CRM & customer care
From prospects to loyal customers: know where customers come from, who is handling them, what they bought and what to follow up next.
Why businesses choose this module
Is your business facing these problems?
- Leads from the web, Facebook and Zalo are scattered and nobody takes them
- Departing employees take customer lists with them
- No care history, duplicate calls, missed calls
- Past customers don't return because no one reminds them
What's in the module
On the admin web and the 1ERP app, sharing one set of data.
Leads & deals
- Lead management: add, edit, delete, assign an owner
- Deal campaigns
- Registration form embedded in websites and landing pages
- List of form registrants
Customer
- Contact and organization list (B2B)
- User types, agents, customers
- Purchase history, care history
- Clean up junk and duplicate accounts
Care & support
- Support request / ticket
- Turn chat into a ticket
- Assign handlers, track deadlines
- Rate after support
Email & Zalo
- Campaign-based Marketing Automation
- Email templates, outgoing email configuration
- Zalo OA: connection, ZNS templates, sending, history
- Track ZNS quality
Retain customers
- Points history, customer tiers
- Lucky wheel: prizes, spins, statistics
- Prize lottery
- Vouchers by tier
Channels & collaborators
- Affiliate / collaborator sales
- Link shortening, QR codes that track the source
- Link Google Shopping Ads
- Reseller management
Sample workflow
- Thu leadWeb forms, landing pages, chat and Zalo flow into one list.
- AssignAssign leads to the responsible staff, with contact deadlines.
- CareCall, message and send quotes; every contact is logged.
- Close deal / contractConvert to an order or contract.
- After-salesPoints, repurchase reminders, support tickets, ZNS congratulations.
Who can do what
Each action is its own permission, toggled per group in Settings › Permission groups.
Sales staff
- Add / edit your own leads and customers
- Create ticket
Marketing
- Email campaigns, Zalo ZNS
- Registration form, short links
- Spin wheel, lottery
Department head
- Delete leads, customers
- View all, reassign owner
Admin
- User types, permission groups
- Clean up junk accounts
Working in the 1ERP app
- Lead list, quick lead creation
- Notes and photos when meeting customers
- Get new leads via notifications
Connect other modules
- Omnichannel chat & AI — conversations → customers, tickets
- Sales & POS — purchase history
- Marketing & website — leads from ads, forms
- Contracts, digital signing & documents — quotation → contract
Related channels & services
Zalo OA & ZNS
Send order notifications and customer care via Zalo using approved templates.
Send campaigns using the business's own email configuration.
Google Shopping Ads
Create product links for shopping ads.
Frequently asked questions
What happens to a departing employee's customers?
Customers belong to the company; the department head reassigns the owner, and the care history stays intact.
Does it manage business (B2B) customers?
Yes — a list of organizations, with multiple contacts per organization.
What do you need to send customers on Zalo?
A verified Zalo OA and ZNS templates approved by Zalo; 1ERP connects and sends according to your scenarios.
Is this module included in every SaaS plan?
Yes. Every SaaS plan includes all modules — they differ in number of users, storage and server resources. Our consulting team helps you enable priority modules along a roadmap. See price list and implementation roadmap.