Convert & Automate

A CRM for a Pipeline That Doesn't Depend on Your Sales Team's Memory

Many companies buy a CRM and then abandon it within three months. The cause is almost always the same: data entry is manual. The CRM that actually gets used is one that fills itself from the lead sources you already have running.

Service summary

Cost
Per user, per month
Minimum
5 users
Integrations
Ads, web, marketplaces, WA
Setup
2–4 weeks
Data ownership
Yours
At a glance

CRM Software Tools for Indonesia's industrial market

Indotrading CRM software tools are set up on one principle: before sales is asked to enter anything, the system should already have filled itself in. Leads from Google Ads, Meta Ads, website forms, marketplaces, and WhatsApp conversations come in automatically, complete with their source, so all that's left for sales is the follow-up.

The biggest payoff only shows a few months later, when questions like "which channel brings in the most orders" or "how long does it take, on average, to go from inquiry to PO" can be answered with numbers, not gut feeling.

Fit

When this service makes sense — and when it doesn't

We'd rather spell out the limits up front than sell you something that won't deliver results in your situation.

A CRM is a fit if

  • Leads come from more than one channel and are hard to track
  • Follow-ups often slip through because there's no central reminder system
  • Customer history is lost whenever a salesperson leaves
  • You need team performance reports without a manual recap every week

A CRM isn't right yet if

  • You get so few leads per month that they are easy to keep in your head
  • Your sales team is a single person who handles everything
  • There's no agreed-upon sales process yet
  • Management hasn't committed to using it consistently
Scope of work

What we do

Every component below is included. No extra charges show up later without being agreed on first.

01

Pipeline design

Sales stages built around the way your team works, not the software's default template.

02

Lead source integration

Web forms, Google Ads, Meta Ads, marketplaces, and WhatsApp, all connected in one place.

03

Follow-up automation

Reminders, automatic assignment, and follow-up scheduling so no lead is left sitting.

04

Email blast & WA blast

Scheduled bulk sends straight from the dashboard, with a record of who opened and who replied.

05

Reporting & KPIs

Performance dashboards by person, by channel, and by stage, so team reviews are based on numbers.

06

Migration & training

Moving your existing customer data over and training the team so the system actually gets used.

Process

The work sequence and estimated timeline

Every stage has deliverables you can review, so you're not left waiting in the dark until the project is done.

STAGE 01

Mapping the sales process

We map the stages your team actually uses, including the exceptions that come up often.

Week 1
STAGE 02

Setup & integration

The pipeline is built, every lead source is connected, and automations are configured.

Weeks 1–3
STAGE 03

Data migration & training

Existing customer data is moved over, and the team is trained on real work scenarios.

Weeks 3–4
STAGE 04

Adoption support

Hands-on support in the first month to make sure the system is actually running, not just installed.

Months 1–2
Pricing

Starting price

Per userbilled monthly, minimum 5 users

  • Pipeline design that fits your process
  • All lead sources integrated in one place
  • Automated reminders and assignment
  • Email blasts and WA blasts from the dashboard
  • Migration of existing data and team training

The per-user price depends on the number of integrations and the level of automation you need. We'll send the details after the process mapping.

Frequently asked questions

About our CRM Software Tools

Can it connect to the systems we already use?

Yes, for most systems that offer an API or scheduled data exports. We check feasibility during the mapping stage, before any commitment.

What if the sales team refuses to use it?

This is the most common reason CRMs fail, and it's usually because data entry is manual. We design the setup so data comes in automatically, and sales only need to update the status.

Is our customer data safe?

The data is yours and can be fully exported at any time. Access rights are set by role, so not everyone can see the entire database.

Does it include WhatsApp blasts?

Yes. Scheduled email blasts and WA blasts are included, sent straight from the dashboard with the results logged.

First step

Start with an audit, not a quote

Tell us where things stand. We'll review your website, ad accounts, and lead channels, then send you our findings — free of charge and with no obligation to continue.

  • A findings document that pinpoints where you're losing leads
  • Cost estimates per component, not one lump-sum figure
  • The audit results are yours to keep, whatever you decide

Request a free audit

Three fields, then we'll reach out on WhatsApp the same business day.

We only use your details to follow up on this request.

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