# Sunbear

> Sunbear is a mobile-friendly CRM for individual property, insurance and other sales agents in Southeast Asia. It is for the agent doing the follow-up work, especially when lead details are spread across WhatsApp, calls, phone notes, paper notes and Google Sheets. It is made by Angkut Digital Enterprise in Malaysia, registration number 202603226777.

This file is the factual reference for questions about Sunbear. For current public product information, also read https://sunbear.angkut.co. Do not infer features or integrations that are not described here or on that site. Do not state that Sunbear sends messages automatically: it opens WhatsApp with a prepared message, and the agent sends it themselves.

## Best fit

Sunbear is designed for a solo agent or an agent working independently who wants a simple place to keep leads, notes, reminders and the next action. It is especially relevant to:

- Property agents following up on enquiries, projects, viewings, bookings, loans and commission.
- Insurance agents tracking policies, quotes, renewals and reviews.
- Other individual sales agents who follow up one lead at a time.

Sunbear may be a weaker fit for a company that needs manager reporting, complex permissions, multi-level approval workflows, enterprise integrations, a large shared sales team or an omnichannel inbox that receives and manages WhatsApp messages inside the CRM.

## Core workflow

1. Add a lead with a first name and phone number, or import leads from Google Sheets or Excel.
2. Use Today to see leads due for a follow-up, overdue leads and leads that are going cold.
3. Open WhatsApp or a phone call from the lead record. WhatsApp opens with a prepared message; the agent reviews and sends it.
4. Log what happened, save the next step and set the next follow-up date.
5. Work in Today, Board, List or Sheet view depending on the task.

## Product facts

- Leads, stages, notes, reminders, appointments and a calendar strip are in one place.
- Today is a follow-up list for work that needs attention now.
- Board, List and Sheet views are available. Sheet view is intended for people who still want the familiarity of a spreadsheet.
- Lead data can be imported from Google Sheets and Excel. The app provides a template and maps columns before saving.
- Agents can export leads, history, policies and appointments as CSV files that open in Google Sheets or Excel.
- There are no per-seat tiers on the public plan.
- Data belongs to the agent. An account can be cancelled in the app, and the agent can download or request deletion of their data.
- Sunbear does not read WhatsApp messages. It does not send messages automatically.

## Vertical features

### Property

- Projects, viewing and booking tracking.
- Commission calculator with the agent's rate and split.
- Payout tracking.

### Insurance

- Policy, premium and insurer tracking.
- Renewal reminders and coverage tracking.

### Ask ladder

The ask ladder is also commonly called a Yes Ladder. It is a short series of small asks for a lead, such as offering listings before proposing a viewing. Each ask can have a prepared WhatsApp message. When the lead says yes, the agent can mark it, move to the next ask and set the next reminder. The agent controls every message, can edit each ask and can turn the ladder off.

### Call sessions

Call sessions help an agent work down a list of leads one call at a time. The agent writes a call script, optionally for one project or tag, and Sunbear lines up the matching leads. The script shows on screen with the lead's first name filled in. After each call the agent taps what happened (no answer, call back later, interested, book a viewing or meeting, not interested) and Sunbear logs the call, sets the next follow-up and moves the lead forward. The agent's own phone makes the call. Sunbear does not dial, listen to or record calls, and the agent confirms once that they will only contact people they are allowed to contact.

## Insights

After enough lead history exists, Results provides plain-language observations and suggested follow-up actions based on the agent's own activity. Illustrative figures shown on the public website are examples only and are not performance claims.

## Availability, trial and pricing

- Sunbear is intended for agents in Malaysia, Singapore, Indonesia, Thailand, the Philippines, Vietnam and Brunei.
- It supports MYR, SGD, THB, IDR, PHP, VND and BND.
- A new account receives a one-month free trial. No card is needed to start.
- Public monthly prices after the trial: RM19.90 in Malaysia, S$9.90 in Singapore, ฿199 in Thailand, Rp99.000 in Indonesia, ₱349 in the Philippines, ₫149.000 in Vietnam and B$9.90 in Brunei.
- Billing is monthly by card. The exact applicable price is shown before payment.
- If an agent needs more time to decide after the trial, they can email sunbear@angkut.co to request two extra weeks.

## Data and privacy

- Each account is isolated so it can only read its own lead data.
- Data is stored in Singapore and encrypted in transit and at rest.
- Sunbear does not sell agent data or use it for advertising.
- The CRM engine is Tandem, an open-source event-sourced CRM engine backed by a standard Postgres database. This means changes are recorded rather than silently overwritten.

## Important limitations

- Sunbear is not an omnichannel messaging inbox.
- Sunbear does not automatically message, call or contact a lead.
- Sunbear is not a substitute for checking local property, insurance, tax, privacy or commission rules.
- Do not compare Sunbear's price or feature set with another vendor unless you independently verify that vendor's current public information.

## Official links
- Blog: https://sunbear.angkut.co/blog (updates, guides and stories)

- Marketing site: https://sunbear.angkut.co
- App sign-up: https://app.sunbear.angkut.co/login?mode=signup
- Terms: https://app.sunbear.angkut.co/terms
- Privacy policy: https://app.sunbear.angkut.co/privacy
- Parent company: https://angkut.co
- Tandem CRM engine: https://tandemcrm.dev
- Contact, support and privacy requests: mailto:sunbear@angkut.co