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CRM, Sales & Customer Relationships

See the person.
Grow the relationship.

A sales workspace for enquiries, conversation notes and dated follow-ups. Keep the person and the next step together, from first contact to delivery.

Try the sample workspace. No sign-up needed.
01 / THE RELATIONSHIP

One conversation. The full picture.

WHAT CLENVISION HELPS YOU DO

Remember the conversation. Follow through.

A focused sales desk for owner-led businesses: customer context, dated follow-ups and a linked delivery brief, configured around one agreed sales process.

Your setup can include pipeline configuration, a scoped contact import and owner handover. Hosting and optional integrations are quoted separately.

Why the name Clenvision?

Client + Vision = Clenvision. Clenvision combines customer relationship management with commercial visibility. It represents a platform that helps organisations understand their customers, manage sales opportunities and develop lasting business relationships.

01 / SOUND FAMILIAR?

Still chasing the details
behind every sale?

When chats, contact lists and reminders live apart, you end up doing the work of connecting them. These are the gaps Clenvision is built to address.

01

You keep reopening old chats.

The customer is saved, but what they asked for is buried in messages. Before you reply, you have to piece the conversation together.

02

You remember the follow-up too late.

A promising enquiry has no clear next action or date. You only notice it again when you are already behind.

03

You cannot see what needs attention.

Names and values do not tell you which stage a sale has reached, or which opportunity is missing its next step.

04

You win the sale. Then rebuild the brief.

The scope stays in the sales conversation. When delivery starts, someone has to ask what was actually agreed.

Swipe to explore
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02 / HOW CLENVISION HELPS

Four gaps. Four clearer ways forward.

Built into the working foundation below
BEFORE

Customer details, conversations and reminders everywhere else.

WITH CLENVISION

A customer record, a clear next action and a history you can return to.

SOLVES 01 / Scattered context

Pick up the conversation.

Open the opportunity to see its contact details, saved notes and activity history together. Search for the record before your next reply.

Return to the saved context instead of starting from memory.

Open an opportunity and inspect its saved activity.

Contact detailsNotesActivity history
SOLVES 02 / Forgotten follow-ups

Give the follow-up a date.

Save the next action and date. Find due follow-ups, or opportunities missing an action or date, in the attention views.

See what needs your follow-through today.

Open Follow-ups and switch between the attention views.

Dated next actionsAttention filters
SOLVES 03 / Unclear pipeline

See the stage. Find the gap.

View opportunities by pipeline stage, with their recorded values and next actions. Open a card to inspect the details behind that sale.

See each opportunity’s stage and next action.

Open Pipeline and inspect a sample opportunity.

Pipeline boardRecorded valuesNext actions
SOLVES 04 / Lost handover context

Keep the sale with the work.

Create a delivery record from a won opportunity. Record the agreed scope and delivery status, with a link back to the original sale.

Keep the delivery brief connected to the sale it came from.

Delivery records retain a link to their source opportunity.

Linked deliveryAgreed scopeDelivery status
Swipe to explore
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A single-owner sales workspace with CSV column mapping, row validation, duplicate review and atomic import of explicitly selected contacts. Existing opportunities are preserved. Unmapped contact preference defaults to do not contact. Shared records across modules, proposal approvals, inbox sync and team permissions remain further work.

03 / THE WORKSPACE

Try Clenvision.

Explore the sample sales workspace at your own pace.Sample data. No sign-up needed.

YOUR FIRST FEW MINUTES

One task. A clear next step.

STEP 1 OF 3

Open Follow-ups and choose Meridian Studio.

1 / 3
A SMALL PREVIEW. A REAL NEXT STEP.

Choose your next move.

Explore the path, then try it with fictional records.

STEP 1 / 3

Open Follow-ups and choose the overdue Meridian Studio example.

Saved result: A dated next step and saved outcome stay with the opportunity.
Open this demo

This preview explains the journey. Changes are saved only when you act inside the demo.

Clenvision · CRM & Sales
Clenvision / EXPERIENCE

Bringing relationships into view.

Customer context. A clearer next step.

Opening your sample workspace
Temporary fictional sample · 2-hour session · Use fictional data only.
Clenvision · CRM & Sales
Fictional sample workspace · Changes save to the demo.

Fictional opportunities · local sample workspace · no external messages or payments

04 / PACKAGES & PRICING

The right setup.
Room to grow.

Choose the scope that fits your workflow. We agree the details before work begins.

One-time setup · starting prices in MYR.

START FOCUSED

Desk

For one person managing sales

RM1,490one-time setup · from
  • Give one sales owner a clear pipeline from enquiry to next step
  • Keep each customer’s context, conversation and next action together
See all package details
  • Bring up to 250 contacts into one reviewed CSV import
  • Keep your records portable, with a backup walkthrough and one handover
ADD A CONNECTION

Connected

For enquiries arriving from another system

RM3,490one-time setup · from
  • Keep the complete Desk foundation for your sales day
  • Capture enquiries from one agreed form or API without retyping
See all package details
  • Spot repeated enquiries from that intake before they clutter your pipeline
  • Test the intake end to end and give your operator a clear guide
BRING THE TEAM

Team

For a small team sharing the next step

RM6,900one-time setup · from
  • Give up to 5 agreed users the same Desk foundation
  • Keep one shared pipeline with two clearly agreed access roles
See all package details
  • Review one agreed report with the history behind each shared record
  • Role testing, team handover and backup rehearsal
Optional monthly support

Hosting and ongoing maintenance are quoted separately from setup, with scope and response times agreed in your proposal.

Need a hand choosing?

Scope & what happens next

Setup, hosting, maintenance, paid providers and extra migration are itemised in your proposal. Connected and Team scopes require implementation beyond the public foundation demo.

  1. Map your sales journey — Agree the stages, the information that matters and the owner of the next action.
  2. Configure a useful first version — Start with the smallest pipeline your business can actually use.
  3. Rehearse, then hand over — Review a complete journey together, train the operating owner and agree support.

The next good conversation should lead somewhere.

Let’s find the right next step

What’s on
your mind?

You don’t need a technical brief. Tell us what your business is trying to do.