Tensor CRM

Overview

Tensor CRM is a sales and marketing workspace for Indonesian B2B teams: capture leads, manage accounts and contacts, run opportunity pipelines, plan campaigns with products and personas, track tasks and support cases, and see everything on a configurable dashboard.

Convert leads to accounts and opportunities in one click. Link opportunities to Tensor Project for delivery. Product catalog syncs with Tensor Finance. English and Bahasa Indonesia UI, multi-branch support, and SSO across tensorERP.

Key capabilities

Leads, accounts, contacts, and opportunity pipelines
Campaigns with products, personas, and catalog stats
Tasks, cases, calendar, and global alerts
Lead convert + Tensor Project link and status sync
Finance product catalog sync; bilingual EN / ID
SSO and multi-branch workspace on tensorERP

Features

Dashboard

Record totals across leads, accounts, opportunities, campaigns, and more
Built-in charts: lead funnel, conversion, opportunity stages
Custom charts configurable in Preferences

Leads

Pipeline: New → Contacted → Working → Converted
One-click convert to Account + Contact + Opportunity
CSV import/export, owner assignment, progress history
Attachments (quotes, proposals, contracts) and team chat

Accounts & contacts

Account hierarchy, industry, revenue, and campaign linkage
Contact master linked to accounts and products
Shared contact categories with Tensor Finance

Opportunities

Stage pipeline through Closed Won / Closed Lost
Amounts in workspace currency (IDR, USD, EUR, SGD)
Link or convert to Tensor Project; status sync both ways
Combined progress timeline with leads and projects

Campaigns & catalogs

12 campaign types with budget and response tracking
Products catalog synced with Tensor Finance Goods & Services
Buyer personas and cross-module usage statistics

Tasks, cases & calendar

Tasks with due dates, statuses, and opportunity/lead links
Support cases with priority and opportunity context
Month calendar view with quick-add tasks
Global alerts for overdue tasks and open cases

Workspace & preferences

English / Bahasa Indonesia interface
Company logo, currency, and custom lead statuses
Multi-branch data scope; SSO from tensorERP

Who it is for

B2B sales teams, distributors, marketing managers, and service companies in Indonesia — especially those pairing CRM with Tensor Project or Tensor Finance.

Common use cases

Inbound lead capture — Import campaign leads, qualify in pipeline, convert to opportunity when ready.
B2B pipeline forecast — Stage-weighted opportunities with owner accountability and dashboard charts.
Services delivery — Convert Closed Won opportunity to Tensor Project; progress stays in sync.
Product-led sales — Tag leads and opportunities with Finance-synced products and buyer personas.
Support visibility — Cases linked to opportunities; open items surface in alerts bell.

Frequently asked questions

Does CRM integrate with Finance?

Yes — product catalog syncs with Tensor Finance Goods & Services; contacts share categories across modules.

Does CRM integrate with Project?

Yes — link or convert opportunities to Tensor Project; closed-won/lost syncs project status; progress timelines merge.

What languages are supported?

English and Bahasa Indonesia for navigation, dashboard, calendar, preferences, and list toolbars.