Leads in WhatsApp. Follow-ups in spreadsheets. Customer requests waiting for someone to act. Bring the work together with a clear owner, a next action and a due date.
For individual agencies and team leaders—not a replacement for your principal company's systems.
This is a workflow illustration, not a screenshot of an existing application.
When the next step lives in someone's memory, the agency leader becomes the reminder system. Start with the workflows that cause the most chasing.
A lead arrives in a chat, moves to a spreadsheet and disappears from view when the team gets busy.
One contact record, an assigned owner and a recorded next action. Keep interaction history attached to the customer rather than scattered across updates.
Opportunities sit at the same stage because the next conversation has no date or person responsible.
Stage-based pipelines, follow-up tasks and overdue reminders. Review stalled opportunities without asking everyone to reconstruct the week.
Post-sale requests stay in chat threads, with no shared view of what is open, overdue or resolved.
An assigned service queue with categories, deadlines and escalation rules. Link each request to the customer and record the resolution.
Documents and onboarding steps arrive separately. Someone has to chase every missing item.
Recruitment stages and onboarding checklists show the owner, completed steps and missing documents. This tracks preparation—not regulatory approval.
Old presentations and different instructions keep circulating because the current version is hard to find.
A versioned approved-content library and assigned lessons give members a defined place to find materials and show completion.
Records are tied to individuals, so customer history and unfinished tasks can get lost during a handover.
Role-based access, controlled reassignment and access removal. Keep the agency's shared records available to the people authorised to continue the work.
A focused starting set for customer records, follow-ups and post-sale requests. Add recruitment, learning or advanced reporting only when your workflow needs them.
Four modules: agency foundation, lead & customer management, sales pipeline & follow-up, and customer-service tracking.
First 12 months: RM28,380, including setup and 12 monthly fees. Taxes, external services and optional additions are excluded.
Request a scope discussionNo payment is collected on this page.
One branded workspace, three standard roles, private files, audit history, controlled exports and access removal.
Shared contacts, assigned ownership and interactions. One enquiry form and one clean CSV import of up to 2,000 contacts.
Two pipelines with up to eight stages each, assigned next actions, due dates and overdue reminders.
One service queue with three categories, owners, deadlines, escalation rules and recorded resolutions.
Proposed handover includes permission and reminder tests, an admin guide, one 90-minute remote administrator-training session and one configuration-review round. Record/file backup coverage and restore checks must be verified before delivery.
The required agency foundation is charged once. Each additional module adds its own setup and monthly fee; dependent modules are included automatically in the estimate.
Each optional extension covers one sector workflow and up to ten sector-specific fields. Choose the relevant extension, not all five.
Walk through how enquiries arrive, who follows up, where records live and what leaders chase. Use fictional or redacted examples—not live customer records.
Agree selected modules, permissions, capacity, development requirements, delivery availability, fees and acceptance tests in writing. Do not treat this catalogue as a confirmed delivery date.
Once implementation is authorised, verify the agreed workflows, access controls and record/file restores, train the administrator and start the hosted term from accepted go-live.
Proposed setup payment is 50% at commencement and 50% at acceptance. The proposed hosted commitment is 12 months from accepted go-live. No payment or subscription begins through this page.
Proposed monthly access covers standard hosting, agreed record/file backups, defect fixes and security maintenance within scope. Backup timing, retention and service arrangements must be documented before acceptance.
Administration support: RM1,000/month for up to four staff-hours during business hours, with no rollover. Additional administration: RM200/hour. Custom code: RM250/hour or fixed scope. These are subject to confirmed capacity; no 24/7 or guaranteed repair-time promise.
Agency data and agreed export rights stay with you. The vendor retains software intellectual property. Hosted access depends on an active subscription; source-code ownership, exclusivity and perpetual access are not included.
Taxes, external licences, messaging/email usage, large or unclean migrations and integrations are excluded. Extra named users are proposed at RM30/user/month across the agency, not per module; increased capacity must be confirmed.
There is no promised sales uplift, regulatory approval, accredited CPD, principal-system connection or money movement. Agency receipts/splits are optional and normally unnecessary when the principal pays members directly.
Request a discovery call around one bottleneck. We can use that workflow to define the right starting scope—not sell every module at once.
This is an enquiry, not a booking or order. Submitting does not confirm a call time, product availability or delivery commitment.
Sales Solution proposes shared customer records, assigned follow-ups and a service queue with owners, next actions and due dates. The recommended scope is RM15,300 setup plus RM1,090 per month, subject to availability and written scope confirmation.