OS Module: CRM: Put CRM work inside your Business OS in 4–8 weeks
Manage pipeline, follow-up, scoring, invoices, quotations, and approvals.
We reply within 24 working hours. No commitment.
Swipe the diagram sideways
OS Module: CRM: a 5-stage pipeline, follow-up drafts, your approval before the invoice
// problems we solve
Problems we often find.
Buyers scatter across WhatsApp on 3 sales phones and private notes.
1 pipeline holds every buyer from WhatsApp, the web form, and ads. Each buyer gets 1 stage, 1 owner, and 1 follow-up date.
Follow-up runs late. The buyer already buys somewhere else.
The agent drafts a follow-up message for the stage and the schedule. The sales person reads the draft, then sends it. A buyer who misses the deadline moves to a watch list.
Staff build quotations and invoices by hand. Numbers often go wrong.
Quotations and invoices use pipeline data and your own template. 1 approved person signs off on each invoice before it goes out.
You cannot see who changed what in customer data.
Every agent action and staff action logs a time, a name, and the content. Access rights split by role: sales, admin, and owner.
// how it works
The steps we run.
Swipe the diagram sideways
Map stages and people
We read your current sales stages. We read your sample quotations, sample invoices, and your list of people with their access rights. We write the buyer flow from entry to close.
Output: A pipeline-flow document and an approved list of roles and access rights.Install pipeline and channels
We install the pipeline with your stages. We connect the WhatsApp Business API, the web form, and your ad sources. We write and test follow-up and scoring rules on sample data.
Output: The pipeline runs on sample data. Incoming messages log on their own.Quotes, invoices, approval gate
We install quotation and invoice templates. The agent drafts each one. An invoice goes out only after an approved person signs it off. The audit log stores every action.
Output: A test with a limited number of real buyers. An audit log you can read.Train team, hand over module
We train sales staff and admin staff on the pipeline. We write an SOP: who approves what, how to handle an escalation, and how to read the audit log. We hand over the module after 2 weeks of initial monitoring.
Output: An SOP, final access rights, and an initial monitoring report.// what you get
A clear scope. Useful handover.
Manage pipeline, follow-up, scoring, invoices, quotations, and approvals.
- CRM pipeline
- Follow-up and scoring
- Invoices and quotations
- RBAC, audit logs, and SOP
The format: a live CRM module in your account, a pipeline-flow document, an approval SOP, an access-rights list, and audit-log access.
// price and inclusions
What the price covers.
| Included | Not included | Billed apart |
|---|---|---|
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Ground rules
- Revision: 1 round of flow and template changes after the test with real buyers. A sales-stage change after handover needs a new quotation.
- Reschedule: kickoff and training can move up to 2 working days before the date. Work already done does not refund if you cancel.
- Data and access: customer data, accounts, and assets stay yours. Our access ends at handover. You keep read access to the audit log.
- Warranty limit: we guarantee the module runs the approved flow, not a sales count. The agent never sends a message or issues an invoice without the approval an SOP names.
What we guarantee
- We answer your message within 24 hours on a working day.
- Accounts, code, and data stay in your name from day 1.
- Every handover includes a test report or written notes.
- No renewal fee to Rama Digital. You pay domain, hosting, and third-party subscriptions to the vendor directly.
- A fixed price on this page is the price we invoice. A "From" price becomes fixed in the written quotation you approve.
// is this for you
Good fit for
- Your buyers are scattered across WhatsApp and private notes.
- You want replies, quotations, and invoices in 1 place.
- You have 2 or more sales people.
Not a fit for
- You only need readable ads. Choose Digital Marketing Setup.
- You need a custom application outside the modules. Choose Web Application Development.
What you prepare
- The sales stages you use today.
- Examples of the quotations and invoices you use.
- A list of people and their access rights.
What the price excludes
- Official WhatsApp and third-party tool fees.
- Old data migration outside the agreed scope of work.
How it differs: Web Application Development builds an application from scratch, while OS Module: CRM uses the existing CRM module.
// how this differs
Compare with other services.
| OS Module: CRM | AI Agent Ops Install | Web Application Development | |
|---|---|---|---|
| Duration | 4–8 weeks | 1–2 weeks | 6–8 weeks |
| Price | From IDR 25M | IDR 7.5–25M | From IDR 25M |
| Result | A pipeline, follow-up, quotations, and invoices with approval. | 1 installed agent with access limits and an audit log. | A custom application built to your design. |
| When to pick | Your sales flow fits the existing CRM module. | You need 1 agent only, not a full pipeline. | Your workflow does not fit an existing module. |
// evidence and sources
Evidence we checked.
The Meta WhatsApp Business Platform pricing document (updated 10 September 2026) states that from 1 October 2026 Meta charges service messages per message. Each business phone number gets 1,000 free service messages a month. Billing starts at message 1,001.
Meta for Developers, "Pricing on the WhatsApp Business Platform"Read 12 September 2026The same document states that from 1 October 2026 utility template messages sent inside the open 24-hour service window also get charged. Without a payment method, Meta delivers only the first 1,000 service messages each month.
Meta for Developers, "Pricing on the WhatsApp Business Platform"Read 12 September 2026A Rama Digital article from 2 September 2026 describes an agentic CRM. In that CRM, a change to money, access rights, important data, or a customer commitment needs approval. The system stores what it read, the plan, the tools it called, the approval, the result, and the escalation reason.
Rama Digital, "Agentic CRM vs Chatbot AI Biasa: Apa Bedanya untuk Bisnis?" (ID)Read 12 September 2026
- Agentic CRM vs a Basic AI Chatbot: What Is the Difference? (ID)
- Meta Changes WhatsApp Fees on 1 October 2026: Service and Utility Get Billed (ID)
- Odoo CRM and OpenClaw Integration for Disciplined Lead Follow-up and Stage Moves (ID)
- Feel-Felt-Found for WhatsApp Follow-up: 12 Templates You Can Use
Owner: Rama Digital team · Updated 12 September 2026
// definitions
Terms we use.
- CRM
- A CRM is a system that stores each buyer, their stage, the conversation history, the quotation, and the invoice in 1 place. Follow-up no longer depends on memory held by 1 person.
- Sales pipeline
- A sales pipeline is the stage order from a new buyer to a closed deal: new, contacted, quotation, invoice, and closed. Each stage carries 1 owner and 1 follow-up deadline.
- AI agent
- An AI agent is an AI program that runs a work step on its own, inside limits you set. In the CRM module, the agent drafts messages and logs actions. A risky action waits for approval. See in the glossary
- Webhook
- A webhook is an automatic message 1 system sends to another system the moment something happens, for example an incoming WhatsApp message. The CRM module uses a webhook, so a buyer logs without manual copying. See in the glossary
FAQ
What is OS Module: CRM?
OS Module: CRM is a Business OS module that runs your buyer pipeline, follow-up, scoring, quotations, and invoices. The price starts at IDR 25M. Setup takes 4–8 weeks. The module logs every agent action and staff action. It also asks an approved person to sign off before a message sends or an invoice goes out. This way, you keep control of the money and the customer data.
What does the agent do, and what waits for approval?
The agent reads incoming messages, logs data, and drafts follow-up messages and quotations. It never sends a message, issues an invoice, changes an access right, or makes a customer commitment on its own. Every one of those actions waits for 1 approved person to sign off, following the SOP we write together during setup.
Can this run without the full Business OS?
Yes. OS Module: CRM runs on its own, or as part of Rama Business OS. The full system covers marketing, sales, HR, and operations, and it starts at IDR 60M on the Business OS page. You can install the CRM module first, then add other modules whenever you are ready.
Are WhatsApp fees included in the price?
No. Meta bills WhatsApp Business API conversation fees directly, separate from the module price. From 1 October 2026, Meta charges service messages per message after 1,000 free messages per number each month. Utility template messages sent inside the 24-hour service window get charged from the same date.
How does OS Module: CRM differ from Web Application Development?
OS Module: CRM uses the existing CRM module. The price starts at IDR 25M, and setup takes 4–8 weeks. Web Application Development builds an application from scratch, to your design. Its price also starts at IDR 25M, but setup takes 6–8 weeks. Choose Web Application Development when your workflow does not fit an existing module.
Who from my team must take part?
You need 1 decision owner, 1 sales lead, and 1 admin for quotations and invoices. Each person spends about 2 hours a week during setup and training. A ready team speeds up kickoff, the test with real buyers, and handover in week 8.
Do you migrate my old data?
We migrate data only within the scope you approve at the start. Data outside that scope goes into the written offer on its own line, with a time estimate and a cost estimate. You decide which data must move before we start setup.
What are the revision and cancellation rules for OS Module: CRM?
You get 1 round of flow and template changes after the test with real buyers; a sales-stage change after handover needs a new quotation. Kickoff and training can move up to 2 working days before the date, and finished work carries no refund on cancellation. Customer data, accounts, and assets stay yours, and our access ends at handover. We guarantee the module runs the approved flow, not a sales count.
How do I start OS Module: CRM?
Send your current sales stages, sample quotations and invoices, and a list of people with their access rights. We reply within 24 working hours with the scope and a written offer. The final price follows the review, starting at IDR 25M for a 4–8 week setup.
// next step
1 pipeline, 1 approval before money moves.
Send your sales stages and a sample quotation. We reply within 24 working hours with the scope, a 4–8 week schedule, and a written offer from IDR 25M.
