CRM
Riwayat aktivitas
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
Activities
Log aktivitas CRM: WhatsApp, Call, Meeting, Survey, Quotation Sent, dan Follow-up.
| Tipe | Aktivitas | Waktu | Owner |
|---|---|---|---|
| Pak Budi tanya kitchen set | 2026-06-01 09:15 | Sales Admin | |
| Call | Follow-up ukuran kamar Ibu Rina | 2026-06-01 10:10 | Sales Admin |
| Meeting | Diskusi kebutuhan repeat order CV Maju Jaya | 2026-05-31 14:30 | Owner |
| Survey | Survey awal kitchen set Pak Budi | 2026-06-02 11:00 | Surveyor |
| Quotation Sent | Draft penawaran bedroom Ibu Rina | 2026-06-02 15:00 | Sales Admin |
| Follow-up | Cek approval battery service BIGBOS EV | 2026-06-03 09:00 | Service Advisor |