Caristic CRM Prototype

Referral score 0 No successful referrers yet

Top employee

June commission race

Live

Action center

Director attention list

Priority

Today

Appointments and payment focus

Time	Customer	Vehicle	Job	Status	Amount

Data

Backup and restore

Local browser data

This live-ready prototype stores settings and entries in this browser. A full live system would move this data into a secure database.

Database

Customer and vehicle records

Customer	Contact	Source	Salesperson	Car Plate	Car Model	Service	Referral	Complaints	Maintenance	Actions

Customer profile

Required fields

Member IDNamePhoneEmailBirthdayAddressSource SalesAssigned salespersonMultiple cars per clientCar plateCar brandCar modelCar yearService per carMaintenance required per carMaintenance due trackingPurchase historyMember promo codeSuccessful referralsReferred revenue

Warranty profiles0Active NFC customer links

Active warranties0Across all customer vehicles

Expiring soon0Within the next 90 days

Maintenance due0Manual due date reached

Warranty directory

Customer NFC warranty profiles

Customer	Vehicles	NFC Code	Warranty Records	Profile	Actions

Bukku revenueRM 0

Paid invoicesRM 0

UnpaidRM 0

Average ticketRM 0

Revenue by service

Automotive service mix

Bukku auto sync

Appointments

Caristic Service Schedule

Date	Time	Customer	Vehicle	Job	Assigned	Status

Fast fitment entry, monthly record check, and payment QR.

Total fitments0Recorded tags

Linked clients0Matched plates

Today0Records today

Inventory menu

Choose inventory section

Inventory list

Current stock balance

Category	Item	Brand	Qty	Meters	Cars Left	ML	Alert	Status	Action

History

Stock movement records

Date	Movement	Category	Item	Qty	Meters	Cars Left	ML	Staff	Remark

Alerts

Low stock items

Category	Item	Brand	Qty	Meters	Cars Left	ML	Alert

Window tint

Tint usage presets

Coverage area	Small	Medium	Large

Meters of film used for each coverage area and vehicle size. Every box needs a value above 0.

Monthly summary

Worker KPI and commission overview

Current Month

Worker entry

KPI and commission board

1 Vehicle 2 Job items 3 Review

Step 1

Vehicle details

Plate number Car model Date Worker

Step 2

Search and add job items

Search job item

Selected items RM 0

Step 3

Review commission total

Total selected commissionRM 0

Job list

My submitted jobs

Current Month

Date	Plate	Model	Job scope	Worker	Gross Comm	KPI	Nett Comm	Status	Action

Job KPI

KPI score and director comments

Worker job scope Job Workmanship Quality / 40 Efficient / 20 Attitude / 20 Customer Review / 20 Workmanship comment Efficient comment Attitude comment Customer review comment

Date	Worker	Plate	Job	Workmanship	Efficient	Attitude	Customer Review	Total KPI	Comment

Evidence & Appeals

KPI evidence and worker appeals

PTS

Available Points0RM10 = 1 point

IS

Points Issued0Total earned to date

OK

Successful Referrals0Completed and qualified

RM

Referred RevenueRM 0Revenue from referrals

D

Redeemed Points0Points already redeemed

P

Pending Referrals0Awaiting payment or target

Six-month performance

Referral momentum

All time

Advocacy health

No successful referrers yet

0Starting

The score counts customers whose referral completed payment at Caristic.

Points redeemed0 of 0

Latest activity

Recent referrals

Referral tools

What would you like to do?

Lead performance

Lead Enquiry Dashboard

ABC Sales AI Webhook receiver ready Waiting for the first verified enquiry event.

Not connected

Review queue

Enquiry List

This lead enquiry list is manual/import-ready now. Later WhatsApp Web and Sales AI can feed records here automatically before staff convert them into customers.

Date	Source	Client	Phone	Vehicle	Service	Status	Campaign	Stage	Next Action	Value	Actions

Insight

Best source

WhatsApp referrals bring the highest close rate at 44%.

Risk

Referral growth

Track paid referrals and turn customer advocacy into measurable revenue.

Service performance

Margin and demand analysis

New enquiry

Lead source analysis

Source	New enquiries	Converted	Conversion	Revenue value	Insight

Bukku bank ledger

Cash movement

Loading

Finance tracking

Cash flow ledger

Date	Reference	Contact	Description	Bank account	Money in	Money out

Shareholder Report

Monthly and yearly board view

Executive Summary

Overall business status

Financial Performance

Revenue, purchases and cash

Metric	This period	Previous period	Budget	Year to date

Cash Position

Cash movement

Working Capital

Receivables and payables

Business KPIs

Operating health indicators

Revenue Breakdown

Service contribution

Service	Revenue	% of Revenue

Growth Metrics

Revenue by month

Each bar is measured against the largest month shown. A month with no invoices has no bar of its own.

Risks

Key business risks and response

Strategy Update

Value creation initiatives

Decisions Needed

Items for shareholder approval

Defect tracking

Complaints & Defect

Prototype stores the photo file name only. Full live version should upload the image to secure storage.

Cases

Complaint case list

Case	Member ID	Client	Vehicle	Model	Defects	Invoice	Status	Photo	Action

Settings menu

Choose setting to edit

System rules

CRM settings

Access control

Employee management

Name	Username	Password	Status	Action

Deactivate workers instead of deleting them so past KPI and commission records stay correct.

Sign in

June commission race

Director attention list

Appointments and payment focus

Backup and restore

Customer and vehicle records

Required fields

Customer NFC warranty profiles

Automotive service mix

Caristic Service Schedule

New Fitment

Choose inventory section

Add or update inventory

Current stock balance

Stock movement records

Low stock items

Tint usage presets

Worker KPI and commission overview

KPI and commission board

Vehicle details

Search and add job items

Review commission total

My submitted jobs

KPI score and director comments

KPI evidence and worker appeals

Referral momentum

No successful referrers yet

Recent referrals

What would you like to do?

Lead Enquiry Dashboard

Enquiry List

Best source

Referral growth

Margin and demand analysis

Lead source analysis

Cash movement

Cash flow ledger

Monthly and yearly board view

Overall business status

Revenue, purchases and cash

Cash movement

Receivables and payables

Operating health indicators

Service contribution

Revenue by month

Key business risks and response

Value creation initiatives

Items for shareholder approval

Complaints & Defect

Complaint case list

Choose setting to edit

CRM settings

Worker job scope rates

Employee management

WhatsApp message templates

PPF 30-Day Follow-Up Templates

Service scheduling

Default time by job scope

Public holidays and one-off closures