CRM System Malaysia for WhatsApp-Heavy SME Sales Teams
Sorable builds custom CRM systems for Malaysian SMEs that manage leads, customers, quotations, invoices, follow-ups, support tickets, and sales workflows manually. Built for businesses that need practical customer management software around their real sales process.
Your leads and customers are scattered everywhere
If several of these sound familiar, a workflow audit is the right first step.
- 1Leads come from WhatsApp, phone calls, referrals, forms, and walk-ins
- 2Sales follow-ups depend on memory or manual reminders
- 3Customer information is stored in spreadsheets
- 4Quotations and invoices are disconnected from the sales pipeline
- 5Staff do not know which leads need follow-up
- 6Managers cannot see sales progress clearly
- 7Support requests are handled manually
- 8Customer history is hard to find
Before — disconnected
A CRM built around your actual sales workflow
Custom CRM as part of Sorable's wider ERP and operations software.
Sorable designs and builds custom CRM systems based on how your team actually sells. Your CRM can include lead capture, customer database, WhatsApp follow-up tracking, quotation workflow, invoice tracking, sales pipeline, support tickets, customer portal, reporting dashboard, and integrations.
We do not sell generic CRM subscriptions or position as a Salesforce or HubSpot replacement.
CRM modules we can build
Start with lead tracking and follow-ups—expand into quotations, invoices, and support.
Built for WhatsApp-based sales teams
Many Malaysian SMEs manage sales through WhatsApp, phone calls, referrals, and manual follow-ups. Sorable can build a CRM workflow that helps your team track enquiries, assign leads, record customer notes, schedule follow-ups, manage quotations, and monitor sales status.
Example workflow
- 1.New enquiry
- 2.Lead created
- 3.Assigned to salesperson
- 4.Follow-up reminder
- 5.Quotation sent
- 6.Invoice issued
- 7.Customer record updated
Connect your sales pipeline to quotation and invoice workflows
Your CRM can connect customer records with quotations, sales orders, invoices, delivery orders, payment status, and e-invoice workflows. This reduces repeated data entry and gives management better visibility into sales activity.
Sales order
DO-2841
E-invoice
MyInvois
Add customer support and ticket tracking
For service businesses, the CRM can include support tickets, customer requests, service history, document uploads, internal notes, and staff assignment.
See your sales activity clearly
- ✓New leads
- ✓Open opportunities
- ✓Follow-ups due
- ✓Quotations sent
- ✓Won / lost deals
- ✓Monthly sales value
- ✓Salesperson performance
- ✓Support tickets
- ✓Customer activity
Stock
1,248
Orders
86
Pending DO
14
CRM system pricing
Indicative bands for custom CRM builds. Final quote follows workflow audit.
CRM Workflow System
RM8,000 – RM25,000 setup
RM500 – RM1,500/month
For SMEs that need lead tracking, customer database, follow-up reminders, quotation workflow, and basic reporting.
Sales & Customer Operations System
RM25,000 – RM60,000 setup
RM1,500 – RM5,000/month
For businesses that need CRM, quotation, invoice, customer portal, support tickets, dashboard, integrations, and more advanced workflows.
Enterprise CRM / Dedicated Team
Custom setup
RM10,000 – RM100,000+/month
For larger companies that need continuous development, integrations, priority support, SLA, reporting, and a dedicated software team.
Final pricing depends on workflow complexity, number of users, modules, integrations, data migration, and support level after workflow audit.
Monthly care plan
The monthly care plan covers hosting, backups, maintenance, user support, security updates, and small improvements—so your system stays reliable after launch.
How we build your CRM
From workflow audit through launch and monthly care.
- Step 1
Workflow audit
Review how leads and customers are handled today.
- Step 2
Sales process mapping
Map enquiry → follow-up → quotation → invoice steps.
- Step 3
CRM module planning
Prioritise modules for MVP and later phases.
- Step 4
Proposal and scope
Clear setup fee, monthly care plan, and timeline.
- Step 5
MVP development
Core CRM workflows go live for daily use.
- Step 6
Testing and staff feedback
Real scenarios with sales and support teams.
- Step 7
Launch and training
Role-based training and handover documentation.
- Step 8
Monthly care and improvements
Support, fixes, and planned enhancements.
Related services
Other modules we commonly build alongside CRM.
Stock
1,248
Orders
86
Pending DO
14
ERP System Malaysia
ERP System
View service →Inventory Management System Malaysia
Inventory System
View service →Sales order
DO-2841
E-invoice
MyInvois
E-Invoice Software Malaysia
E-Invoice System
View service →Document Management System Malaysia
Document System
View service →CRM frequently asked questions
Common questions about custom ERP projects in Malaysia.
Ready to organize your leads, customers, and follow-ups?
Book a workflow audit and we will review your sales process, customer records, follow-up workflow, quotation process, and CRM requirements.