Leads to deals, in one pipeline.
From first inquiry to signed contract — pipeline visibility, quotation, follow-ups. Tuned to B2B sales cycles, any market.
- Configured to your businessLead → Won
- Industry defaultsQuotation engine
- TunabilityEmail + WhatsApp
ERPNext · CRM
Octagon Labs
hello@octagonlabs.io
⌂
CRM
/
Pipeline
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+ Add Opportunity
Pipeline Q3
B$ 384K
+18% vs Q2
Open Leads
23
6 new this week
Pipeline
drag-drop your way to closed-won
New 6
Lumiere Studio — bulk materials enquiry
info@… · 2h ago
Northpoint Cafe — HR module ask
ops@… · 5h ago
Teguh Holdings — spare parts
parts@… · 1d
Qualified 4
Bayview Air-Con — service biz full suite
procure@… · 3d
Riverbend Hotel — inventory + POS
gm@… · 4d
Proposal 3
Verdant Trading — full ERP rollout
info@… · 1w
Greenway Motors — accounting + inventory
sales@… · 2w
Won 2
Pinehill Hardware — signed
just now
Eastside Coffee — signed
2d ago
New Leads per Month 2026
Leads by Source
Website92
Referral61
Walk-in38
Campaign33
Exhibition30
Pipeline by Stage
New97.5K
Qualified114.2K
Proposal187.5K
⌂
CRM
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Lead
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Lead Owner ~ Anyone
Source ~ Any
Status ⇅ Open
⊟ Filter 1
⇅ Created On
Open Leads
23
6 new this week
Converted (MTD)
9
to opportunities
Leads · 5 of 23
typical · illustrative
| ID | Company | Source | Lead Owner | Created | Status |
|---|
| CRM-LEAD-2026-00254 | Lumiere Studio | Website | AS Ahmad Shahrom | 2026-10-16 | Open |
| CRM-LEAD-2026-00253 | Northpoint Cafe | Referral | AS Ahmad Shahrom | 2026-10-16 | Open |
| CRM-LEAD-2026-00251 | Harbourline Logistics | Exhibition | MA Mohammad Ali | 2026-10-15 | Replied |
| CRM-LEAD-2026-00248 | Teguh Holdings | Walk-in | MA Mohammad Ali | 2026-10-15 | Opportunity |
| CRM-LEAD-2026-00241 | Sunrise Bakery | Campaign | NC Nurul Ain Chong | 2026-10-11 | Do Not Contact |
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CRM
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Customer
≡ List View ⇅
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+ Add Customer
Customer Group ~ Any
Territory ~ Any
Account Manager ~ Anyone
⊟ Filter
⇅ Last Updated On
Customers
142
+6 this quarter
Customers · 5 of 142
typical · illustrative
| ID | Customer | Group | Territory | Account Manager | Status |
|---|
| CUST-0044 | Pinehill Hardware | Retail | Belait | NC Nurul Ain Chong | Active |
| CUST-0043 | Eastside Coffee | Retail | Brunei-Muara | AS Ahmad Shahrom | Active |
| CUST-0041 | Customer A Holdings | Commercial | Brunei-Muara | AS Ahmad Shahrom | Active |
| CUST-0035 | Customer C Workshop | Commercial | Tutong | MA Mohammad Ali | Active |
| CUST-0022 | Customer E Procurement | Government | Brunei-Muara | HL Haji Lim | Credit Hold |
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CRM
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Campaign
≡ List View ⇅
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⋯
+ Add Campaign
Campaign Type ~ Any
Start Date ⇅ This year
⊟ Filter 1
⇅ Start Date
Campaigns (YTD)
7
2 upcoming
Leads Generated
33
from campaigns
Cost per Lead
B$ 48
-B$ 12 vs 2025
Won From Campaigns
B$ 86,400
6 deals
Campaigns · 5 of 9
typical · illustrative
| ID | Campaign | Channel | Start Date | Reach / Leads | Status |
|---|
| CAM-2026-08 | Year-end service promo | Email | 2026-11-01 | 1,240 | Scheduled |
| CAM-2026-07 | Brunei Trade Expo booth | Exhibition | 2026-09-18 | 30 leads | Completed |
| CAM-2026-06 | Retail POS upgrade offer | WhatsApp | 2026-08-05 | 18 leads | Completed |
| CAM-2026-05 | Workshop owners breakfast | Event | 2026-06-12 | 11 leads | Completed |
| CAM-2026-09 | Q1 2027 renewal reminder | Email | 2027-01-05 | — | Draft |
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CRM
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Sales Analytics
⊟ Filters
Export
↻
⋯
Actions
Tree Type ⇅ Customer
Value / Qty ~ Value
Range ~ Quarterly
Year ~ 2026
⊟ Filter 1
Q3 Sales
B$ 412,000
+8% vs Q2
Top Customer
Customer A
B$ 162K YTD
Avg Deal
B$ 18,900
+B$ 2,100
Sales by Customer · 2026
typical · illustrative
| Customer | Q1 | Q2 | Q3 | Total |
|---|
| Customer A Holdings | 48,200 | 52,900 | 61,300 | 162,400 |
| Customer E Procurement | 36,800 | 24,880 | 41,200 | 102,880 |
| Verdant Trading | — | — | 145,000 | 145,000 |
| Customer C Workshop | 18,400 | 22,100 | 16,900 | 57,400 |
| Riverbend Hotel | 12,600 | 14,300 | 18,100 | 45,000 |
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CRM
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Quotation
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+ Add Quotation
Quotation To ~ Customer / Lead
Status ~ Any
Transaction Date ⇅ Last 60 days
⊟ Filter 1
⇅ Transaction Date
Sent This Week
4
avg B$ 28K
Expiring Soon
2
within 7 days
Quotations · 5 of 31
typical · illustrative
| ID | Party | Date | Valid Till | Grand Total | Status |
|---|
| SAL-QTN-2026-00934 | Verdant Trading | 2026-10-14 | 2026-11-13 | 145,000.00 | Open |
| SAL-QTN-2026-00932 | Greenway Motors | 2026-10-08 | 2026-11-07 | 42,500.00 | Open |
| SAL-QTN-2026-00928 | Pinehill Hardware | 2026-10-02 | 2026-10-16 | 28,000.00 | Ordered |
| SAL-QTN-2026-00921 | Riverbend Hotel | 2026-09-30 | 2026-10-30 | 96,000.00 | Replied |
| SAL-QTN-2026-00915 | Sunrise Bakery | 2026-09-12 | 2026-09-26 | 4,600.00 | Lost |
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CRM
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Contract
≡ List View ⇅
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+ Add Contract
Party Type ⇅ Customer
Status ~ Any
End Date ~ Next 12 months
⊟ Filter 1
⇅ End Date
Active Contracts
18
B$ 486K annual value
Awaiting Signature
1
sent 2026-10-16
Renewals Due
3
next 60 days
Renewal Rate
94%
last 12 months
Contracts · 5 of 22
typical · illustrative
| ID | Party | Contract Terms | Start Date | End Date | Status |
|---|
| CON-2026-014 | Customer A Holdings | Annual support & maintenance | 2026-01-01 | 2026-12-31 | Active |
| CON-2026-013 | Pinehill Hardware | Supply agreement | 2026-10-16 | 2027-10-15 | Unsigned |
| CON-2026-011 | Customer E Procurement | Framework agreement | 2025-07-01 | 2027-06-30 | Active |
| CON-2026-009 | Riverbend Hotel | Service level agreement | 2026-03-01 | 2027-02-28 | Active |
| CON-2025-021 | Customer D Cafe | Equipment lease | 2024-11-01 | 2026-10-31 | Expiring |
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CRM
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Sales Person
≡ List View ⇅
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+ Add Sales Person
Parent Sales Person ~ Sales Team
Enabled ⇅ Yes
⊟ Filter 1
⇅ Name
Team Target (YTD)
B$ 1.32M
2026
Achieved
82%
+6 pts vs 2025
Commission Accrued
B$ 21,840
paid monthly
Sales Team · 5 of 7
typical · illustrative
| Sales Person | Role | Branch | Target (YTD) | Achieved | Progress |
|---|
| AS Ahmad Shahrom | Account Manager | HQ | B$ 420,000 | B$ 361,200 | 86% |
| MA Mohammad Ali | Account Manager | HQ | B$ 360,000 | B$ 274,800 | 76% |
| NC Nurul Ain Chong | Sales Executive | KB Branch | B$ 240,000 | B$ 228,400 | 95% |
| HL Haji Lim | Sales Executive | Tutong | B$ 180,000 | B$ 121,500 | 68% |
| JW Jessica Wong | Inside Sales | HQ | B$ 120,000 | B$ 104,600 | 87% |
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CRM
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Territory
⊟ Filters
Export
↻
⋯
Actions
Parent Territory ⇅ Brunei
⊟ Filter 1
Territories
4
Brunei districts
Customers
142
across 4 districts
Best Growth
Belait
+21% YoY
Unassigned Leads
0
auto-routed
Territory Tree · Sales (YTD)
typical · illustrative
| Territory | Customers | Sales (YTD) | Share | Manager |
|---|
| Brunei-Muara | 71 | 612,400.00 | 53% | AS Ahmad Shahrom |
| Belait | 38 | 318,900.00 | 27% | NC Nurul Ain Chong |
| Tutong | 24 | 168,200.00 | 15% | HL Haji Lim |
| Temburong | 9 | 58,500.00 | 5% | MA Mohammad Ali |
| Brunei | 142 | 1,158,000.00 | 100% | |
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CRM
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Customer Group
⊟ Filters
Export
↻
⋯
Actions
Parent Customer Group ⇅ All Customer Groups
⊟ Filter 1
Default Price List
Standard Selling
per group
Credit Limit
Group-based
auto hold
Payment Terms
30 / 45 / 60 days
by group
Customer Groups
typical · illustrative
| Customer Group | Customers | Default Price List | Payment Terms | Credit Limit |
|---|
| Commercial | 58 | Wholesale | Net 45 | B$ 50,000 |
| Retail | 62 | Standard Selling | Net 30 | B$ 10,000 |
| Government | 9 | Government Rate | Net 60 | B$ 150,000 |
| Individual | 13 | Standard Selling | Cash | — |
What the crm module looks like in your hands. Click the menu on the left to explore. Illustrative data.
What we configure for you
Set up around the way your team already works, then tuned after go-live.
- Multi-stage pipeline (Lead → Won)
- Quotation → Sales Order → Invoice
- Email & WhatsApp integration
- Territory + sales-person split
- Forecasting + win-rate analytics
- Customer 360° with full history
