A CRM extended to the way your team sells
Leads buried in WhatsApp chats and spreadsheets mean missed follow-ups and lost sales. We already have a standard CRM base, with pipelines, customer records and follow-ups in place. We extend that base to your requirements, so the project takes less time and costs less than building the whole system from scratch.
What you get with this service
Starts from our CRM base
Pipelines, contacts, reminders and history are already built. We extend them with your fields, rules and connections, which shortens the project and keeps the cost below a from-scratch system.
Never miss a follow-up
Reminders, task lists and activity history keep every lead moving and give the whole team the same view.
Clear reporting
See pipeline value, conversion rates and team activity at a glance, without exporting to spreadsheets.
Connected to the rest of the business
Link quotes, invoices, support requests and your website enquiries so customer data lives in one place.
Everything covered in a typical project
- Our standard CRM base, extended to your requirements
- Process mapping and requirements workshop
- Lead, contact and company management
- Customisable pipelines, tasks and reminders
- Quotation and invoice links (including e-Invoice where needed)
- Email and website-form capture of new leads
- Role-based access and activity history
- Dashboards, reports and data import from spreadsheets
Common questions
Do you build the CRM from scratch?
We start from our standard CRM base and extend it to your requirements. Leads, contacts, pipelines and follow-ups are already in place, so development time and cost stay below a system built from nothing. What we add is the part that is specific to your business.
Why not just use an off-the-shelf CRM?
An off-the-shelf CRM fits a standard sales process. When your workflow, reports or links to other systems need more than that, we extend our own CRM base. You get those changes without paying to rebuild the whole product.
Can you import our existing customer data?
Yes. We clean and import data from spreadsheets or your current tools so you start with a complete customer history.
Will it work on mobile?
Yes. Our systems are built mobile-first so your team can update leads from anywhere.
Can it connect to our accounting or invoicing?
In most cases, yes. We connect through available APIs or exports, and can generate e-Invoice-ready documents when required.
Other services
Custom Software & Web Apps
Purpose-built web applications, portals and internal tools that fit your workflow instead of forcing you into someone else’s.
ERP & Business Systems
Custom modules, integrations and workflows around your ERP or accounting software: inventory, purchasing, approvals and reporting.
e-Invoice (MyInvois) Integration
Connect your invoicing, POS or ERP to Malaysia’s MyInvois system so e-Invoices are submitted and validated automatically.
Ready to talk about crm systems?
Email us a short description of what you need. We’ll come back with questions and a clear proposal.