Skip to content
Kuala Lumpur, MalaysiaMYT (+6) 03-7890 3946
EN Contact Partner portal Sign in
Front Office & Customer

Customer CRM

Track every lead from first contact to paying customer

Request a demo All modules
What it does

Customer CRM keeps the whole lead story in one place. Each enquiry records where it came from, such as a search engine or a social page, and which stage it has reached: new, qualified or opportunity. When a lead becomes a customer, the record shows who converted it and on what date. Follow-ups appear on a dashboard table that can be narrowed by date range and category.

Functions in this module

  • Lead Source Tracking
  • Lead Life Stage States
  • Lead To Customer Conversion
  • Conversion Owner And Date
  • Contact Login Accounts
  • Shared POS Login Page
  • CRM Dashboard Follow-Ups
  • Date Range And Category Filters

Where it fits across your outlets

Customer CRM sits at the front of the SenangUrus Business platform, holding leads and contact logins before a sale becomes an invoice. Contact accounts sign in through the same login page used by other users, so a branch keeps one entry point. Converted leads carry across to customer records, and follow-up work stays on the dashboard that head office and outlet teams both read.

Counter and sales staff who log enquiries, branch supervisors who work the follow-up list, and head office marketers who compare which sources bring in customers. Contact logins let named customers or partners view their own account through the same sign-in page.

Included in SenangUrus Business

  • Runs on the same database as outlet sales, stock, accounts and people records.
  • Access is granted per module and per outlet, so each location sees its own scope.
  • Delivered with implementation, data setup and training for counter and office staff.
Related modules

Often used with customer crm

Front Office & CustomerRepair & Service JobsTrack every repair from intake to collection Front Office & CustomerHotel & Front DeskRooms, rates and guest stays under one desk Back Office & PeopleAccounting & BookkeepingBranch-aware ledgers, journals and reports for multi-outlet books Back Office & PeopleSpreadsheet WorkspaceWork on sheets without leaving the platform
Questions

About the Customer CRM module

01/Is Customer CRM included in SenangUrus Business?
Yes — it is part of the SenangUrus Business module library. Your plan sets how many business accounts and logins you have; the module is switched on during implementation.
02/Does it work across several outlets?
It runs inside SenangUrus Business and shares outlet, stock, customer and account records with the rest of the edition. Access can be limited to one outlet or opened across the group, so reporting stays consistent either way.
03/What does setup involve?
Configuration of the module for your process, migration of the data it depends on, permissions per role and outlet, and training for the staff who will use it daily.
04/Can it be tailored?
Documents, approval steps, fields and reports can be configured. Where a requirement is genuinely unique, custom development is scoped separately.
Next step

See Customer CRM on one of your outlets

We will walk through the module using your own products, outlets and staff roles, so you can judge it against the way the business runs today.

Book a demo See all modules