π Contacts (Database Customer/Prospect)
β Data dasar: Nama, Email, Phone, Tags, Child Contacts
β PT Sinar Jaya Abadi
ββ Andi Setiawan (Procurement Manager)
ββ Rina Kartika (Finance Supervisor)
βββββββββββββββββββββββββββββββββββββββββββββββ
π CRM (Lead / Opportunity)
- Data Customer & Contact Person otomatis terisi
- Sales follow-up Andi β Pipeline update
- Expected Revenue tercatat
βββββββββββββββββββββββββββββββββββββββββββββββ
π§Ύ Sales (Quotation / Sales Order)
- Customer otomatis: PT Sinar Jaya Abadi
- Contact Person: Andi (Procurement)
- Data alamat/email langsung ditarik dari Contacts
- Quotation β Confirmed β Sales Order
βββββββββββββββββββββββββββββββββββββββββββββββ
π° Accounting (Invoice)
- Customer otomatis: PT Sinar Jaya Abadi
- Invoice bisa diarahkan ke Rina (Finance Supervisor)
- Status invoice (Open / Paid) tercatat
- Masuk laporan Accounts Receivable
π― Inti Diagram
Contacts β CRM β data kontak jadi dasar pembuatan lead/opportunity.
CRM β Sales β data otomatis dipakai untuk quotation/order.
Sales β Accounting β invoice langsung terhubung ke customer & contact yang tepat.
Dengan alur ini, kita bisa melihat bahwa satu input kontak yang benar akan memperlancar seluruh proses, sedangkan input yang salah bisa mengganggu semua tahap berikutnya.

