Sales & CRM
Win more work from one shared customer record.
Capture every lead, move deals through a clear pipeline, and keep the full customer history in one place — shared with the rest of the platform so nothing is re-keyed.
What you get
- Lead capture, qualification and routing
- Visual pipeline with stages, owners and deal values
- Quotes and proposals tied to the customer record
- Full activity and interaction history per account
- Lead-source tracking and win/loss reasons
- Pipeline-by-stage reporting and revenue forecasting
- Hand-off to projects, finance and procurement — no re-entry
- One shared customer record across every module
How Sales & CRM fits the platform
Sales & CRM is not a separate product bolted on with an integration. It shares one data model, one permission model and one audit trail with everything else you switch on — so these hand-offs need no export, no sync and no reconciliation.
Agentic by design
Just ask — Teky Agent works across Sales & CRM
The permission-aware AI agent reasons over your Sales & CRM data — and the rest of the platform — returning live answers, and every action is fully audited. Try prompts like:
- “What's my pipeline this month?”
- “Show me leads in the negotiation stage”
- “Why are we losing deals — top reasons?”
- “Draft a follow-up email to PrimeBank”
A closer look
Frequently asked
- Can I import existing leads and contacts?
- Yes — bring your existing customers and leads in, then work them through the pipeline like everything else.
- Does it forecast revenue?
- Yes. You get pipeline-by-stage reporting plus AI-assisted revenue forecasting from the same live data.
- How does CRM connect to the rest of the platform?
- Won deals flow into projects, finance and procurement on the same shared record, so there's no duplicate data entry.
Explore other modules
View all modulesTender Management
Track tenders end-to-end with structured approvals and documents.
Projects & Tasks
Plan work, assign owners and follow delivery across teams.
HR & People
Employee records, leave, attendance and the org structure.
Payroll
Run pay against the same people and attendance data — no re-entry.
Recruitment
Postings, applications and resume intake through to onboarding.
Finance
A complete ledger — AR, AP, banking and reporting on live operational data.
Procurement
Requisitions, purchase orders and goods receipt in one flow.
Inventory
Stock, locations and movements — valued straight into the ledger.
Asset Management
A fixed-asset register with depreciation, maintenance and disposals.
Communication
In-app chat, notifications and email kept beside your records.
LMS
Courses and learning content for onboarding and compliance.
Analytics
Dashboards and reports drawn from supported modules.
Start your 15-day free trial
Bring CRM, HR, payroll, finance and more onto one platform — with Teky Agent across all of it. Set up your workspace in minutes.
TEKYDOCT SDN BHD · Bandar Seri Begawan, Brunei · www.tekyagent.com · sales@tekydoct.com