CRM

One customer record for the whole company: every call, quote, contract, invoice and ticket on a single timeline.

Capabilities

8 capabilities in CRM

360° account record

One page holding receivables, live contracts, open orders, support tickets and the full conversation history — a rep never opens a second system to answer a customer.

Lead scoring and segmentation

Scores on your own criteria — industry, size, region, source and engagement — recalculated on every new activity, with the reason the score moved.

Opportunity pipeline

You define the stages, each with entry conditions and required documents. Forecasting weights every deal by its stage probability.

Interaction timeline

Emails, calls, meetings, notes and messages merge into one per-customer timeline, so a hand-over never loses the relationship history.

Contacts and account structure

An account can hold many contacts, subsidiaries and delivery sites, each with its own decision-making role in the deal.

Deduplication

Detects duplicates by name, tax code, phone and email, and merges them with a log so the change can be undone.

Targets and team performance

Set targets by rep, team, territory and product, tracked live instead of assembled by hand at month end.

Data-scope permissions

Reps see their own accounts, managers their team, directors everything — and assistants read within exactly the same scope.

Assistants on this app

3 assistants work on this data

Lead Assistant

Scores, enriches, and prioritizes leads — surfacing the hottest prospects and recommending the next action to convert them.

6 skills

Deal Assistant

Process-aware agent tracking deal lifecycle, identifying stale deals and proposing follow-up actions

18 skills

Customer Success Assistant

Customer success assistant — tracks account health, churn and renewal risk, NPS follow-up, onboarding milestones, expansion signals and lifecycle transitions.

16 skills

AI Insight

Cash anomaliesReceipts and payments breaking the weekly and departmental pattern.
Receivable riskCustomers whose payment behaviour changes before they go overdue.
Budget varianceDepartments burning budget faster than the period elapsed.
Margin erosionProducts or customers whose margin drops unusually fast.
Stock anomaliesSlow movers, near-expiry lots and stock-out risk.
Pipeline stallDeals sitting in a stage longer than they normally do.

Inline AI

Summarise the recordSummarise the open contract, customer, project or ticket.
Draft contentWrite emails, descriptions, notices and notes inside the form.
Explain a figureClick a number to ask why it came out that way.
Fill the formPropose field values from an attached document.
Extract from documentsDrop a PDF or photo to create a structured record.
TranslateTranslate document content and threads between Vietnamese and English.

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