Manage customers and contact history
AdSys CRM stores customer profiles, contact history and the sales pipeline in a shared business system, replacing customer data scattered across individual salespeople’s Zalo accounts and spreadsheets.
Price range: VND 15 – 50 million+
Signs you need this
- When a salesperson leaves, contact history, phone numbers and negotiation details disappear
- You cannot see how many deals are active, their value or who owns them
- Returning customers ask about previous conversations that new staff know nothing about
- Quote follow-ups depend on memory, and one missed reminder can lose a deal
- You have at least 2 salespeople who need a shared customer workspace
- Your sales cycle includes quotes, negotiation and closing, with multiple pipeline stages
- You want customer data owned by the company rather than individual staff
- A solo owner-salesperson with few customers can still manage with a notebook
- One-off sales without ongoing customer care or follow-up offer limited benefit from CRM
What this package includes
- Complete customer profiles with contact details, interaction history and salesperson notes
- A real-time pipeline covering initial contact, quotation, negotiation and closing
- Automatic follow-up reminders on agreed dates
- Salesperson and team permissions, with full visibility for the owner
- Import existing customer data from Excel during implementation
Core modules
Contact details, interaction history and notes
Track deal stages, value and closing probability
Automatic reminders on the agreed customer contact date
Owners see everything; salespeople see their own customers
Our process
- Review the sales processWeek 1
Confirm pipeline stages and existing customer data
- Import existing dataWeeks 1–2
Move customer lists from Excel and Zalo into the new system
- Build the CRM and pipelineWeeks 2–3
Configure stages to match the actual sales process
- Training and trialWeeks 3–4
Train salespeople and run a 1–2-week trial before launch
- HandoverWeek 4
Go live with issue support for the package support period
Pricing
CRM Starter
- Customers, leads and sales pipeline
- Customer care history and tasks
- Unlimited users
- 30 days of support
CRM Business
- Everything in Starter
- Quotes and sales dashboard
- Detailed team permissions
- Automated follow-up reminders
- 60 days of support
CRM Pro
- Everything in Business
- Industry-specific workflows
- Direct connections to LeadFlow, SalesFlow and Business OS
- 90 days of support
Prices marked "from" cover the standard package scope. Your quote is confirmed after our first discussion and stays fixed throughout the project.
Related
Other AdSys products
Automate the steps to close a sale
Automate quotes, contracts and payment reminders so salespeople can focus on customers instead of paperwork.
Customer PortalA dedicated customer area
Customers view services, orders and invoices and open tickets themselves — the adsysteam.com customer portal is built on this model.
AdSys LeadFlowCapture leads across channels and respond within minutes
Bring Facebook, Zalo, Google and website leads into one system, score them and respond automatically while interest is high.
Not ready for a full implementation? Start with a ready-made workflow
Zalo customer care sequence
New buyers automatically receive thanks, instructions, and timely repeat-purchase reminders through Zalo OA.
n8n workflow · 1,990,000 VNDB2B service lead qualification system
A form or quiz scores leads: hot leads trigger a Zalo alert within 5 minutes, while colder leads enter an email nurture sequence.
Related specialist services
Custom CRM software
A CRM that fits your business, without reshaping your business to fit the software.
ServicesCRM FOR LANGUAGE CENTERS
Manage admissions inquiries, student records, and re-enrollment follow-ups in one system.
ServicesCRM FOR STUDY ABROAD CONSULTANCIES
Track inquiries, study abroad applications, and follow-ups throughout each case.
Frequently asked questions
Can existing Excel customer data be imported?
Can salespeople see each other’s customer data?
How is this different from off-the-shelf CRM?
Can it receive leads directly from Zalo and Facebook?
Or explore 4 complete packages if you need more than one product.