Sales CRM for Malaysian businesses

Every lead. Every follow-up. Every ringgit.

Track every lead and WhatsApp follow-up, plan your week on one calendar, and let AI write your follow-ups in English, BM or Chinese. Reminders go out to you and your customers automatically.

14 days free. No credit card. Cancel anytime.

FunnelDesk overview with sales this month, win rate, unpaid invoices and a full-width calendar of meetings, follow-ups and tasks

Made for people who sell on WhatsApp

Follow-ups

Never forget to follow up again.

Log every WhatsApp, call, Facebook or Instagram chat in two taps. FunnelDesk counts how many times you reached out, when you last spoke, and how many messages went unanswered.

  • One-tap WhatsApp and call buttons
  • “No reply in a row” counter warns you before a lead goes cold
  • Today’s follow-up list waiting every morning
  • Know where each customer is, with Google Maps in one tap
Lead page with WhatsApp, call and email buttons, times contacted, no reply counter and last contact

Calendar

Your whole week on one calendar.

Meetings, follow-ups and invoice due dates appear on their own. Add your own events, tasks and important dates, keep them private or share them with your team.

  • Tick off tasks as you finish them
  • Link any event to a customer
  • See it all in Google Calendar or on your iPhone
Month calendar with meetings, follow-ups, invoices due, events, tasks and important dates in different colours

Reminders

Reminders that send themselves.

Start every morning with an email of today’s follow-ups, meetings and tasks. Your customers get a meeting confirmation, a reminder the day before and polite payment reminders, all in your business name.

  • Zoom or Google Meet link included
  • Replies go straight to your email
  • A log of every reminder sent
Meeting reminder email to a customer with the date, Zoom link and a Join meeting button

Pipeline

See every deal at a glance.

From new enquiry to meeting, proposal and closed. Know how much money is waiting in each stage, and which deals need a push.

  • Move a deal to the next stage in one click
  • Overdue follow-ups highlighted in red
  • Record why deals are lost, and learn from it
Pipeline board with columns for New, Contacted, Meeting, Proposal sent, Won and Lost

Sales and invoices

Know what you sold. Get paid faster.

Record every sale and invoice against the customer. See what is paid, what is partly paid and what is overdue, then send a polite WhatsApp reminder in one tap.

  • Automatic invoice numbers
  • Monthly sales chart and collection rate
  • Export to Excel for your accountant
Sales page showing invoiced, collected and unpaid totals with a 6-month chart

Excel import

Bring your leads from Excel in minutes.

Download our template, or use your own sheet. FunnelDesk checks every row first, so you see problems and duplicates before anything is saved.

  • Ready-made template with dropdowns
  • Duplicate phone numbers skipped
  • Understands Malay column names like “Nama” and “No Telefon”
Import preview showing leads ready to import, rows with problems and duplicates

✦ AI assistant

Your follow-ups, written for you.

Pick what the message is for, and AI writes it from the customer’s history, in English, Bahasa Malaysia or Chinese. Check it, tap Open in WhatsApp, done.

  • Turn rough meeting notes into a summary, follow-up date and tasks
  • Paste a chat or snap a business card to create a lead
  • You always review before anything is sent
AI message writer on a lead page with a WhatsApp follow-up draft and an Open in WhatsApp button

Everything a small sales team needs.
Nothing it doesn’t.

On your phone

Log a call before you even hang up.

FunnelDesk works in your phone’s browser. Nothing to install. Add it to your home screen and it feels like an app, with your calendar, leads and WhatsApp buttons one tap away.

FunnelDesk calendar on a phone
Lead page on a phone with WhatsApp and call buttons

Up and running in 5 minutes.

  1. Sign upCreate your account. No card needed.
  2. Add your leadsType them in, or import your Excel list with our ready-made template.
  3. Follow up every dayOpen FunnelDesk each morning, clear your follow-up list, close more deals.

Simple pricing. In ringgit.

Every plan starts with a 14-day free trial. Upgrade, downgrade or cancel anytime.

Solo

For freelancers, agents and trainers who sell on their own.

RM39/month

Start free trial
  • 1 user
  • 1,000 leads
  • ✦ 100 AI credits a month
  • WhatsApp, call and social contact log
  • Meetings with Zoom and Meet links
  • Sales, invoices and payment reminders
  • Pipeline board and reports
  • Calendar, tasks and phone calendar sync
  • Email reminders to you and your customers
  • Excel import and CSV export

Most popular

Team

For small sales teams that share leads and track who closed what.

RM99/month

Start free trial
  • 5 users
  • 10,000 leads
  • ✦ 500 AI credits a month
  • WhatsApp, call and social contact log
  • Meetings with Zoom and Meet links
  • Sales, invoices and payment reminders
  • Pipeline board and reports
  • Calendar, tasks and phone calendar sync
  • Email reminders to you and your customers
  • Team assignment and sales per staff
  • Excel import and CSV export

Business

For growing companies with several teams and lots of leads.

RM199/month

Start free trial
  • 20 users
  • 100,000 leads
  • ✦ 2,000 AI credits a month
  • WhatsApp, call and social contact log
  • Meetings with Zoom and Meet links
  • Sales, invoices and payment reminders
  • Pipeline board and reports
  • Calendar, tasks and phone calendar sync
  • Email reminders to you and your customers
  • Team assignment and sales per staff
  • Excel import and CSV export

Prices in Malaysian Ringgit. Need more users or a custom setup? Talk to us.

Questions.

Do I need to install anything?

No. FunnelDesk runs in your browser on computer, tablet and phone. You can add it to your phone’s home screen so it opens like an app.

Can I import my leads from Excel?

Yes. Download our Excel template, fill in your leads (or use your own sheet with similar column names) and upload it. You see a preview with any problems and duplicates before anything is saved.

Does it send reminders?

Yes, by email. You and your staff get a morning summary of today’s follow-ups, meetings and tasks, plus a reminder before each meeting. Your customers can get a meeting confirmation, a reminder the day before, and payment reminders before and after the due date. Customer emails show your business name, and replies come to you. Every email is recorded in a reminder log.

What can the AI assistant do?

It writes follow-up messages for WhatsApp or email in English, Bahasa Malaysia or Chinese, based on each customer’s history. It turns your rough meeting notes into a summary, follow-up date and tasks. And it fills in new leads from a pasted chat or a photo of a business card. You always check and edit before anything is saved or sent. Each request uses one AI credit, and every plan includes a monthly amount.

Does it send WhatsApp messages automatically?

No. FunnelDesk opens WhatsApp with the customer’s number and a ready-written message, so you send it from your own number in one tap. Your customers see a real person, not a bot.

Is there a calendar?

Yes. Meetings, follow-ups and invoice due dates appear on the calendar automatically, and you can add your own events, tasks and important dates, private or shared with your team. You can also see everything in Google Calendar or your iPhone calendar with a private link.

How do I pay for my plan?

By card, with automatic monthly renewal, or by bank transfer or DuitNow. For bank transfer, upload your payment receipt in FunnelDesk and your plan is activated once it is checked. You can download a receipt for every payment.

What happens when my free trial ends?

Choose a plan to continue. If you don’t, your data stays safe and readable, you just can’t add new records until you subscribe.

Is my data safe?

Each business’s data is kept separate and only your team can see it. Passwords are encrypted, sign-in attempts are limited, and you can export your leads and sales to Excel anytime.

Can my staff use it?

Yes. On the Team and Business plans you can add staff, assign leads to them and see how much each person sells. Each person can keep private tasks or share events with the team.

Stop losing leads in your WhatsApp.

Start your free trial today. It takes less time than your next follow-up.

Start free trial