Our Solutions / Customer & Lead Management

Customer & Lead Management

Capture new opportunities, manage customer information, and build stronger customer relationships in one connected system.

See Customer & Lead Management in Action

Interactive demo

Connected Platform

How Customer & Lead Management Connects Your Operations

Teams, intelligent automation and business systems work together through one connected workflow.

Built For

Sales Teams
Supervisors
Management
Retailers / Customers

Powered By

Customer & Lead Management

Manage Opportunities and Customer Relationships

Lead GenerationCRM
Sales Agent

Integrations

Email Services
ERP / External Systems
Data Warehouse

Use Cases

How to Use Customer & Lead Management

Use Case 01Lead Discovery

AI-Powered Lead Prospecting & Enrichment

Find potential customers by location and business type, with AI enriching lead data for faster prospecting.

Real Example

A sales manager searches for supermarkets in Subang Jaya, and the system generates a list of potential businesses with their addresses, contact details, and location information.

Use Case 02360 View

Customer 360 Profile & Purchasing Insights

Bring customer profiles, purchase history, payment information, and interactions into one view for better customer engagement.

Real Example

Before meeting a customer, a sales representative reviews their order history, payment status, and previous interactions from a single customer profile.

Use Case 03Pipeline Deals

Opportunity Pipeline & AI Next-Best-Action

Track sales opportunities, manage follow-ups, and use AI recommendations to keep deals moving forward.

Real Example

The CRM identifies a high-value proposal that has been open for seven days and prompts the sales representative to follow up with the customer.

Lead Discovery360 ViewPipeline Deals

Ready to Turn More Leads into Loyal Customers?