Lead Management
Capture enquiries, assign an owner, and convert a lead without losing the history behind it.
Software
- CRM System
- Custom CRM
- Malaysia Team
CRM System Malaysia For Growing Businesses
XANTEC provides CRM system solutions in Malaysia for businesses that need to manage leads, customers, sales pipelines, quotations, follow-ups, and relationships. The CRM can be configured to your process and integrated with accounting software, AutoCount, WhatsApp, eCommerce platforms, and other business applications.
A CRM system in Malaysia keeps leads, customers, quotations, and follow-ups on one record. XANTEC configures that system for Malaysian sales teams and connects it to AutoCount, WhatsApp, and the other applications you already use. Scoped CRM system work starts from RM 3,000 onwards.
CRM Features
The same customer record can cover the sales work most Malaysian teams already do in spreadsheets, inboxes, and chat.
Contact and Customer Management
Keep accounts, contacts, and buying context on one record so sales and operations refer to the same customer.
Sales Pipeline
Stage opportunities and review forecast weight in the way your managers already look at revenue.
Quotation and Sales Management
Quotations, sales orders, and related documents, with approval and pricing rules your team defines.
Task and Follow-up Management
Tasks and next steps on open deals, including reminders for stalled follow-up based on rules you approve.
Sales Target and Performance
Pipeline and activity views so managers can review how the team is tracking against its sales targets.
Reporting and Dashboard
Pipeline snapshots and summaries drawn from live CRM data, for reviews that used to wait on a slide deck.
WhatsApp and Communication
Bring WhatsApp, email, and web-form enquiries into the CRM, with an owner on the conversation where chat is how customers buy.
Document Management
Generate proposals, contracts, and similar papers from approved templates, and keep commercial documents with the customer.
User Roles and Permissions
Role-based access so each person sees the records and actions their job needs.
Workflow Automation
Routing, approvals, and follow-up rules you define. Draft notes can be prepared for staff to review before anything is sent.
API and Third Party Integration
Documented APIs so the CRM can exchange data with finance, inventory, messaging, and other systems you already run.
Sales Pipeline
From First Enquiry to Invoice
Capture, qualify, quote, close, fulfil, and keep the customer for the next order — one path instead of separate spreadsheets.
- Capture
- Qualify
- Quote
- Close
- Fulfil
- Nurture
For Malaysian Businesses
The CRM is shaped around how Malaysian companies already sell: branch teams, chat-first customers, and finance systems that have to stay in step with sales. Implementation and support are handled by XANTEC in Malaysia.
- Malaysian business workflows
- AutoCount integration
- WhatsApp integration
- Email integration
- API integration
- eCommerce integration
- Custom business processes
- Multi-user access
- Role-based permissions
- Local implementation and support
CRM Integration Malaysia
XANTEC can integrate a CRM with the business applications you already use, so sales does not re-key the same customer into finance or chat. Connections are scoped to your systems — see API integration and WhatsApp automation where those channels are part of the work.
AutoCount
Customer records and document hand-offs mapped to AutoCount, with the direction of data agreed in discovery.
Enquiries from WhatsApp can land in the CRM with an owner, where your WhatsApp setup and consent rules allow it.
Enquiries from shared mailboxes can be stored against the lead or customer, with the thread kept for follow-up.
Websites
Form submissions from your website can create or update CRM records instead of sitting in a separate inbox.
eCommerce
Online orders and customer accounts can be connected where the shop and the sales team need the same record.
Payment Systems
Payment status can be reflected against the order or invoice when the gateway exposes a usable update.
ERP Systems
Stock, allocation, or order status can be shown to sales when the ERP is the system that owns those figures.
Accounting Systems
Besides AutoCount, other accounting packages can be connected when customer and billing data need to move both ways. Invoice flows can be scoped toward LHDN e-invoicing where that is required; the submission path depends on your middleware and is agreed in discovery.
REST APIs
Where a system offers an API, the CRM can exchange records through documented requests rather than manual export.
Other Business Applications
Industry tools and internal systems can be included when they hold customer, order, or service data the CRM should see.
Custom CRM Development Malaysia
When the standard CRM workflow does not fit the way you sell, XANTEC can customise or develop the parts that are specific to the business. This is additional work on top of the CRM, not a separate product you have to choose instead of TargetCRM.
Typical Development Includes:
- Custom sales workflow
- Approval workflow
- Special quotation process
- Custom reports
- Customer portals
- Industry-specific modules
- API integration
- Data migration
- Custom automation
Why Choose XANTEC for CRM Solutions
Established in 2006
XANTEC has been a software company in Malaysia since 2006, building and supporting systems for local businesses.
Based in Malaysia
XANTEC is a Malaysian software company and works with clients across Malaysia.
Custom Software Development
CRM work sits alongside XANTEC’s custom software practice, when a process needs more than a standard module.
CRM Development and Integration
XANTEC configures CRM workflows and connects them to accounting, messaging, and other business systems.
Local Technical Support
Implementation, training, and support are handled by the Malaysian team, in local business hours.
CRM Implementation
A typical engagement follows these steps. The statement of work after discovery sets the actual scope and timing.
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01
Requirement Analysis
Map how leads, quotations, and follow-ups work today, and which systems must stay connected.
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02
CRM Configuration and Design
Set stages, fields, documents, and permissions to match that process.
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03
Integration and Development
Connect the systems in scope, and develop only the workflow the standard CRM does not cover.
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04
Testing and UAT
Your team checks records, approvals, and integrations before go-live.
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05
Deployment
Move the agreed configuration and data into the live environment.
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06
Training
Train the people who will use the CRM, by role.
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07
Support and Maintenance
Local support after go-live, for fixes, adjustments, and ongoing use.
Packaged CRM System vs a Configured CRM System
A packaged CRM system covers a standard sales path. A configured CRM system from XANTEC fits when the workflow, documents, or connections need to match how the business already sells.
| Packaged CRM system | XANTEC CRM system | |
|---|---|---|
| Sales pipeline | Standard stages | Stages set to your process |
| Quotations | Standard templates | Documents and approvals you define |
| Often a separate add-on | Enquiries can land in the CRM with an owner | |
| AutoCount | Usually a separate connector | Customer and document hand-off scoped in discovery |
| Custom workflow | Limited to the product | Extra modules when the standard path is not enough |
| Implementation | Self-serve or vendor onboarding | Local Malaysian team for setup, training, and support |
| Starting price | Subscription, quoted by the vendor | From RM 3,000 onwards |
Frequently Asked Questions
What Is a CRM System in Malaysia?
CRM System Malaysia is a system that keeps customer and lead information, sales activity, and follow-ups in one place. The team works from that record instead of searching inboxes and spreadsheets for the same relationship.
Which CRM System Is Best in Malaysia?
The better CRM system is the one that matches how you sell. A packaged CRM system suits a standard pipeline. A configured CRM system from XANTEC suits teams that need AutoCount, WhatsApp, and a workflow that is not in the standard product. Scoped work starts from RM 3,000 onwards.
What Does a CRM System Do?
A CRM system records contacts, tracks leads through a pipeline, stores quotations and tasks, and shows managers what the sales team is working on. It can also connect to tools you already use, such as email, WhatsApp, and accounting.
How Much Does a CRM System Cost in Malaysia?
CRM system work in Malaysia from XANTEC starts from RM 3,000 onwards. Wider rollouts and integrations are quoted after discovery, based on users, connections, and support. TargetCRM is a separate subscription product; current plans are on targetcrm.com.my.
What Is the Difference Between a CRM System and a Custom CRM in Malaysia?
A CRM system such as TargetCRM is a ready-made product for standard sales, marketing, and customer modules. A custom CRM in Malaysia is configured or developed when the workflow, documents, or integrations need more than that product.
Can XANTEC Customise a CRM System?
Yes. A custom CRM from XANTEC can include configured modules, approvals, documents, and permissions, plus extra functions when the standard workflow does not fit the business.
Can the CRM Integrate With AutoCount?
Yes. CRM integration with AutoCount can map customer records and accounting hand-offs. What moves, and in which direction, is scoped during discovery and depends on your master data and accounting setup.
Can the CRM Integrate With WhatsApp?
Yes. CRM integration with WhatsApp can route enquiries into the CRM with an owner on the thread, where your WhatsApp setup and consent rules allow it.
Can XANTEC Migrate Data From an Existing CRM?
XANTEC can include data migration when the current system exports records that can be mapped. The effort depends on data quality and is scoped in discovery.
How Long Does It Take to Implement a CRM System?
A CRM implementation pilot can go live in weeks when master data is ready. Rollouts with heavier integrations are phased. The timeline is written into the statement of work after discovery.
Does XANTEC Provide CRM Support and Maintenance?
Yes. After deployment, XANTEC provides training and local technical support and maintenance for the teams using the system.
Talk to XANTEC About a CRM for Your Sales Process
Tell us how you handle leads, quotations, and follow-ups. We will outline whether TargetCRM or a configured CRM is the better fit.