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Customer Relationship Management (CRM)

1,240

Total Customers

+12% vs last month
85

Hot Leads

Rp 12.5M

Est. Pipeline Value

From 24 Active Deals
12

Open Tickets

Avg response: 1.5 hrs

Sales Funnel Analysis

Leads (500)
100%
Qualified (320)
64%
Proposal (120)
24%
Negotiation (45)
9%
Closed Won (28)
5.6%

Win Rate: 23.3% (Qualified to Closed)

Interaction Timeline

10:30 AM
Email Sent

To: Budi (Indo Jaya Corp)

Proposal Follow-up
Yesterday
Phone Call

Incoming from: Siska (Tech Solution)

Note: Budget approved, waiting for PO.

2 days ago
Meeting Held

Product Demo: Cloud ERP Pro

High Interest

Customer Portfolio

Company / Contact Industry Account Manager Status LTV (Lifetime Value) Actions
IJ
Indo Jaya Corp

Budi Santoso (CEO)

Manufacturing

Aditya
Active
Rp 450.000.000
TS
Tech Solution Ltd

Siska Amanda (CTO)

Technology

Riana
Negotiation
Rp 120.000.000
BM
Bintang Mulia PT

Hendra (Procurement)

Retail

Aditya
Lead
Rp 0

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