Foxel Demo / Modul 6 — CRM & Customer PortalModule 6 — CRM & Customer Portal
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Foxel
Modul 6

CRM & Customer Portal — buyer relationship sebagai aset tracked.CRM & Customer Portal — buyer relationships as tracked assets.

7 modul Foxel CRM (Buyer, Pipeline, Quotation, Contract, Shipment, Price Settlement, Communication) + Customer Portal external untuk buyer lihat status shipment, download COA, genealogy. Pain yang disolve: kehilangan kontrak karena follow-up lost, dispute harga HBA manual, buyer self-service.7 Foxel CRM modules (Buyer, Pipeline, Quotation, Contract, Shipment, Price Settlement, Communication) + external Customer Portal for buyers to view shipments, download COAs, genealogy. Solves: lost contracts from poor follow-up, manual HBA-pricing disputes, buyer self-service.

Cerita Mei 2026 · TNB + EVNMay 2026 story · TNB + EVN
Ibu Siti (CFO) dan Ir. Raden (Dir. Commercial) kelola 10 kontrak aktif + 2 pipeline. TNB minta amendment PO-2026-042 (additional 50k t), EVN Vietnam signing 15 Mei, price settlement April selesai. TNB buyer rep Mr. Raj login Customer Portal untuk cek sendiri.Mrs. Siti (CFO) and Mr. Raden (Director Commercial) manage 10 active contracts + 2 pipeline. TNB requests PO-2026-042 amendment (additional 50k t), EVN Vietnam signs 15 May, April price settlement finalised. TNB buyer rep Mr. Raj logs into the Customer Portal himself.
6 Scene — Kelola Buyer Lifecycle6 Scenes — Buyer Lifecycle Management
Scene 0 · 11/5 08:00

Pipeline KanbanPipeline Kanban

8 buyer aktif + 3 negotiating + 2 cold lead. Drag-drop ke tahap next.8 active buyers + 3 negotiating + 2 cold leads. Drag-drop between stages.

 Scene 1 · 11/5 10:00

Quote Builder HBAHBA Quote Builder

Generate price quote dengan HBA index + CV/TM adjustment + margin lock.Generate price quote with HBA index + CV/TM adjustments + margin lock.

 Scene 2 · 12/5 14:00

Contract AmendmentContract Amendment

TNB PO-2026-042 amend +50k t. Version control + BSrE re-sign.TNB PO-2026-042 amended +50k t. Version control + BSrE re-sign.

 Scene 3 · 15/5 11:00

EVN Vietnam SigningEVN Vietnam Signing

Pipeline menjadi contract. 300k t 5 shipment. DocuSign + BSrE dual-sign.Pipeline → contract. 300k t 5 shipments. DocuSign + BSrE dual-sign.

 Scene 4 · 18/5 16:00

Price Settlement AprilApril Price Settlement

Index HBA final Mei dipublish. Rollup final invoice 4 shipment April.May's final HBA index published. Roll-up final invoice for 4 April shipments.

 Scene 5 · 20/5 09:00

TNB Customer PortalTNB Customer Portal

Mr. Raj Hariharan login TNB portal. Self-service lihat shipment, COA, genealogy, pay invoice.Mr. Raj Hariharan logs into TNB portal. Self-service shipment view, COA, genealogy, invoice pay.