Spin up a simple CRM
Create a CRM to track sales leads. Each lead should have a contact name, company, phone, email, deal value and a status (New, Contacted, Quoted, Won, Lost). Give me a board view grouped by status so I can drag leads across stages.
Set up invoicing with SST
Set up invoicing for my business. Let me create an invoice, add line items with quantity and unit price, apply 6% SST, and email it to the customer as a PDF. Track which invoices are paid, due and overdue.
Issue a MyInvois e-invoice
Help me issue an e-invoice that is compliant with LHDN MyInvois for a sale to Acme Sdn Bhd, then submit it and store the validated response against the customer record.
Track stock across warehouses
Create a product inventory that tracks stock levels across two warehouses. Warn me when any item drops below its reorder point, and keep a running log of stock movements in and out.
Automate quote-to-invoice
When a quotation is marked 'Accepted', automatically create a draft invoice from its line items, notify the finance team, and add a follow-up task assigned to the salesperson due in 7 days.
Build a sales dashboard
Show me last month's sales by product category compared with the previous month as a bar chart, plus a total revenue figure and my top 5 customers by spend.
Staff leave requests
Build a staff leave system where employees request annual or medical leave, their manager approves or rejects it, and each employee's leave balance updates automatically. Email both parties when the status changes.
Read a supplier invoice
Read this supplier invoice PDF, extract the vendor, invoice number, date, line items and total, then match it to the right purchase order and flag any difference in the amount.
Purchase order approval flow
Create a purchase order workflow: a staff member raises a request, a manager approves it above RM1,000, the PO is sent to the supplier, goods are received, and the PO is matched to the supplier invoice before payment.
Customer support tickets
Set up a support ticket tracker with a title, customer, priority (Low, Medium, High), assigned staff and status. Email the customer a confirmation when a ticket is created and again when it is resolved.
These are starting points — edit the wording to match your business, then paste into SmartB Studio.