CRM & automated sales workflow
Customer knowledge stored in a salesperson's memory and personal Zalo account creates a serious risk when they leave. This group brings customer profiles, contact history, and the sales pipeline into a shared system. Business owners can see where every deal stands without asking for verbal updates.
- Customer data lives in each salesperson's Zalo account and personal spreadsheets, so their departure takes the history with them.
- You cannot see how many deals are in the pipeline or their stages until the weekly verbal report.
- When customers ask for an old contract or invoice, staff spend hours searching their email.
- Following up after a quote relies on a salesperson's memory, and one forgotten call can lose a deal.
- All customers and contact history live in one place, independent of any individual employee.
- See your pipeline in real time: deal count, value, and stage.
- Customers look up their contracts and invoices in a dedicated portal without calling for help.
- The system sends timely follow-up reminders to reduce deals lost through forgetfulness.
Products in this group
AdSys CRM
Keep customer profiles and contact history together — customer data stays with the company when salespeople leave.
VND 8 – 35 millionAdSys SalesFlow
Automate quotes, contracts and payment reminders so salespeople can focus on customers instead of paperwork.
12 – 35 million VNDCustomer Portal
Customers view services, orders and invoices and open tickets themselves — the adsysteam.com customer portal is built on this model.
Not sure where to start
AdSys Audit is a 60–90 minute discovery session that identifies the first tasks to automate in this group. You can also discuss your needs directly with us on Zalo.