Oveersea · Custom software development
CRM
Customers & pipeline. A dedicated module shaped around your processes, connected to the systems and teams that depend on it.
Estimated module development
Rp 14.000.000
Pipeline value
Rp 420 jt
Opportunities
32
PT Nusantara
Rp 85 jt
PT Sentosa
Rp 120 jt
PT Mandiri
Rp 65 jt
Specific scope to confirm
Map pipeline stages, customer fields, lead ownership and follow-up rules to your sales process.
From business need to working system
The challenge
When customers & pipeline are handled across spreadsheets and separate tools, teams lose context and repeat work.
The workspace
Bring Customer records, Sales pipeline, Follow-up activities into an agreed workflow, with consistent records and clear responsibilities.
The outcome
A clearer view of work in progress, fewer manual hand-offs and an auditable process. Specific success measures are agreed during discovery.
Capabilities in detail
01Customer records
Define the required fields, entry points and validation rules. The interface is aligned with your team's daily tasks rather than a fixed generic screen.
Scope discussion: which users need customer records, what records they access and what counts as a completed task.
02Sales pipeline
Configure how records are organised, assigned and updated. Permissions and exceptions are mapped with the people who own the process.
Scope discussion: which users need sales pipeline, what records they access and what counts as a completed task.
03Follow-up activities
Agree which statuses and outputs need to be visible, who can access them and how results feed into the next business process.
Scope discussion: which users need follow-up activities, what records they access and what counts as a completed task.
End-to-end workflow
01
Define the input
Agree the data and user actions needed for CRM, including mandatory fields, sources and responsible teams.
02
Configure business rules
Map validation rules, permissions, status changes and exceptions before implementation.
03
Run the workflow
Users work through Customer records, Sales pipeline, Follow-up activities in a shared workspace, with the relevant context available at each stage.
04
Review the results
Review status, outcomes and exceptions with stakeholders; agreed acceptance scenarios determine readiness to launch.
Data & access
- Data model: record identifiers, mandatory fields, ownership and history are defined for the selected features.
- Access: user roles, branch restrictions and sensitive fields are mapped before development.
- Existing data: import formats, cleaning responsibilities and migration volumes are agreed separately.
Integration & dependencies
- Connections: source and destination systems, API availability and authentication must be confirmed.
- Reliability: synchronisation frequency, retries, duplicate handling and failure alerts are scoped for each connection.
- External costs: provider accounts, transaction fees, hosting and licences are not automatically included in the module estimate.
Delivery & acceptance
Discovery & design
Review current processes, define the selected requirements and agree screens, roles, data and acceptance scenarios before coding.
Build & validate
Develop the agreed scope in reviewable increments. Validate normal flows, invalid inputs, permissions and integration failures with your team.
Launch & handover
Complete user acceptance, prepare deployment and provide agreed documentation and training. Support arrangements and timeline are confirmed in the quotation.
Your requirements
Frequently asked questions
Module estimate
Rp 14.000.000