Solutions  /  Sales Force Automation

Automate your sales. Close more deals.

Lead management, pipeline tracking, CRM and sales forecasting — all in one powerful system. Automate follow-ups, track every deal and empower your team to close faster.

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Lead & pipeline management Mobile CRM & order capture Sales forecasting & analytics
40% More deal closures
2x Faster follow-up
30% Less admin time
Sales Pipeline RM 248K
Lead
Qualified
Proposal
Won
Enterprise CRM Upgrade
TechCorp Sdn Bhd
RM 85K
Sales Automation Suite
Global Retail Group
RM 62K
Field Sales Mobile App
Mega Distribution
RM 45K
CRM Implementation
Premium Holdings
RM 56K
Deal won · RM 24,800
Follow-up · 3 leads
Deal closed · RM 12,500 · Kuala Lumpur New lead · ABC Trading · Penang Follow-up completed · XYZ Sdn Bhd · Johor Bahru Deal closed · RM 8,200 · Petaling Jaya New lead · Mega Holdings · Kuching Meeting scheduled · TechCorp · Kota Kinabalu Deal closed · RM 31,000 · Shah Alam New lead · Sunrise Retail · Malacca Deal closed · RM 12,500 · Kuala Lumpur New lead · ABC Trading · Penang Follow-up completed · XYZ Sdn Bhd · Johor Bahru Deal closed · RM 8,200 · Petaling Jaya New lead · Mega Holdings · Kuching Meeting scheduled · TechCorp · Kota Kinabalu Deal closed · RM 31,000 · Shah Alam New lead · Sunrise Retail · Malacca
Built for every sales team
Field Sales B2B Sales Retail & Wholesale Real Estate Insurance & Finance FMCG Distribution

Lead & pipeline management

Capture leads from every channel and track them through your sales pipeline. See exactly where every deal stands, what needs attention next, and forecast revenue with confidence.

  • Multi-channel lead capture
  • Visual pipeline & stage tracking
  • Automated lead scoring & routing
  • Revenue forecasting & reports
Pipeline Overview 12 DEALS
New
Contacted
Negotiation
Closed
ERP System Upgrade
Manufacturing Co
RM 120K
CRM Implementation
Services Group
RM 45K
Sales Automation
Retail Chain
RM 28K

Mobile CRM & order capture

Your sales team carries the full CRM in their pocket. Access customer history, capture orders on the spot, log visits and update deal status — all from a smartphone, even offline.

  • Customer profiles & history
  • Mobile order entry & quotes
  • Visit check-in & GPS tracking
  • Offline mode with auto-sync
Customers 24 active
AT
Ahmad Trading
Hot lead · Proposal sent
RM 45K
SB
Siti Boutique
Customer · Order today
RM 12K
MR
Mega Retail
Qualified · Follow up
RM 80K

Appointments & automated follow-ups

Never miss a meeting or a follow-up again. Schedule appointments, set reminders and automate follow-up sequences so every lead gets the right touch at the right time — without manual work.

  • Calendar integration & scheduling
  • Automated reminder notifications
  • Follow-up sequence templates
  • Task assignment & escalation
Today · 15 Aug 4 MEETINGS
09:00
Client visit · TechCorp
Kota Damansara · 30 min
Reminder set
11:30
Follow-up call · ABC Trading
Phone · 15 min
Auto follow-up
14:00
Proposal review · Mega Holdings
Zoom · 45 min
16:30
Team pipeline review
Office · 1 hour

Sales analytics & forecasting

Turn sales data into actionable insight. Track team performance, monitor targets, identify trends and forecast future revenue with dashboards that update in real time — no spreadsheets required.

  • Real-time sales dashboards
  • Team & individual performance
  • Target tracking & attainment
  • Revenue forecasting & trends
Sales Performance AUG 2026
Monthly target RM 186K / RM 250K
W1W2W3W4W5W6W7
Top performers
1 Ahmad K. RM 62K
2 Siti N. RM 54K
3 Raj P. RM 41K
40%
More deal closures
2x
Faster follow-up response
30%
Less admin time
24/7
Real-time data sync
Everything built in

A complete sales automation toolkit

From lead capture to closing — every feature your sales team needs to work smarter and close faster, no expensive add-ons required.

Lead capture & scoring

Capture leads from web, email, social and events. Auto-score and route to the right rep instantly.

Pipeline management

Visual drag-and-drop pipeline with custom stages. See every deal's status and next action at a glance.

Mobile CRM

Full CRM in your pocket — customer history, orders, quotes and visit logging, even offline.

Order & quote processing

Create quotes, convert to orders and send to the office instantly. Track status from creation to delivery.

Appointment scheduling

Calendar integration, meeting scheduling and automated reminders so no appointment ever slips through.

Reporting & forecasting

Real-time dashboards, team leaderboards, target tracking and revenue forecasting — data-driven decisions.

Get started in days

From setup to closing more deals

A straightforward onboarding process designed for sales teams — we handle the setup so your team can start selling from day one.

1

Capture & qualify

We set up your lead capture channels, import existing customers and configure your pipeline stages. Every lead is scored and routed to the right rep automatically.

2

Automate & engage

Your team uses the mobile CRM to manage deals, capture orders and schedule meetings. Automated follow-ups and reminders ensure no lead goes cold.

3

Close & grow

Track performance with real-time dashboards, forecast revenue accurately and continuously optimize your sales process to close more deals, faster.

Ready to automate your sales force?

Talk to our team about rolling out Sales Force Automation for your team.

Free demo · No obligation · Setup in as little as 5 days

Get a demo
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