Sinar Utama

CRM · Prototype

Prototype Mode — all data on this page is sample (dummy) data, not real customer data.

Activities

Task, call, and follow-up timeline across the whole team.

Open (9)

Update return status with warehouse

Aug 13, 2026, 2:00 PM

Coordinating with warehouse team on pipe return.

Agus PurnomoDDewi Lestari

Site visit — foundation project

Aug 14, 2026, 8:00 AM

Check additional material requirements.

Nurul HidayahAAndi Wijaya

Follow up on monthly contract proposal

Aug 14, 2026, 10:00 AM

Client is interested, requested a written proposal.

Rina WijayantiAAndi Wijaya

Clarify invoice discrepancy

Aug 14, 2026, 11:00 AM

Waiting for warehouse weighing photo evidence.

Rina WijayantiDDewi Lestari

Prepare transformer warranty documents

Aug 14, 2026, 3:00 PM

For Case #3

Maya AnggrainiDDewi Lestari

Follow up on trade show lead

Aug 15, 2026, 10:00 AM

Send wholesale pricing quote.

AAndi Wijaya

Present 12-unit shophouse project

Aug 15, 2026, 1:00 PM

Meeting at client's office to discuss delivery timeline.

Yuni AstutiAAndi Wijaya

Payment due reminder

Aug 16, 2026, 9:00 AM
Bambang HermawanAAndi Wijaya

Discuss annual distribution contract

Aug 18, 2026, 10:00 AM

Initial meeting to discuss volume & pricing.

Lina MarlinaAAndi Wijaya

Completed (6)

Send latest product catalog

Dedi Setiawan

Client requested special reseller pricing

Lina Marlina

Confirm payment verification

Agus Purnomo

Post-delivery satisfaction check

Hendra Kusuma

Announce Independence Day promo

Client payment preference

Hendra Kusuma