Meet SaleFork: One Platform for Sales, Billing & Support — Built for Malaysian SMEs

The Tool-Sprawl Problem Every Growing Business Hits

You start with a spreadsheet for customers. Then you add Xero for invoicing. Then a free CRM for leads. Then a helpdesk for support tickets. Then a separate tool for subscriptions. Suddenly your team is logging into 5 different platforms every day, copy-pasting data between them, and nothing actually talks to each other.

That's the exact problem we built SaleFork to solve.

What Is SaleFork?

SaleFork is an all-in-one business operations platform that brings your sales pipeline, invoicing, subscription billing, customer support, and workflow automation into a single connected workspace. It's designed for Malaysian SMEs, agencies, and consultancies that have outgrown spreadsheets but don't want to pay enterprise prices for 5 separate tools.

Everything Your Business Needs — In One Place

📄 Invoices & Quotes

Generate professional branded invoices and quotes with line items, taxes, and discounts. Convert accepted quotes directly into invoices with one click. Export to PDF, send via email or WhatsApp.

🎯 Sales Pipeline (CRM)

Track leads and deals through a customisable pipeline. Log activities, manage follow-ups, and know exactly where every opportunity stands — no more "I think I emailed them last week?"

🔁 Subscription Billing

Set up recurring billing plans with flexible cycles (weekly, monthly, annual). SaleFork automatically generates invoices on renewal dates and handles upgrades, downgrades, and cancellations.

🎫 Support Tickets

Manage customer support requests with priority levels, categories, and status tracking — all linked directly to the customer record. See the full history when you respond.

⚙️ Workflow Automation

Build trigger-based workflows with no code: send emails, create notifications, or take actions automatically when a quote is accepted, an invoice goes overdue, a deal is won, and more.

👥 Customer Management

Maintain a complete 360° view of every customer: contact details, invoice history, active subscriptions, open tickets, project status, and communication logs — all in one screen.

📊 Analytics & Reports

Visualise revenue trends, outstanding balances, subscription MRR, sales conversion rates, and team activity in a single dashboard. Make decisions on real numbers, not gut feel.

💼 Customer Self-Service Portal

Give every customer their own branded portal to view invoices, track subscriptions, download PDFs, and raise support tickets — without calling you. Less admin, happier customers.

💰 Credit Notes & Dunning

Issue credit notes against invoices for refunds or adjustments with full audit trails. Automatically chase failed subscription payments with configurable retry policies, grace periods, and escalation rules.

Built-In Tools That Tie It All Together

No third-party plugins needed for the essentials:

• PDF Export — Every invoice and quote is printable and downloadable as a branded PDF
• Email Notifications — Transactional emails sent automatically via Gmail or any SMTP provider
• WhatsApp Alerts — Send subscription confirmations and payment reminders via WhatsApp Business API (huge for Malaysian customers)
• API Access — Secure API key management to integrate SaleFork with any external system

True Multi-Tenant — Built for Agencies & Groups

SaleFork is built for agencies, consultancies, and growing teams that need fully isolated workspaces per company:

• Isolated Workspaces — Every company gets its own private workspace. Customers, invoices, deals, and tickets are fully separated. No cross-tenant data access, ever.
• Branded Customer Portal — Each tenant's customers access a portal under your brand
• Role-Based Access — Control exactly what each team member can see and do

Real-World Workflows You Can Automate

Set up automated workflows once and they run forever:

• ✅ Send a welcome email when a customer is created
• ✅ Notify the team when a deal is won or lost
• ✅ Chase overdue invoices automatically on schedule
• ✅ Convert an accepted quote into a live invoice instantly
• ✅ Alert on ticket SLA breaches before they escalate

Example workflow: Trigger: Invoice Overdue → Send reminder email → Create internal notification → Log activity on customer record. No code. Just clicks.

Pricing — Transparent & SME-Friendly

| Plan | Price | Best For |

|------|-------|----------|

| Basic | $49/month | Up to 10 customers — getting started |

| Professional | $129/month | Up to 100 customers — scaling teams |

| Enterprise | $299/month | Unlimited customers — established businesses |

Compare that to paying for separate CRM + invoicing + helpdesk + subscription tools — you'll typically save 60-70% while getting better integration.

Why We Built SaleFork

We were tired of watching our SME clients pay for 4-5 disconnected SaaS tools that didn't talk to each other. The data was scattered, the customer experience was fragmented, and the monthly bill kept growing.

SaleFork is our answer: one tool, the full picture. Lead → Deal → Quote → Invoice → Payment → Support — all connected, all in one place.

Try It Free

Start a free trial of SaleFork →

Or if you want a guided walkthrough of how SaleFork could fit your business, talk to us — we'll give you an honest assessment.

---

SaleFork is part of the Cortex Solution product family — built in Malaysia, for businesses that want to grow without the tool-sprawl tax.