Log new enquiry
Source channel
Name
Phone / WhatsApp
Email
Enquiry type
Course interest
Format
Message / summary
Language
| Name | Source | Type | Course | Format | Language | Stage | Message | Date |
|---|
Conversion funnel
Enquiries by source
Enquiry type breakdown
School outreach pipeline — B2B deals tracked separately. Update status, contacts, feedback, heat, and deal size inline.
| Schools | Type | Status | PIC | Contact number | Remarks / feedback | Heat | Deal size |
|---|
Proposals command center
Filter Audience -> Category -> Duration, then clone a matching template in under 2 minutes.
Generate proposal
Enter a school name and brief request. The CRM creates a Draft proposal and PDF output from the Word template automatically.
School / company
PIC
Price override
Audience
Category
Duration
Prompt / relevant info
TYPE A
Client Understanding
AS-IS, need, TO-BE, and proposal direction tailored to the school/company.
TYPE B
Strategy & Value
Three differentiators, why codencode fits, and expected value.
TYPE J
Training Plan
Audience, topics, learning transfer checklist, and activity flow.
TYPE F
Schedule & Deliverables
Milestones, session duration, deliverables, and reporting flow.
TYPE I
Outcomes & Next Steps
Outcome tags, investment, qualitative value, and approval next steps.
Account proposal sub-grid
Select an account to view linked proposals.
Word-for-word responses to the 8 most common objections. Memorise these before every call.
8 closing tactics matched to pipeline stage and objection type.
Pipeline summary
Deal stages
Revenue model
Avg students / workshop
60
Fee per student (RM)
RM 150
Schools closed / month
2