Introduction

This user guide explains how to prepare your documents of Flavor CRM and how to complete your Productivity Solutions Grant (PSG) Claim Submission through the Business Grants Portal (BGP).

Flavor CRM helps you collect, organize, and download all necessary details (invoices, receipts, usage report, quotation, etc.).

The actual claim submission is done on the Business Grants Portal.

PSG Claim Submission Steps (Business Grants Portal)

Now that all Flavor CRM documents are ready, log in to the Business Grants Portal to submit the claim.
Link – https://www.apply.gov.sg/grants/business
Click on BGP 

Step 1: Login to Business Grants Portal

1. Go to the BGP website.
2. Login using SingPass.
3. Navigate to My Grants → Claims.
4. Click File New Claim.

Step 2: Select Your Approved PSG Project

1. Select the approved Flavor CRM PSG application.

2. Click Proceed.

Documents to Prepare in Flavor CRM

Before submitting the claim in BGP, gather the following documents from Flavor CRM:

✔ 1. Tax Invoice

Download the official Flavor CRM invoice issued to your company.

✔ 2. Bank Statement

Full page of the bank statement showing:

• Account holder’s name
• Payee’s name
• Payment date and amount

Document must be exported from desktop internet banking and unedited, not masked/cropped/folded.

✔ 3. Bank/Transaction advice (Receipt of Flavor CRM)

Payment receipt or transaction proof after subscription payment is completed.

✔ 4. Purchased Order or Signed Acceptance of Quotation/Contract(Quotation provide by Flavor CRM).

The signed quotation used in the original PSG Grant application.

✔ 5. Deployment Proof (Usage Report).

A Usage Report is a detailed summary that shows how the system or software is being used over a specific period. It includes information such as user activity, frequency of login, features accessed, tasks performed, and overall system engagement. The report helps demonstrate that the solution has been actively deployed and utilized within the organization.

✔ 6. Pictures

• Licence number(s) of software and/or serial number(s) of hardware if don’t have any than please upload the blank document.

✔ 7. Other Documents(Blank Document).

For other document section you will required a blank document to be uploaded.

All the files you submit must not exceed 50MB.

Step 3: Contact Details

1. Confirm your contact information.
2. Update if needed.
3. Click Next.

Step 4: Enter Claim Information

Fill in the required fields based on your Flavor CRM project:

If you don’t have software license number or hardware serial number you can write “NA” in that section.

Upload Documents:

• Invoice from Flavor CRM
• Receipt / proof of payment
• Bank statement with transaction highlighted
• Deployment proof (Screenshots from Flavor CRM about Usage Report)
• Contract/quotation (Put the Signed quotation)

Payments Section:

• Select payment method (Bank Transfer, Card, etc.)
• Upload supporting transaction documents
• Upload a blank document under ‘Other Documents’, and if you do not have the license number, upload a blank document under ‘Pictures’ as well.

Click Next.

Step 5: Business Outcomes

Enterprise Singapore will require details such as:

• How Flavor CRM improved your workflow
• Any productivity improvements
• Cost savings
• Time saved in operations

Cost Savings

How much do you expect your costs to reduce?

For example, you may enter 25%, 30%, or 40% based on your actual usage and review..

Productivity Gains

What task will be more efficient with the new solution?

For E.g.:- This is just for reference

• Client management, sales tracking, and task coordination. You can choose one or combine several depending on the business.
• Flavor CRM reduces manual administrative work, eliminates spreadsheet-based processes, and lowers operational overhead.

How much more efficient is this task now?

For example, you may enter 25%, 30%, or 40% based on your actual usage and review..

Explanation: (Sample text)

For E.g. :-  Sales teams save time using automated workflows, lead tracking, and centralized customer information.

How much is the reduction of man-hours for this task with the solution?

For example, you may enter 25%, 30%, or 40% based on your actual usage and review..

Reasoning: (Sample text)

For E.g. :- Flavor CRM automates follow-ups, activity reminders, and reduces time spent on manual data entry and coordination.

Explanation (If projections have changed, tell us why.)

Sample text 

For E.g. :-  After using Flavor CRM, we observed actual improvements in operational efficiency. The automation of client follow-ups, centralized customer database, and integrated task management reduced manual processes significantly. The projected gains were adjusted based on actual system usage and improved workflow performance.

In shorter version

For E.g. :- Improved due to automation, centralized data, and reduction of manual admin work.

Fill these in clearly and accurately.

Click Next.

Step 6: Declaration & Submission

1. Review your claim.
2. Accept declarations.
3. Click Submit Claim.

Your PSG Claim will now be sent for processing.