Leads Automatically Captured into CRM
Leads from Google Ads and Meta Ads are captured directly into the CRM in real time, eliminating manual entry and delayed follow-ups.
Minimal configuration is required. No CRM consultants, no complex onboarding, and no technical admin needed. Your sales team can start using the system almost immediately.
Everything your sales team needs- leads, deals, quotations, invoices, and payments -all neatly organised in one clean, clutter-free interface.
Built-in AI helps your sales team draft professional emails, quickly understand lead context, and choose the right next action, without changing the way they already work.
Schedule Zoom or Microsoft Teams meetings directly from the CRM. Meeting links are auto-generated and automatically logged into the CRM timeline for complete activity tracking.
Sales teams can manage leads, update activities, and track locations using the mobile app. Attendance, visits, and movement visibility improve accountability and reporting accuracy.
Run email and WhatsApp campaigns directly inside the CRM. Track engagement, nurture leads, send reminders, and run promotions without relying on third-party tools.
Leads from Google Ads and Meta Ads are captured directly into the CRM in real time, eliminating manual entry and delayed follow-ups.
No APIs to manage and no third-party connectors required. Leads flow directly into the CRM, ready for immediate action.
Emails, meetings, and follow-ups are automatically logged against each lead. Calendar reminders ensure sales teams never miss important follow-ups.
Generate quotations and invoices directly from CRM deals. No duplicate data entry and no separate invoicing systems required.
Info-Tech CRM integrates natively with Info-Tech Accounting, Xero, MYOB, and QuickBooks, reducing reconciliation errors and administrative workload.
Send invoices with embedded payment links and receive payments faster using Stripe and PayPal, helping businesses improve cash flow and reduce DSO.
When sales staff are on leave, leads are automatically reassigned, ensuring no opportunity is missed.
| Features | Info-Tech CRM | Other CRM Software |
|---|---|---|
|
CRM Model
|
All-in-one connected platform
|
Multiple tools & add-ons
|
|
Setup
|
Fast, plug-and-play
|
Complex, consultant-led
|
|
Pricing
|
Simple and affordable
|
Expensive and complex
|
|
Ease of Use
|
Intuitive and user-friendly
|
Powerful but complicated
|
|
Google & Meta Ads
|
Built-in
|
Third-party tools required
|
|
Sales Follow-Ups
|
Automated reminders
|
Manual tracking
|
|
Quotation & Invoicing
|
Built-in
|
Separate systems
|
|
Accounting Integration
|
Native
|
Limited or paid
|
|
Payments
|
Stripe & PayPal built-in
|
External tools
|
|
Email Integration
|
Gmail & Outlook
|
Partial
|
|
Meeting Scheduling
|
Zoom & Teams built-in
|
Add-ons required
|
|
Marketing Campaigns
|
Email & WhatsApp
|
External tools
|
|
HR & Leave Visibility
|
Integrated HRMS
|
Not Available
|
Get a personalised walkthrough and see how Malaysian SMEs manage leads, close deals, and get paid — all in one connected system.
Info-Tech CRM simplifies the entire sales cycle — from lead capture and follow-ups to invoicing and payment collection — reducing manual work and improving pipeline visibility.
Lead management, deal tracking, quotations, invoicing, payment collection, and sales activity tracking are all managed in one system.
Yes. It integrates with Info-Tech Accounting, Xero, MYOB, and QuickBooks to eliminate duplicate data entry and improve accuracy.
Yes. Leads from digital ads are captured automatically and routed directly into the CRM for immediate follow-up.
It is built specifically for SMEs, offering fast setup, affordable pricing, ease of use, and a unique combination of CRM, HRMS, accounting, payments, and marketing in one platform.