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.
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.
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.