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Part of VietPOS ERP System CRM Module · Customer Management

Keep every customer — no lost leads, no data loss when sales staff leave

360° customer profiles, lead & pipeline management, centralised multi-channel care, and marketing automation — integrated with orders and receivables from ERP so sales teams sell more on a single data source.

360°
Complete customer profile
Pipeline
Stage-by-stage sales funnel
Multi-channel
Zalo OA · email · SMS · hotline
Integrated
Orders & receivables from ERP
CRM delivers
  • Zero lost leadsEvery lead enters the funnel with auto follow-up reminders on time
  • Retain customer dataSales staff leave — customers stay with the company
  • Measure every channelKnow which lead source and which salesperson generates revenue
Three gaps draining your business

Customers are assets — but they are scattered and easy to lose

Lost leads — nobody follows through

Customers message on Zalo, call the hotline, fill in forms on the website — all in separate places. A busy salesperson forgets to call back, and days later the customer buys elsewhere.

Advertising spend wasted attracting leads only to lose them · unknown conversion rates · silent revenue leakage.

Sales staff leave — taking customer data with them

Customer data lives in the salesperson's phone and notebook. When they leave, the entire interaction history, debt records, and care schedule go with them — handover is piecemeal.

Years of customer relationships lost · new hire starts from zero · risk of data leaking to competitors.

No visibility into which channels or people perform

Money poured into Facebook, Zalo, Google but no idea which channel generates orders; no way to tell which salesperson is coasting and which is carrying the numbers.

Marketing budget allocated by gut feeling · no transparent basis for sales incentives · hard to forecast revenue.

CRM Capabilities

From lead to loyal customer — on one data pipeline

360° Customer Profiles

Contact info, purchase history, receivables, and all multi-channel interactions in one screen — enabling personalised service and care.

Lead & Pipeline Management

Collect leads from website, Zalo, hotline, and events into one funnel; drag-and-drop by stage with probability-weighted revenue forecasting.

Zero lost leads

Centralised Multi-channel Care

Zalo OA conversations, email, SMS, and calls consolidated per customer — no misses, no duplicates, with complete history.

Marketing Automation

Segment customers by behaviour; automatically send schedule reminders, birthday greetings, promotions, and re-marketing campaigns via Zalo/SMS/email.

Win back past customers

Task Assignment & Follow-up Reminders

Assign care tasks to sales reps, trigger timely callbacks, log outcomes of each interaction — managers track progress in real time.

Integrated Sales & Receivables

Orders, credit limits, and receivables from the Sales module appear directly in CRM — sales reps advise and chase payments on the same data.

Who is it for?

Businesses that treat customers as long-term assets

Consultative multi-touch sales

Customers need multiple consultations before closing (B2B, projects, high-value deals) — pipeline tracking and follow-up are essential.

Repeat / subscription customers

Spas, gyms, distributors, services — automated care keeps customers returning and increases repeat purchases.

Sales teams of 5–50 people

Need lead distribution, per-rep KPI measurement, and centralised customer data not tied to individual people.

High marketing spend

Need to measure lead source and conversion rates to allocate marketing budgets effectively.

How many leads are you losing each month?

Leave your contact — VietPOS will demo the pipeline & multi-channel care, and advise on centralising customer data and measuring sales-marketing effectiveness.

Chat on WhatsApp — 84935498384
  • Pipeline & 360° customer profile demo
  • Connect Zalo OA, SMS, email
  • Integrated with ERP orders & receivables

Request a quote

Free consultation · Reply within 30 mins

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FAQ

Frequently asked questions

Which channels does CRM collect leads from?

Website forms, Zalo OA, hotline, email, events, and manual entry — all funnel into a single pipeline, automatically assigned to the responsible salesperson with on-time follow-up reminders so no lead is missed.

What happens to customer data when a salesperson leaves?

All customer profiles, interaction history, receivables, and care schedules reside on the company system — not on personal devices. When a salesperson leaves, you simply reassign ownership and customer relationships remain intact.

Is CRM integrated with the Sales and Receivables modules?

Yes. CRM is part of the VietPOS ERP system, so orders, credit limits, and receivables from the Sales module appear directly inside the customer record — sales reps can advise, upsell, and chase payments on the same data.

Does CRM support automated customer care?

Yes. You segment customers by behaviour and configure automation scenarios — schedule reminders, birthday messages, promotions, and re-marketing campaigns sent via Zalo OA, SMS, or email.

Can I measure marketing and sales effectiveness?

Yes. CRM reports show lead source, conversion rate by channel, and individual sales performance (leads handled, close rate, revenue) — providing a transparent basis for budget allocation and performance-based incentives.