CRM

Lead baru dan prospek

CRM membantu mengelola lead dari awal masuk sampai closing. WhatsApp Inbox akan menjadi tempat chat customer, lalu bisa diubah menjadi lead, customer, order, project, atau service job.

Leads

Lead baru dan prospek

Pipeline

Tahap menuju closing

Follow-up

Tugas kontak ulang

Activities

Riwayat aktivitas

WhatsApp Inbox

Chat masuk dari customer

Customers

Kontak siap transaksi

Leads

Prospek masuk dari WhatsApp, referral, dan channel lain.

LeadKebutuhanSumberNilaiOwnerStatus

Pak Budi

0813-2200-4421

Interested in kitchen setWhatsAppRp45.000.000Sales AdminQualified

Ibu Rina

0812-7788-6601

Asking about interior bedroomWhatsAppRp28.000.000Sales AdminContacted

BIGBOS EV customer

0274-881-220

Service battery issueWhatsAppRp7.500.000Service AdvisorProposal Sent

CV Maju Jaya

0274-881-231

Repeat order HPL dan aksesorisReferralRp18.500.000Sales AdminNegotiation

Detail Lead

Pak Budi

Interested in kitchen set

Qualified

Telepon

0813-2200-4421

Sumber

WhatsApp

Nilai peluang

Rp45.000.000

Owner

Sales Admin

Alur sederhana

Urutannya: Lead masuk, jadikan Customer, buat Penawaran kalau perlu, lalu Sales Order atau langsung Sales Invoice.

Lead

Customer

Penawaran

Sales Order

Opsional

Invoice

History Lead

1 aktivitas

Lead masuk CRM

Interested in kitchen set. Owner: Sales Admin.

WhatsApp

2026-06-01 09:00