What is a CRM, and does a small business need one?
A CRM keeps every enquiry, customer and follow-up in one place. You need one when enquiries come from more than one channel, more than one person replies to customers, or leads get forgotten. If you're a one-person business replying from one phone, WhatsApp Business and a notebook may be enough for now.
How much is Transfomind CRM?
RM199 a month for up to 3 users, RM399 for up to 10 and RM799 for up to 25, per business, plus a one-off RM1,290 setup that we do for you: your stages, your contacts imported, your email and website form connected, and a training session. Every plan includes AI credits each month. With a new Business website, the CRM setup is RM500, so that bundle is RM1,790 to start and RM348 a month with Website care.
Can it use my existing WhatsApp number?
Yes, through Meta's WhatsApp Business Platform. Your business needs to be verified with Meta, and on the call we check how your current number can be moved across and plan the switch with you. WhatsApp is an add-on on the Team plan and included on the Business plan. Meta's message fees are passed on at cost.
Will the AI say something wrong to my customers?
It only answers from the information you give it and the answers you've approved. You choose whether it only drafts replies for your staff or sends by itself, and in auto mode it only sends when it's sure. Anything on your hand-over list, like discounts or complaints, goes to a person. It also tells customers it's an AI assistant.
How long does setup take?
We aim to finish within 5 working days of getting your contacts and details. Then there's a 1-hour training session for your team and a check-in after 2 weeks.
Do I need a CRM or a business system?
Choose the CRM when what you need is enquiries, customers and follow-ups in one place for your team, with AI help on replies. Choose a business system when you also want your daily operations run for you, like bookings, class fees and attendance, progress claims or stock. A business system has a CRM built in, so you never need both. If you start on the CRM and move to a business system later, your customer records come with you.
Is there a free trial?
Not at the moment, because the setup is done for you. Instead, we show you the CRM working with sample data on a free 30-minute call, so you can see it before you decide.
Who owns the data, and can I leave?
You do. Each company only sees its own data, hosted in Singapore, and owners can export everything at any time, including when you leave.