Custom CRM
A CRM that collects leads from every channel, generates quotations and runs WhatsApp follow-ups.
Discuss your workflow- Custom Lead Capture & Webhook API
- Mall & Event Roadshow Form Module
- Direct WhatsApp Messaging Integration
- Custom Data Fields for Any Industry
Sound familiar?
When a standard CRM does not fit how you sell
Lost Leads Across Channels
Leads from landing pages, social media campaigns and website forms can become scattered across different tools, increasing the risk of missed follow-ups.
Generic CRM Forms and Data Fields
Standard CRM fields may not capture industry-specific requirements such as booth dimensions, travel dates or technical equipment specifications.
Slow Quotation Response Time
Delays in calculating custom prices and preparing quotations can cause prospective customers to choose faster competitors.
Delayed Follow-Up on Roadshow Leads
Paper forms collected at roadshows and exhibitions require manual data entry, which can delay follow-ups and increase the risk of losing leads.
Unstructured WhatsApp Conversations
When sales representatives communicate through personal WhatsApp accounts, managers have limited visibility into conversation history and follow-up status.
Limited Visibility into Lead Quality
Without consolidated reporting, management cannot easily identify which marketing channels generate qualified enquiries and successful conversions.
Clear skies ahead
CRM features for capturing leads and closing sales
Custom Lead Capture & Webhook API
Connect landing pages, online questionnaire forms, and third-party ad platforms via API webhooks to collect leads in real time.
Mall & Event Roadshow Form Module
Use tablet-friendly digital forms and QR codes to collect visitor contact details during roadshows and exhibitions.
Direct WhatsApp Messaging Integration
Send welcome messages, scheduled follow-up reminders and quotation links through WhatsApp Business.
Custom Data Fields for Any Industry
Configure tailored form fields and data categories to record specific customer needs according to your unique business model.
Event Contractor Booth Tracker Use Case
Record booth numbers, floor areas, height restrictions, electrical requirements and setup dates for exhibition clients.
Travel Agency Package Record Use Case
Record travel dates, group sizes, destinations, flight preferences and customer budgets.
Renovation & Interior Design Use Case
Track floor-plan uploads, renovation budgets, handover dates and preferred design concepts for prospective clients.
B2B Machinery & Equipment Sales Use Case
Capture equipment model numbers, technical specifications, warranty terms, and site installation requirements for corporate buyers.
Automated PDF Quotation Generator
Generate branded quotation PDFs using captured customer requirements, itemised pricing and payment terms.
Sales Channel & Lead Quality Analytics
Track pipeline stages, monitor sales-team performance and identify which marketing campaigns generate the highest conversion rates.
Try it yourself
Move a lead along
Tap a lead to move it to the next stage. Leads from every channel land in one list, so none are left waiting.
Your flight plan
Simple steps from lead capture to closing sales.
- 1
Capture Leads from All Channels
The system collects incoming enquiries from landing pages, event forms and webhook-enabled services.
- 2
Record Industry-Specific Details
Sales representatives record relevant requirements such as booth dimensions, travel group sizes, floor plans or equipment specifications.
- 3
Generate a Quotation and Send It via WhatsApp
The system generates a quotation PDF and allows staff to share it with the prospective customer through WhatsApp.
- 4
Follow Up and Analyse Lead Quality
Track follow-up status, schedule reminders and review conversion reports by marketing channel.
A closer look at the process
Leads entered for you, quotes in one click, follow-up on WhatsApp
Automated Webhook Integration
API webhooks transfer lead data from landing pages, Typeform and Facebook ads directly into the CRM, reducing manual data entry.
Direct WhatsApp Engagement
Send greeting messages, follow-up reminders and quotation files through WhatsApp Business.
Worth a detour
Explore key software capabilities
Webhook API Lead Collector
API connector for online lead generation forms.
Best forEvent Roadshow Tablet Form
Mobile digital form for mall booths and exhibitions.
Best forWhatsApp Business Integration
WhatsApp messaging module integrated with CRM profiles.
Best forCustom Industry Data Fields
Flexible database schema for industry-specific data.
Best forEvent Contractor Booth Module
Custom workflow module for exhibition booth builders.
Best forTravel Agency Package Module
Lead intake module for travel agents and tour operators.
Best forRenovation & Interior Design Sales Module
Requirement intake tool for renovation contractors.
Best forB2B Machinery Sales Module
B2B sales tracker for machinery and commercial equipment.
Best forInstant PDF Quote Generator
Automated quotation builder inside CRM lead page.
Best forLead Quality & Channel Report
Reporting dashboard for lead conversion and channel ROI.
Best for
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Where it is used
Sales teams collecting leads at roadshows
Staff key in visitor details on a tablet form at the booth, and the lead reaches the CRM immediately.
Renovation and interior design firms
Salespeople track each enquiry through to quotation and send a PDF quote in one click.
Travel agencies and machinery suppliers
Custom fields hold the details that matter in that industry, and follow-ups go out on WhatsApp.
Connect the parts of the workflow that should work together.
- Our custom CRM can integrate with WPForms, WordPress landing pages, webhook-enabled services and the WhatsApp Business API.
- Leads from advertising campaigns, event kiosks and website forms can be consolidated within one central platform, reducing manual entry and missed follow-ups.
- For LHDN e-Invoices on your bills and receipts, connect this system to our e-Invoice Integration.
