CRM & Sales

CRM that can grow into your Business OS.

Start with leads, activities, reminders, quotes, and follow-up discipline. Expand into invoices, operations, and finance when the team is ready.

Lead to activity, quote, follow-up, opportunity risk, forecast, and operational handoff.

90-second demo flow

1Lead
2Activity
3Quote
4Follow-up
5Risk
6Forecast

Proof boundary

The wedge is deliberately simple: land with CRM, expand only when operations need more control.

Pricing

Packages for CRM & Sales.

Each card uses industry language, but the base plan and add-on logic remain consistent across TwentyCore.

Entry wedge

CRM Starter

RM149/mo

Small teams that need sales follow-up and customer discipline.

  • 5 included users
  • Leads, activities, reminders
  • Quotes and templates

CRM Pro

RM799/mo

Sales teams that need more reporting, invoicing handoff, and workflow maturity.

  • 10 included users
  • Pipeline, reports, invoices
  • More AI credits

Pain To Outcome

Buyers should see their operating pain immediately.

This page is built to sell the business outcome first. Features are proof, not the headline.

Leads and follow-ups disappear in WhatsApp, notebooks, and spreadsheets.

Quotes are not connected to customers, invoices, or operational promises.

Owners cannot see what needs follow-up today.

Modules

Relevant modules, not the whole ERP menu.

Tenants should see modules that match their industry, plan, and add-ons. Irrelevant surfaces stay hidden.

CRM — Pipeline

Open deals

24

Won (MTD)

RM 412K

Win rate

68%

Apex Chem MYRM 84,200Qualified
KL FragrancesRM 156,800Proposal
PG Asia CorpRM 42,500Negotiation

CRM & Sales

CRM

Included in the CRM & Sales buying path when the selected plan or bundle enables it.

  • Role-gated access
  • Plan-aware visibility
  • Industry-specific defaults
CRM — Pipeline

Open deals

24

Won (MTD)

RM 412K

Win rate

68%

Apex Chem MYRM 84,200Qualified
KL FragrancesRM 156,800Proposal
PG Asia CorpRM 42,500Negotiation

CRM & Sales

Quotes

Included in the CRM & Sales buying path when the selected plan or bundle enables it.

  • Role-gated access
  • Plan-aware visibility
  • Industry-specific defaults
CRM — Pipeline

Open deals

24

Won (MTD)

RM 412K

Win rate

68%

Apex Chem MYRM 84,200Qualified
KL FragrancesRM 156,800Proposal
PG Asia CorpRM 42,500Negotiation

CRM & Sales

Activities

Included in the CRM & Sales buying path when the selected plan or bundle enables it.

  • Role-gated access
  • Plan-aware visibility
  • Industry-specific defaults
CRM — Pipeline

Open deals

24

Won (MTD)

RM 412K

Win rate

68%

Apex Chem MYRM 84,200Qualified
KL FragrancesRM 156,800Proposal
PG Asia CorpRM 42,500Negotiation

CRM & Sales

Templates

Included in the CRM & Sales buying path when the selected plan or bundle enables it.

  • Role-gated access
  • Plan-aware visibility
  • Industry-specific defaults
CRM — Pipeline

Open deals

24

Won (MTD)

RM 412K

Win rate

68%

Apex Chem MYRM 84,200Qualified
KL FragrancesRM 156,800Proposal
PG Asia CorpRM 42,500Negotiation

CRM & Sales

Reminders

Included in the CRM & Sales buying path when the selected plan or bundle enables it.

  • Role-gated access
  • Plan-aware visibility
  • Industry-specific defaults
CRM — Pipeline

Open deals

24

Won (MTD)

RM 412K

Win rate

68%

Apex Chem MYRM 84,200Qualified
KL FragrancesRM 156,800Proposal
PG Asia CorpRM 42,500Negotiation

CRM & Sales

Reports

Included in the CRM & Sales buying path when the selected plan or bundle enables it.

  • Role-gated access
  • Plan-aware visibility
  • Industry-specific defaults
CRM — Pipeline

Open deals

24

Won (MTD)

RM 412K

Win rate

68%

Apex Chem MYRM 84,200Qualified
KL FragrancesRM 156,800Proposal
PG Asia CorpRM 42,500Negotiation

CRM & Sales

AI Follow-up

Included in the CRM & Sales buying path when the selected plan or bundle enables it.

  • Role-gated access
  • Plan-aware visibility
  • Industry-specific defaults

Role Matrix

Default roles for CRM & Sales.

Role templates should match the industry. A manufacturing tenant should not be pushed into F&B or delivery roles unless an admin deliberately enables that bundle.

Owner/Admin
Sales Rep
Sales Manager
Template Manager
Executive Viewer
External Partner

FAQ

CRM & Sales questions

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