AdSys SalesFlow

Automate the steps to close a sale

AdSys SalesFlow automates the steps after a deal enters the CRM: generating quotes and contracts from templates, reminding customers about payments and following up after closing to reduce repetitive paperwork.

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Price range: VND 8 – 35 million

Signs you need this

  • Salespeople spend 15–30 minutes preparing each quote or contract from scratch
  • Customers pay late because nobody reminds them until accounting reviews the month
  • Closed orders have no one tracking subsequent delivery or implementation
  • Your CRM is disconnected from manually prepared quotes and contracts
A good fit for
  • You have a CRM or a clear pipeline and want to automate quotation through payment
  • Quotes and contracts use stable templates with only a few customer-specific changes
  • You want less sales paperwork and more time for customer conversations and closing
Not a good fit for
  • No CRM or clear sales pipeline — implement AdSys CRM first, as SalesFlow needs deal data
  • Every order has completely different contract terms that cannot share a template

What this package includes

  • Generate quotes from templates with customer and product details from the CRM
  • Generate contracts from templates and send them for online signing
  • Send due-date payment reminders without relying on manual accounting reviews
  • Follow up automatically after closing to encourage repeat business
  • Synchronize deal status with AdSys CRM in real time

Our process

  1. Review document templates

    Confirm existing quote and contract templates and payment processes

    Week 1
  2. Build automatic workflows

    Configure quote generation, contracts and payment reminders

    Weeks 1–2
  3. Connect the CRM

    Synchronize deal data between the CRM and SalesFlow

    Weeks 2–3
  4. Trial run

    Run alongside the existing process on several real orders

    Week 3
  5. Handover

    Train the sales team and go live

    Week 4

Pricing

SalesFlow Quotes

VND 8 – 12 million
  • Automatic quotes from templates
  • Sales follow-up reminders
  • 30 days of support
Get a detailed quote

SalesFlow Complete

VND 15 – 25 million
  • Everything in the previous package
  • Online contract signing
  • Payment reminders and reconciliation
  • 60 days of support
Get a detailed quote

SalesFlow + onboarding

VND 28 – 35 million
  • Everything in the previous package
  • Automatic new-customer handover to operations
  • Direct CRM and Customer Portal connections
  • 90 days of support
Get a detailed quote

This range is an estimate for the standard scope and is confirmed after discovery.

Related

Other AdSys products

AdSys CRM

Manage customers and contact history

Keep customer profiles and contact history together — customer data stays with the company when salespeople leave.

Customer Portal

A dedicated customer area

Customers view services, orders and invoices and open tickets themselves — the adsysteam.com customer portal is built on this model.

Not ready for a full implementation? Start with a ready-made workflow

n8n workflow · 1,290,000 VND

Zalo customer care sequence

New buyers automatically receive thanks, instructions, and timely repeat-purchase reminders through Zalo OA.

n8n workflow · 1,490,000 VND

Automatic bank transfer reconciliation

When money arrives, automatically match it to an order, notify Zalo, and update the ledger. No more checking statements manually.

Related specialist services

Services

Custom CRM software

A CRM that fits your business, without reshaping your business to fit the software.

Frequently asked questions

Is AdSys CRM required to use SalesFlow?
A CRM, either AdSys or another connected CRM, is recommended so SalesFlow receives accurate deal data. If you do not have one, implement CRM first.
Are online signatures legally valid?
Electronic signing through popular platforms is supported. Legal validity depends on the industry and contract type; seek legal advice for high-value contracts.
Will payment reminders annoy customers?
You control the frequency and wording. Reminders are usually sent before and on the due date, not continuously.
What if each order has different terms?
If every order is completely different, SalesFlow offers less benefit. It works best with shared templates and a few customer-specific changes.
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Or explore 4 complete packages if you need more than one product.

Consult nowMessage on Zalo