CRM Software Malaysia
CRM Software Malaysia for SME Sales Teams
Manage leads, customers, follow-ups, quotations, sales pipeline, complaints, files and performance in one CRM system — connected with our inventory management system, e-Invoice software, workflow automation and delivery.
The Problem
Why SMEs lose sales to poor customer management
Many SMEs depend on individual salespeople to remember everything. As leads and customers increase, this becomes impossible to manage reliably.
CRM Features
RocketBoard CRM features
Lead Management
Capture leads from WhatsApp, Facebook, referrals, walk-ins and website forms. Assign salespeople, set stages and track progress until closing.
Sales Pipeline Tracking
See every opportunity from first contact to closing. Know which deals need attention, which are overdue and where sales are getting stuck.
Follow-Up Reminders
Schedule follow-up tasks for quotations, payments, check-ins, renewals and complaints so nothing falls through.
Customer Records
Full customer profile with contact details, sales history, files, issues, quotations, invoices and conversations in one place.
Quotation Management
Create quotations from customer profiles. Track document status and view the full document history per customer.
Customer Issue Tracking
Record complaints, assign responsibility, update progress and track resolution — no more lost issues in WhatsApp.
Salesperson Assignment
Assign leads and customers by region, segment, product or workload. Prevent duplicate follow-ups and unclear ownership.
Customer File Storage
Store signed quotations, purchase orders, invoices, agreements, photos and design files per customer.
Marketing Source Tracking
Know which channels bring leads and which convert to sales — Facebook, Google, referral, event or walk-in.
Sales Performance Reports
View leads by stage, conversion rates, revenue by salesperson, won/lost deals and customer issue reports.
CRM + Inventory
Salespeople check stock availability before confirming. Reserve items and trigger picking tasks directly from a customer order.
CRM + Finance
Create quotations from customer profiles. View invoices, outstanding payments and credit limit status in one place.
CRM Workflows
Common CRM workflows RocketBoard supports
Lead to Customer
Quotation Follow-Up
Customer Complaint
Sales to Inventory
Industry Use Cases
CRM software for different SME sales teams
Trading Companies
Manage B2B customers, quotations, stock checks, repeat orders, invoices and delivery updates.
Distribution Businesses
Track customer accounts, sales territories, order history, stock availability and delivery status.
Manufacturing SMEs
Manage customer enquiries, custom quotations, job progress, production updates and after-sales service.
Printing Companies
Manage quotation requests, design files, custom requirements, job status and customer approvals.
Service Companies
Manage leads, customer issues, service tasks, follow-ups, billing and customer history.
Project-Based Businesses
Manage enquiries, proposals, project files, communication history, tasks and milestone updates.
Related Solutions
Explore related RocketBoard solutions
ERP Software Malaysia
Connect CRM, inventory, finance, HRMS, workflow and delivery in one ERP platform.
Learn moreWorkflow Automation Malaysia
Automate tasks, approvals, department handovers, job tracking and daily business workflows.
Learn moreInventory Management System Malaysia
Track stock, warehouses, QR scanning, batches, procurement, receiving, picking and reports.
Learn moree-Invoice Software Malaysia
Manage quotations, invoices, payment tracking, e-Invoice-ready workflows and finance documents.
Learn moreBusiness Management Software Malaysia
Manage sales, stock, finance, HR, tasks, delivery and reports in one connected business system.
Learn moreFAQ
Common questions about CRM software
What is CRM software?
CRM software helps your business manage customer information, sales activities, follow-ups, quotations, communications, complaints, files and customer history from one system — instead of scattered WhatsApp chats, Excel files and individual salesperson phones.
Does RocketBoard CRM connect with inventory and finance?
Yes. RocketBoard CRM connects with inventory so salespeople can check stock availability before confirming orders. It also connects with finance so customer billing records, quotation history and payment status are visible from the customer profile.
Can I track sales performance by salesperson?
Yes. RocketBoard CRM includes performance reports so management can view leads, conversions, revenue and follow-up activity by salesperson, team or marketing source.
Can RocketBoard CRM handle customer complaints?
Yes. RocketBoard CRM includes issue and complaint tracking so your team can record customer problems, assign responsibility, update progress and track resolution without losing records in WhatsApp.
Is RocketBoard CRM suitable for B2B sales?
Yes. RocketBoard CRM is used by trading companies, distributors, manufacturers, printing companies and service businesses that manage B2B accounts, customer projects and sales teams.
CRM software Malaysia
Build a better CRM system for your sales team
Your customer relationships should not depend on scattered chats and individual memory. RocketBoard gives your sales team one connected system.