myCRM - Chăm sóc, Bán hàng

myCRM helps Vietnamese businesses manage all customer relationships in one application: from the initial prospect stage, through quotations and contracts, to invoices and accounts receivable. CUSTOMER MANAGEMENT Complete customer profiles: tax code, address, website, contact person, and responsible person. Make calls, send emails, provide directions, or save to your contacts directly from the profile. Each customer interaction is recorded in a timeline, allowing you to track communication three months later. POTENTIAL CUSTOMERS BY STAGE A pipeline divided by stages you define. Change stages, mark lost, or convert directly into customers with just one tap. QUOTES AND INVOICES Create quotes and invoices directly on your phone, including individual item lines and prices for each customer. Export as PDFs or send directly to customers via your company's email inbox. CLEAR ACCOUNTS RECEIVABLE Detailed account records for each customer: beginning balance, individual invoices and payments, ending balance. Open and compare records in front of the customer. WORK AND PROJECTS Assign tasks, set deadlines, receive reminders. Group tasks by customer project; progress is automatically calculated based on completed tasks. FIELD TRIPS Record customer visits with location and photos. Create daily routes and track visits. SUPPORT REQUESTS Receive and respond to customer support requests directly on the app. AVAILABLE - Contracts and fees can be accessed at any time - Classification tags, custom fields, and attachments for all types of records - Sign in with Face ID, Google, or Apple ID - Light and dark modes - Multiple companies in one account myCRM is for businesses that already have an account on the myCRM system. Contact your provider to obtain an account.