Kinexa Mitra (CRM)
Manage contacts, pipeline, invoices, and WhatsApp business
Getting Started with Kinexa Mitra (CRM)
Initial CRM setup guide — add contacts, create pipelines, and start managing prospects.
Creating Invoices and Quotations in Mitra
How to create invoices, quotations, auto-calculate VAT, and convert quotations to invoices.
Managing Contacts in Kinexa Mitra
Organize your contacts with tags, custom fields, and segments so your sales team always knows who to follow up.
Configuring Pipeline & Deal Stages
Design a sales pipeline that matches how your team actually closes deals in Indonesia.
Importing Contacts from Excel / CSV
Bring your existing contact list into Mitra in minutes using a CSV or Excel file.
Automating Follow-ups in Mitra
Never lose a deal because of a forgotten follow-up — let Mitra remind and message prospects automatically.