Lead Management

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Authorised access only

custobinet

Dashboard Leads Conversations Quotations Production Deals Finance Calendar Marketing Sales Ops Projects Team

SA

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Dashboard

Notifications

New lead

Full name Phone Email Address Area / City Property Project type Estimated budget (RM) Source Assign to

New quotation

Customer Quotation title Document default client copy hides quantities & unit prices — shows section subtotals only (switchable on the document)

Add from catalogue tap to add or remove a line

ItemQtyUnitPrice (RM)

Discount (RM)

Scope & notes optional — shown on the document

Schedule an appointment

Customer Type

Date Amount (RM) optional Assigned to Notes

Record payment

Customer

Amount received (RM) Date paid Payment type Method Reference optional Proof of payment transfer slip photo

Notes optional

Recording the first payment marks this deal Confirmed, moves the lead to Won, queues it in the Production pipeline and auto-books site marking, production and installation on the calendar.

Backup & restore

Download a backup

A full copy of everything — leads, quotations, payments (with receipt images) and scheduled appointments. Save it somewhere safe before any redeploy.

Restore from a backup

⚠ This replaces all current data with the file's contents, exactly as it was. Use it on a freshly deployed / empty CRM. This can't be undone.

Leads as spreadsheet (CSV)

Export just the leads as a CSV for Excel / Google Sheets, or import a leads CSV back in. (The JSON backup above is the complete, exact copy.)

Google Sheet mirror

New leads, quotations and payments push to your Google Sheet automatically. Use this to sync everything right now.