ABANG RECOND CRM
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ABANG RECOND CRM
Customer & Takaful Follow-up • V2.1
📅 Connect Microsoft Calendar
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🔴
0
Hari ini
🟠
0
7 hari
🟡
0
14 hari
👤
0
Customer
Customers
Standalone CRM — tiada sambungan pricelist
📅 Sync All
+ Customer
Belum ada customer.
Add Customer
Maklumat customer, kereta & takaful
×
Customer
Nama *
No. WhatsApp *
Email
Location
Vehicle
Brand *
Model *
Variant
Tahun
No. Pendaftaran
Tarikh Beli
No. Stock
reference sahaja
Dealer / Supplier
Takaful / Insurance
Company
Policy / Certificate No.
Expiry Date
NCD %
Vehicle Sum Covered / Amaun Dilindungi (RM)
Act Contribution (RM)
Basic Contribution (RM)
NCD / Discount (RM)
Extra Coverage (RM)
Gross Contribution (RM)
SST 8% (RM)
Stamp Duty (RM)
Total Contribution (RM)
Notes
🔔 Reminder follow-up:
14 hari sebelum expiry
. WhatsApp menggunakan nombor customer dan mesej disediakan oleh CRM.
Delete Customer
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Save Customer
Update Renewal
Kemas kini status selepas tarikh tamat takaful
×
Renew dengan saya
Tidak renew dengan saya
Sijil Takaful Baru
Company
Policy / Certificate No.
Tarikh Renew
Expiry Date
Vehicle Sum Covered (RM)
Act Contribution (RM)
Basic Contribution (RM)
NCD / Discount (RM)
Extra Coverage (RM)
Gross Contribution (RM)
SST 8% (RM)
Stamp Duty (RM)
Total Contribution (RM)
Gross Commission =
8% × Gross Contribution
·
RM0.00
Notes
Cancel
Save Update