CRM & Procurement
Track tenders from first lead to award, keep client details together, and see every purchase order in one table.
Tender Pipeline
Open CRM. Switch between list and kanban, then drag a tender to move its stage.
Sourcing
2 · RM 4.2M
TND-014
Lakeside Residences
ConstructionRM 3.1M12d left
TND-017
Depot Fit-out
ConsultancyRM 1.1M30d left
Pre-Qualification
1 · RM 8.5M
TND-009
City Hospital Wing
StrategicRM 8.5M5d left
Proposal
1 · RM 2.6M
TND-006
Logistics Hub
ConstructionRM 2.6M2d overdue
- 1Contacts · Add · people, then new tender
- 2Stage column · count and total value
- 3Tender card · drag to another stage
- 4Folded stages · Won · Lost · No-Bid
Stages and categories are set in Settings → Options. Won, Lost and No-Bid columns start folded. Click one to open it.
Contacts
Click Contacts in the CRM header. Click any row to open its side panel.
accounts@meridian.my
+60 3 5555 0123
- 1Tabs · details to tasks
- 2Stage · Lead to Won
- 3View details · opens the full page
Procurement Overview
Procure shows every purchase order across your projects in one place.
Approval Rate
72%
Pending Review
9 / 34
Approved Value
RM 3.4M
Delivery Scheduled
21 / 34
- 1Totals · across every project
- 2Filters · project, status, deadlines
- 3Status · includes Partially Approved
- 4Open in project · to edit the order
Create and edit orders inside each project's Procurement tab. Admins see every project here. Everyone else sees the projects they are on.