From Lead to Payment in One Seamless Workflow
Customer clicks "Accept" on your quotation? Booking and invoice created instantly. No more copy-pasting between spreadsheets. Everything flows from lead to payment in one system.
Smart Lead Management
Got an enquiry from WhatsApp, Facebook, or walk-in? Add it as a lead and drag it through your Kanban board. Set reminders so you don't forget to follow up. When they're ready to book, convert with one click.
How It Works
From first enquiry to final payment
Lead Management
- ✓Kanban pipeline with drag-and-drop
- ✓Status: New → Contacted → Quoted → Won/Lost
- ✓Automated follow-up reminders
- ✓Assignment to team members
Faster Quotation Flow
- ✓Professional branded quote templates
- ✓Instant booking + invoice on acceptance
Cleaner Sales Funnel
- ✓Leads stay leads until they accept
- ✓Customers created only on real buying intent
- ✓Clean customer database, better reporting
- ✓Professional booking reference numbers
Invoice Generation
- ✓Seamless invoice creation from bookings
- ✓Select classification codes
- ✓Up‑to‑date payment status
- ✓Receipt generation and attachments
Quotations That Close Faster
Customer accepts? Booking and invoice ready instantly
Instant Acceptance Flow
- ✓Customer clicks "Accept" → done in seconds
- ✓Booking created automatically
- ✓Invoice generated instantly
- ✓No manual steps required
Background Processing
- ✓Heavy tasks run behind the scenes
- ✓Customers see fast response times
- ✓No waiting for document generation
- ✓Smoother customer experience
Smart Reminders
- ✓Quotation expiry (3-day advance)
- ✓Payment overdue notifications
- ✓Booking confirmations
- ✓Intelligent follow-up timing
Performance Tracking
- ✓See exactly how fast quotes convert
- ✓Acceptance rate monitoring
- ✓Pipeline overview at a glance
- ✓Complete audit trail
Why This Matters
Less typing, fewer mistakes, faster closing
No More Copy-Paste
Customer details flow from lead to quotation to booking to invoice. Type it once.
- ✓Customer details auto-populate
- ✓Service items carry forward
- ✓Pricing automatically transfers
Fewer Mistakes
When you're not copying between spreadsheets, you make fewer typos. Prices stay consistent.
- ✓Consistent customer information
- ✓Accurate pricing throughout
- ✓Professional documentation
Close Faster
Send a quote in minutes, not hours. When they accept, you're ready to go.
- ✓Instant quote generation
- ✓One-click conversions
- ✓Automated communications
See Everything
Know exactly where each lead is in your pipeline. No more "did I follow up with that customer?"
- ✓Pipeline overview
- ✓Status at a glance
- ✓Performance metrics
The Result
In a busy travel agency, it usually starts with one enquiry, then you jump between notes, WhatsApp chats, and reminders just to keep the lead moving. This page is about using workflow automation to keep every lead, follow up, and next action in one place, so you respond faster, stay organised, and convert more bookings in Malaysia without piling admin onto your team.
More Features
Ready to Connect Your Workflow?
See how lead → booking → invoice fits together in WauHub.