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SALESREV / DIGITAL PROPOSAL

CRM Automation & Reporting Dashboard

Prepared For LMEM · 2026

  • Preparing CRM & Lead Nurturing scope
  • Configuring Reporting Dashboard
  • Structuring Project Timeline
  • Finalizing Quotation & Terms
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Service Proposal & Quotation

CRM Automation
& Reporting
Dashboard

Prepared For

LMEM

Prepared By

SalesRev

A customized solution for your CRM, automation and business reporting needs — designed to streamline lead nurturing and surface the numbers that matter.

CRM Automation
Data Reporting
Ongoing Support

Starting From

RM897 / Month

02 / Packages

Choose Your Package

Two quotation tiers — from CRM setup and automation to a fully custom reporting dashboard with integrations.

Package ACRM & Lead Nurturing

CRM & Lead Nurturing

RM897/ Month
RM8,970/ Year
  • Certainly Engine CRM Setup
  • Lead Nurturing Automation
  • CRM Pipeline & Basic Reporting
  • Vehicle Product Recommendation Search
  • Staff Training
  • Ongoing Technical Support
  • New CRM Workflow Setup
  • Automation Workflow Setup
Package BRecommended

CRM + Custom Reporting

RM1,397/ Month
RM13,970/ Year

Everything in Package A, plus

  • Custom Reporting Dashboard
  • Advanced Marketing & Sales Analytics
  • Funnel Conversion Tracking
  • Custom Reports & Charts
  • Certainly Engine & AutoCount Integration
  • Multi-System Reporting
  • Ongoing Dashboard Development
  • Future Enhancements Within Agreed Scope
03 / Comparison

Side By Side

Package A focuses on CRM setup, automation and built-in reporting. Package B adds a separate custom dashboard, advanced analytics and integrations.

Package A

CRM & Lead Nurturing

RM897 / mo
CRM Setup & Lead Nurturing
Lead Nurturing Automation
CRM Pipeline & Basic Reporting
Vehicle Product Recommendation Search
Staff Training
Ongoing Technical Support
New CRM Workflow Setup
Automation Workflow Setup

Package B

CRM + Custom Reporting Dashboard

RM1,397 / mo
CRM Setup & Lead Nurturing
Lead Nurturing Automation
CRM Pipeline & Basic Reporting
Vehicle Product Recommendation Search
Staff Training
Ongoing Technical Support
New CRM Workflow Setup
Automation Workflow Setup
Custom Reporting Dashboard
Advanced Marketing & Sales Analytics
Funnel Conversion Tracking
Custom Reports & Charts
Certainly Engine & AutoCount Integration
Multi-System Reporting
Ongoing Dashboard Development
Future Enhancements Within Scope
04 / Timeline

Project Timeline

From initial CRM setup to ongoing support — a clear path through three stages.

1

Week 1–2

CRM Setup

  • Collect required information
  • CRM & Automation Setup
  • Product Search Setup
  • Staff Training
2

Week 3–4

Dashboard Development

Package B
  • Custom Dashboard Development
  • CRM Data Connection
  • Reporting Setup & Testing
3

Following Months

Ongoing Support

  • Technical Support
  • New Automation Workflows
  • CRM Improvements
  • Dashboard Enhancements
  • AutoCount Integration
05 / Third-Party Costs

Not Included

These third-party services are billed separately by their providers and are not part of this quotation.

Domain & Hosting

Web infrastructure

Database & Backend

Storage & compute

Certainly Engine

Subscription

WhatsApp / SMS / Email

Messaging fees

AI & API Usage

Per-call metering

External Software

Third-party tools

Please note: these costs are not included in the quotation and are payable directly to the respective service providers.

06 / Terms & Conditions

Terms & Conditions

  1. 1

    Annual packages are billed yearly.

  2. 2

    Major new systems or complex integrations outside the agreed scope may require separate quotations.

  3. 3

    Integrations depend on third-party capabilities and access.

This proposal is prepared for a specific client and is valid for 30 days from the date of issue.