner 4 advisors, rule: Territory.
02 · Converse✦ AI
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. Messages after the 24-hour window go out as templates, which Meta charges per message (current rates for Singapore and Malaysia).
The official WhatsApp Business Platform with several numbers and agents, not reps’ personal phones
Gmail, Microsoft 365 or any IMAP mailbox in the same inbox
Threads linked to the customer and the deal, with transfers and internal notes
Approved templates for messages after WhatsApp’s 24-hour service window
Photos, PDFs, locations and voice notes kept on the thread
✦ Optional AI
Conversation summariesEach WhatsApp or email thread is summarised on the deal: what the customer wants, what was agreed and what is still open.
Deal fields from the chatQuantities, dates, budgets and competitors mentioned are proposed as deal updates, and the rep accepts each one with a click.
Reply drafts with live dataDrafts in the customer’s language and tone, with prices, stock and order status read from the ERP. An agent checks and sends.
Messages sorted and routedNew leads, repeat orders, payment confirmations, complaints and price questions are tagged and sent to the right person or queue.
WhatsApp assistant with handoverOff by default. Answers questions about your own products, stock and orders, says it’s automated, and hands anything uncertain to a person.
Reply coaching, opt-inOnly if you ask for it and reps are told: suggestions on their own replies. Never used to assess or rank people.
Shared inboxWhatsApp · Email · 3 agents
Supermarket chainDEAL · 120 CASES
✦ SUMMARYRepeat order for Tampines: 120 cases as last month, delivery on Friday. Quotation with 2 chiller displays promised today.
Assigned to Rina A. · account owner
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.
✦ SUGGESTED FOR THE DEAL · ACCEPT EACH ONE
Reply to Supermarket…
✦ DRAFT · STOCK AND PRICES FROM THE ERPHi, confirming 120 cases for Tampines, delivery this Friday. All in stock at WH-A. The quotation with the 2 chiller displays follows shortly.Rina A. checks and sends
WhatsApp service window · 23 h left
CaféDEAL · 25 CASES
SUBJECTRe: New menu samples
✦ SUMMARYAsks for prices on 25 cases each of calamansi and lychee, after the samples went well.
Mei Ling · café ownerThanks for the samples. The calamansi and lychee drinks went well with our customers. Could you send prices for 25 cases of each?
INTERNAL NOTE · Wei L.@Rina tier C prices apply here, same as the minimart.
Reply to Café…
Reply goes out by email
Convenience storeDEAL · 90 CASES
✦ SUMMARYPayment confirmation with a transfer screenshot. Sent to the finance queue.
Transfer done for last week’s invoice.
PayNow · SUCCESSFULS$2,180.0012 Oct · 09:14
Sara K.Thank you, passing it to finance to confirm.
Reply to Convenience…
WhatsApp service window · 20 h left
Company buyerDEAL · UNIT 12-05
✦ SUMMARYWants to view unit 12-05 this weekend; viewing set for Saturday 10:30. Asked for the payment plan.
Assigned to Rina A. · account owner
Hi, unit 12-05 masih available? We want to view it this weekend.
Rina A.Yes, still available. Saturday 10:30 at the show unit works for us.
Ok. Can send the payment plan also?
✦ SUGGESTED FOR THE DEAL · ACCEPT EACH ONE
Reply to Company…
✦ DRAFT · PLAN FROM THE TOWER B PRICE LISTHere is the payment plan for 12-05: the booking fee, then 36 monthly instalments. See you on Saturday at 10:30 at the show unit.Rina A. checks and sends
WhatsApp service window · 22 h left
Trading firmDEAL · SHOPHOUSE
SUBJECTRe: Shophouse floor plan
✦ SUMMARYAsks for the corner shophouse floor plan and the handover date.
Andrew Wong · trading firmCould you send the floor plan for the corner shophouse and confirm the handover date?
INTERNAL NOTE · Rina A.@Sara the handover date is in the phase 2 schedule.
Reply to Trading…
Reply goes out by email
Ms. HartonoDEAL · 3BR · TOWER B
✦ SUMMARYBooking fee transfer screenshot. Sent to the finance queue.
Sudah transfer booking fee ya.
Bank transfer · SUCCESSFULRp 50.000.00012 Oct · 11:02
Wei L.Terima kasih, Bu. Finance will confirm today.
Reply to Ms.…
WhatsApp service window · 19 h left
Logistics firmDEAL · 8 VANS
✦ SUMMARYWants 8 vans with a 24-month service package, revised quotation due this afternoon. Asked for a test drive on Thursday.
Assigned to Rina A. · account owner
Morning. For the 8 vans, boleh include the service package for 2 years?
Rina A.Yes, a 24-month service package is included. Revised quotation coming this afternoon.
Great. Test drive Thursday ok?
✦ SUGGESTED FOR THE DEAL · ACCEPT EACH ONE
Reply to Logistics…
✦ DRAFT · STOCK FROM THE ERPThursday at 10:00 works for the test drive. 11 vans are in stock at the Shah Alam yard, and the revised quotation follows today.Rina A. checks and sends
WhatsApp service window · 23 h left
Tour operatorDEAL · 3 MINIBUSES
SUBJECTRe: Fleet proposal
✦ SUMMARYAsks for a trade-in value for three old minibuses in the fleet proposal.
Faizal · tour operatorCan the proposal include a trade-in value for our three old minibuses?
INTERNAL NOTE · Rina A.@Daniel can you book the trade-in inspection this week?
Reply to Tour…
Reply goes out by email
Car rental firmDEAL · 12 SUVS
✦ SUMMARYDeposit screenshot for 12 SUVs. Sent to the finance queue.
Deposit paid for the 12 SUVs.
DuitNow · SUCCESSFULRM 60,000.0012 Oct · 15:40
Sara K.Thanks, finance will confirm and send the receipt.
Reply to Car…
WhatsApp service window · 21 h left
03 · Visit✦ AI
Built for sales in the field.
Reps get each customer’s history, the day’s visit plan, targets and activity logging in a field sales app. The report is filled in at the visit, so there’s no end-of-day paperwork.
iOS and Android app that works on a weak signal and syncs when it’s back
Day plan with each customer’s history, open orders and invoices
GPS check-in and check-out with a photo, and fake-GPS detection
Visit forms per industry: shelf audits, site tours, test drives
Targets and progress for every rep
✦ Optional AI
Visit notes into reportsTyped or dictated notes become a report in your visit form, with next steps and dated tasks for the rep to confirm.
Visit briefsBefore each visit, a short brief from the customer’s recent orders, open invoices and last conversation, with links to each.
Answers from your catalogueQuestions on specs, packages or policies are answered from your own catalogue with the page quoted, or “not found”.
TODAY · TUE 13 OCT4 outlet visits
Target October72%
09:00MinimartDone · order placed
10:30Supermarket chainNow · shelf audit
✦ BRIEFLast order 120 cases on 15 Sep. INV-3351 paid. Asked about chiller displays.
13:00CaféNew menu samples
15:30Hotel groupContract renewal
Check in
CHECK IN · 10:32Supermarket chainTampines outlet
GPS · 18 m from the outlet
Mock location · not detected
Shelf photo · attached
Checked in
VISIT FORMShelf auditSupermarket chain
✦ FILLED FROM YOUR NOTES · CHECK BEFORE SAVING“shelf ok, lychee + calamansi out, wants chiller x2, quote today”
Facings
12
Out of stock
2 SKUs
Chiller display
2 requested
Next step
Quote today
Save report
VISIT DONESupermarket chainChecked out 11:05 · 33 min
Report saved offline, synced 11:06
Activity logged on the deal
TASK CREATEDSend quotation · due today
Visits today2 of 4
Next · Café · 13:00
TODAY · TUE 13 OCT4 site tours
Target October72%
09:00Tan familyDone · booking form
10:30Company buyerNow · show unit 12-05
✦ BRIEFEnquired through a lead ad. Asked for the payment plan. Company purchase: documents needed.
13:00Trading firmFloor plan review
15:30Ms. HartonoPayment plan call
Check in
CHECK IN · 10:32Company buyerShow unit 12-05
GPS · 12 m from the show unit
Mock location · not detected
Viewing photo · attached
Checked in
VISIT FORMSite tourCompany buyer
✦ FILLED FROM YOUR NOTES · CHECK BEFORE SAVING“liked 12-05, high floor ok, needs payment plan + company docs, follow up today”
Unit shown
12-05
Interest
High
Questions
Payment plan
Next step
Plan today
Save report
VISIT DONECompany buyerChecked out 11:20 · 50 min
Report saved offline, synced 11:06
Activity logged on the deal
TASK CREATEDSend payment plan · due today
Visits today2 of 4
Next · Trading firm · 13:00
TODAY · TUE 13 OCT4 fleet visits
Target October72%
09:00Courier companyDone · spec sheet sent
10:30Logistics firmNow · test drive
✦ BRIEFQuoted 8 vans last week. Wants a 24-month service package. Runs 12 vans today.
13:00Construction firmTrade-in valuation
15:30Tour operatorFleet proposal
Check in
CHECK IN · 10:32Logistics firmShah Alam depot
GPS · 25 m from the depot
Mock location · not detected
Odometer photo · attached
Checked in
VISIT FORMTest driveLogistics firm
✦ FILLED FROM YOUR NOTES · CHECK BEFORE SAVING“drove the 2.5 van 12km, happy w payload, wants 24m service, revised quote today”
Model
Van 2.5
Distance
12 km
Feedback
Payload ok
Next step
Revised quote
Save report
VISIT DONELogistics firmChecked out 11:15 · 45 min
Report saved offline, synced 11:06
Activity logged on the deal
TASK CREATEDSend revised quotation · due today
Visits today2 of 4
Next · Construction firm · 13:00
ONE VISIT, FOUR STEPS
The day’s visits, with each customer’s orders, invoices and last conversation.GPS and a photo confirm the visit. A faked location is flagged.Shelf audit, site tour or test drive: the form your industry uses.The report syncs, even after a dead zone, and next steps become tasks.
Step 1 of 4, Plan: The day’s visits, with each customer’s orders, invoices and last conversation.Step 2 of 4, Check in: GPS and a photo confirm the visit. A faked location is flagged.Step 3 of 4, Visit form: Shelf audit, site tour or test drive: the form your industry uses.Step 4 of 4, Check out: The report syncs, even after a dead zone, and next steps become tasks.
04 · Close✦ AI
One pipeline, start to close.
Every deal moves through the stages your industry uses, with its activities, tasks and reminders, so managers read the pipeline instead of chasing updates.
Stages per industry, from templates for distribution, property and automotive
Activities, tasks and reminders on every deal
Funnel by stage, rep and period, with conversion and deal age
Activity per rep, from visits, calls and messages
A reason recorded for every lost deal
✦ Optional AI
Pipeline digest for managersRules find deals with no next step or stuck too long. AI writes each manager a weekly digest with links to the deals.
Ask CRMAsk “which outlets in Tampines haven’t ordered in 30 days?” and get the list, with the filters used and links to records.
Follow-ups for quiet quotationsQuotations with no reply after the days you set get a follow-up draft in the customer’s language, for the rep to send.
Win and loss patternsReasons deals are lost, such as price, stock or response time, read from conversations and grouped across the team, never per person.
Repeat order signalsFor distributors: a statistical model lists customers likely to order this week, and AI writes why from their order history.
Pipeline reportQ4 · all reps
128leads
WhatsApp brought 46% of them, web forms 31% and lead ads 23%.
64visits50% of leads
Visited 3 days after the first message, on average.
31quotations48% of visits
Usually sent the day after the visit.
14won45% of quotations
The 17 lost deals, by the reason the rep recorded:
Price7
Out of stock4
Competitor4
No reply2
210enquiries
Lead ads brought 58% of them, WhatsApp 27% and web forms 15%.
86viewings41% of enquiries
Held 6 days after the first contact, on average.
24bookings28% of viewings
Booking forms go out 4 days after the viewing, on average.
11signed46% of bookings
The 13 lost deals, by the reason the agent recorded:
Financing5
Price4
Other project3
No reply1
96leads
Click-to-WhatsApp ads brought 52% of them, web forms 30% and event lists 18%.
52test drives54% of leads
Taken 5 days after the first contact, on average.
27quotations52% of test drives
Sent 2 days after the test drive, on average.
12won44% of quotations
The 15 lost deals, by the reason the advisor recorded:
Price6
Delivery time4
Trade-in value3
No reply2
✦ MONDAY DIGEST · FOR THE SALES MANAGER
5 deals have no next step
3 quotations unanswered for 7 days
The provision shop is past its usual 2-week order cycle
✦ ASK CRM“Which outlets in Tampines haven’t ordered in 30 days?”4 outlets · filters: Tampines, last order over 30 days ago
Rules find the deals. AI writes them up, with a link to each.
✦ MONDAY DIGEST · FOR THE SALES MANAGER
6 viewings with no follow-up
4 bookings waiting for documents
2 deals at Booking for 21 days
✦ ASK CRM“Which viewings this month have no booking yet?”9 contacts · filters: viewed in October, no booking form
Rules find the deals. AI writes them up, with a link to each.
✦ MONDAY DIGEST · FOR THE SALES MANAGER
3 test drives with no quotation
2 quotations unanswered for 7 days
7 service packages end this quarter
✦ ASK CRM“Which fleet customers have a service package ending this quarter?”7 customers · filters: fleet, package ends by 31 Dec
Rules find the deals. AI writes them up, with a link to each.
05 · Sync✦ AI
In sync with your ERP.
The CRM connects to your enterprise resource planning (ERP) system and other systems, so customers, prices, stock, orders and invoices are the same in the CRM and the ERP. Quotations use the ERP’s prices and stock, and an order goes through once the credit limit is checked.
Customers, price lists, stock, sales orders, invoices and receivables kept in step with the ERP
Quotations priced from the ERP, with live stock
Credit limit checked before an order is confirmed
Won deals become sales orders without re-typing
Other systems connected through the API
✦ Optional AI
Quotation drafts from the chatWhat was agreed in a chat becomes a quotation draft with ERP prices, stock and credit checked. Larger discounts go for approval.
Repeat orders into sales order drafts“Same as last month” in a chat becomes a sales order draft from the last order, checked for stock and credit by the ERP.
Connect your AI assistantThe AI assistant your team already uses reads CRM records and prepares drafts, with each person’s own permissions.
CRM and ERPIn sync
CRM
ERP
APIOther systems you run connect the same way
CUSTOMERS · Both waysSupermarket chainOne record in both systems: 18 outlets, credit terms of 30 days.Synced 2 min ago
PRICE LISTS · ERP → CRMPrice list B · 214 itemsThe prices this chain pays, used in every quotation.Synced 5 min ago
STOCK · ERP → CRMBeverage assortment · 1,240 casesLive stock at WH-A, shown before a rep quotes.Synced 1 min ago
SALES ORDERS · CRM → ERPSO-2207 · 120 casesCreated from QT-0412 once the credit limit check passed.Sent just now
INVOICES & PAYMENTS · ERP → CRMINV-3412 · S$3,204.60Due 13 Nov. Shown in the portal, payment status back in the CRM.Synced 3 min ago
CUSTOMERS · Both waysCompany buyerCompany buyer with documents on file, one record in both systems.Synced 2 min ago
PRICE LISTS · ERP → CRMTower B price list · 140 unitsUnit prices and instalment plans, used in every booking form.Synced 6 min ago
STOCK · ERP → CRMTower B availability · 18 unitsWhich units are still open, shown before an agent offers one.Synced 1 min ago
SALES ORDERS · CRM → ERPBooking SO-0931 · unit 12-05Created from BK-0127 once the booking form was signed.Sent just now
INVOICES & PAYMENTS · ERP → CRMINV-2201 · Rp 50.000.000Booking fee. Shown in the portal, payment status back in the CRM.Synced 3 min ago
CUSTOMERS · Both waysLogistics firmFleet account, credit terms 45 days, one record in both systems.Synced 2 min ago
PRICE LISTS · ERP → CRMFleet price list 2026Vans, pick-ups and service packages, used in every quotation.Synced 4 min ago
STOCK · ERP → CRMDelivery van 2.5 · 11 unitsLive stock at the Shah Alam yard, shown before an advisor quotes.Synced 1 min ago
SALES ORDERS · CRM → ERPSO-1904 · 8 vansCreated from QT-0388 once the credit limit check passed.Sent just now
INVOICES & PAYMENTS · ERP → CRMINV-5120 · RM 48,000.00Deposit. Shown in the portal, payment status back in the CRM.Synced 3 min ago
✦ QUOTATION DRAFT FROM THE CHAT
Beverage assortment
120 cases
Chiller display
2 units
Prices from price list B
In stock at WH-A
Within credit limit
Draft QT-0412 · Rina A. reviews and sends
✦ QUOTATION DRAFT FROM THE CHAT
Unit 12-05 · Tower B
3 bedroom
Instalment plan
36 months
Price from the Tower B list
Unit still available
Documents complete
Draft BK-0127 · Rina A. reviews and sends
✦ QUOTATION DRAFT FROM THE CHAT
Delivery van 2.5
8 units
Service package
24 months
Fleet prices from the ERP
11 in stock
Discount above the rep’s limit: sent for approval
Draft QT-0388 · waiting for the sales manager
06 · Get paid✦ AI
Customer portal and online payment.
Customers see their orders, invoices and statements in a self-service portal and pay online with the methods they already use. Payments made in the portal land on the invoice in the ERP.
A portal with each customer’s orders, invoices and statements
Online payment by card, bank transfer or QR: PayNow, DuitNow, QRIS
Payments recorded against the invoice in the ERP
Receipts sent once a payment is confirmed
After-sales requests raised in the portal and kept on the customer record
✦ Optional AI
Transfer proofs matched to invoicesBank transfer and QR screenshots sent on WhatsApp are read and matched to the open invoice. Finance confirms against the bank statement.
Payment reminder draftsReminders for overdue invoices are drafted in the customer’s language from receivables ageing, and sent by your team.
After-sales requests sortedRequests from the portal or WhatsApp are tagged by product and problem and routed to the right team, with similar past cases linked.
QUOTE TO CASH
Customer portal · Supermarket chain Company buyer Logistics firm
OrdersInvoicesStatement
QT-0412AWAITING YOU
120 cases + display
Beverage assortment
120 cases
Chiller display
2 units, on loan
Total incl. GST
S$3,204.60
SO-2207CONFIRMED
Delivery on Friday
Tampines outlet
Fri 16 Oct, 9–12
Status
Picking at WH-A
INV-3412DUE 13 NOV
S$3,204.60
Beverage assortment
120 cases
Chiller display
2 units
PAY WITHPayNowCard
INV-3412PAID
Paid by PayNow
Receipt
Sent to accounts
ERP
Invoice marked paid
BK-0127AWAITING YOU
Unit 12-05 booking
Tower B · 3 bedroom
12th floor
Instalment plan
36 months
Booking fee
Rp 50.000.000
SO-0931CONFIRMED
Unit 12-05 reserved
Reserved for
Company buyer
Next
Booking fee invoice
INV-2201DUE 19 OCT
Rp 50.000.000
Booking fee
Unit 12-05
Then
36 instalments
PAY WITHQRISVirtual account
INV-2201PAID
Paid by virtual account
Receipt
Sent to the buyer
ERP
Invoice marked paid
QT-0388AWAITING YOU
8 vans + service
Delivery van 2.5
8 units
Service package
24 months
Deposit
RM 48,000.00
SO-1904CONFIRMED
8 vans allocated
Yard
Shah Alam
Handover
In 3 weeks
INV-5120DUE 26 OCT
RM 48,000.00
Deposit
8 delivery vans
Balance
On handover
PAY WITHDuitNowFPX
INV-5120PAID
Paid by FPX
Receipt
Sent to accounts
ERP
Invoice marked paid
After-sales requests are raised here too, and stay on the customer record.
✦ FOR FINANCE · A TRANSFER PROOF SENT ON WHATSAPP
PayNowS$2,180.00Ref INV-3398
Matches INV-3398 · Convenience storeAmount and reference agree
A draft receipt waits for finance, who confirm it against the bank statement.
✦ FOR FINANCE · A TRANSFER PROOF SENT ON WHATSAPP
Bank transferRp 50.000.000From: Hartono
Matches INV-2196 · Ms. HartonoAmount and sender agree
A draft receipt waits for finance, who confirm it against the bank statement.
✦ FOR FINANCE · A TRANSFER PROOF SENT ON WHATSAPP
DuitNowRM 60,000.00Ref INV-5107
Matches INV-5107 · Car rental firmAmount and reference agree
A draft receipt waits for finance, who confirm it against the bank statement.
Example
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, same code as the cloud
Data stays inside your network
AI runs through your own cloud account, or stays off
Yes. The CRM connects to the official WhatsApp Business Platform, so customer messages land in one shared inbox next to email, linked to the customer record and the deal they belong to. Reps’ personal WhatsApp numbers can’t be connected: the inbox needs a business number. Messages after the 24-hour service window go out as templates, which Meta charges per message.
Is there a mobile app for field sales?
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Yes. Reps get an iOS and Android app with the day’s visit plan, each customer’s history and open orders, GPS check-in and check-out, and visit forms filled in at the visit. It works on a weak signal and syncs when it’s back.
Can we use the CRM before it’s customised?
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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.
How long until we can use the CRM?
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The standard CRM can be ready within a week. Customising it to your workflow takes longer, and we plan that once your team has used the standard flow.
Can the CRM run on our own servers?
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Yes. Every system runs on our managed cloud or on-premise on your own servers, whichever your security policy and IT setup call for. The code is the same in both.
Who will we talk to?
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The technical lead who does the work, with a domain specialist who has done this kind of work before. We reply within 24 hours and sign an NDA on request.
Do we own the customisations?
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Yes. You own 100% of the source code. Custom work is handed over with the code, documentation and admin access, the same as every project we build.
Are the AI features in the CRM optional?
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Yes. Each AI feature is switched on per company and can be turned off at any time, and every workflow still works by hand. AI prepares drafts, your team approves them. On-premise, AI runs through your own cloud account or stays off.
Can the CRM connect to an ERP we already run?
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Yes. The CRM runs on its own and connects to the ERP you already use, or to ours. Which records pass between them is set when we customise it.
