Skip to content
Sorable

Services · CRM · Malaysia

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.

View Pricing
Lead
Quote
Won
WhatsApp enquiry
Follow-up due today
Invoice sent

Your leads and customers are scattered everywhere

  • Leads come from WhatsApp, phone calls, referrals, forms, and walk-ins
  • Sales follow-ups depend on memory or manual reminders
  • Customer information is stored in spreadsheets
  • Quotations and invoices are disconnected from the sales pipeline
  • Staff do not know which leads need follow-up
  • Managers cannot see sales progress clearly
  • Support requests are handled manually
  • Customer history is hard to find

Before — disconnected

Excel
WhatsApp
Paper
Email

A CRM built around your actual sales workflow

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.

Custom CRM is one module within Sorable's wider ERP and operations software—we do not sell generic CRM subscriptions or position as a Salesforce or HubSpot replacement.

Lead
Quote
Won
WhatsApp enquiry
Follow-up due today
Invoice sent

CRM modules we can build

Lead captureCustomer databaseSales pipelineFollow-up remindersWhatsApp contact trackingQuotation managementInvoice trackingSales order trackingCustomer notesTask assignmentSupport ticketsHelpdesk workflowDocument uploadsCustomer portalReporting dashboardRole-based accessEmail / WhatsApp integrationE-invoice workflow option
Core ERPStockWMSCRMHR

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. 1.New enquiry
  2. 2.Lead created
  3. 3.Assigned to salesperson
  4. 4.Follow-up reminder
  5. 5.Quotation sent
  6. 6.Invoice issued
  7. 7.Customer record updated
Lead
Quote
Won
WhatsApp enquiry
Follow-up due today
Invoice sent

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.

PDFContract.pdf
PDFDO proof
PDFApproval v2

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
Operations dashboardLive

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.

How we build your CRM

  1. Step 1

    Workflow audit

    Review how leads and customers are handled today.

  2. Step 2

    Sales process mapping

    Map enquiry → follow-up → quotation → invoice steps.

  3. Step 3

    CRM module planning

    Prioritise modules for MVP and later phases.

  4. Step 4

    Proposal and scope

    Clear setup fee, monthly care plan, and timeline.

  5. Step 5

    MVP development

    Core CRM workflows go live for daily use.

  6. Step 6

    Testing and staff feedback

    Real scenarios with sales and support teams.

  7. Step 7

    Launch and training

    Role-based training and handover documentation.

  8. Step 8

    Monthly care and improvements

    Support, fixes, and planned enhancements.

Related services

Frequently asked questions

No. Sorable builds custom CRM systems around your business process. It can feel like a SaaS product for your team, but the workflow, modules, and integrations are designed based on your requirements.
Lead
Quote
Won

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.