Sales & customers
One connected sales flow, from the first lead to cash in the bank
Leads from your inbox, ad forms or spreadsheets land in one list and go to the right rep. Reps turn leads into deals, build quotes, close them as sales orders and record payments, while managers see pipeline, targets and receivables in one place.
How it works
How an order moves through the Sales CRM
Illustrated with the sample store HaShop: Thao asks about shirts on Zalo OA, and Mai closes the order.
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Lead
From the inbox, lead forms or Excel; round-robin routes it to the right rep.
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Deal
Dragged stage by stage along the pipeline.
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Quote
Approval above a discount threshold; sent to the customer as a link.
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Sales order
Created from the quote, with paid and outstanding at a glance.
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Payment
Paste a bank SMS to pick up the amount; the CRM bot posts it to team chat.
No lead slips through
Leads from the inbox, lead forms or spreadsheets share one list; round-robin rules route them and duplicate phone numbers are caught before they are created.
Quote to order without retyping
Quotes start from the deal and become a sales order in one click; customers view and print them from a link, no account needed.
Know when the money arrives
Record full or partial payments, paste a bank SMS to pick up the amount automatically, and see overdue receivables in reports.
Capabilities
What’s inside Sales CRM
Leads, companies, contacts
List and Kanban views by status (new, contacted, nurturing, qualified…); convert a lead into a contact, company and deal in one step.
Deals on a pipeline
Drag-and-drop stages, multiple pipelines, deal members at three levels (follow, contribute, manage) and lost reasons to learn from.
Quotes with approval
Products, bundles, tiered prices, promotions and VAT. Require approval for discounts over a threshold or for every quote, with approvers by role or region.
Sales orders & payments
Orders from quotes, paid and outstanding at a glance, credit notes for corrections, and bank SMS parsing that matches payments to orders.
Subscriptions & renewals
Monthly or yearly contracts, a renewals list, reminders 30–180 days ahead and bulk renewal orders.
Lead scoring & targets
Score by fit and engagement (hot, warm, cold), set weekly or monthly targets per rep and track attainment.
Quote → sales order
Quotes sent as a link, approved before they reach the customer
- Apply promotions, discount codes and VAT on the quote
- Require approval above a discount threshold, with approvers by role or region
- Customers view, print or download from a link, and you see how often it was opened
- Once accepted, turn it into a sales order and record full or partial payment
Approved by Le Quang Minh · 09:20Getting started
4 steps to get going
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1
Bring your data
Download the templates and import leads, companies, contacts, products and past orders from Excel.
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2
Set routing rules
Configure round-robin by source, region or sales goal and switch on phone-number duplicate checks.
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3
Shape the pipeline
Define deal stages, Google Docs quote templates and quote approval rules.
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4
Track
Follow the CRM overview, targets and revenue and receivables reports.
FAQ
Frequently asked questions
Call 1900 636 400 or book 30 minutes with the CNV team.
Hours: Monday – Saturday, 8:30 – 17:30 (GMT+7)
Can I import data from my old software?
Yes. Leads, companies, contacts and products import from .xlsx, .xls or .csv files, up to 1,000 rows at a time (files up to 5MB). Past sales orders import up to 5,000 rows per file with a preview step. Deals can’t be imported from files yet.
How do customers see a quote?
Copy the share link and send it; the customer opens it in a browser with no account and can view, print or download a PDF. You see how many times it was opened and can revoke the link at any time.
What if two reps want the same customer?
Turn on duplicate checking so phone numbers are checked when leads, contacts or companies are created. The second rep sends a handover or join request for the owner or manager to approve.
Can it connect to other software?
Yes. The Partner CRM API reads and writes leads, deals, contacts, companies and activities (orders, quotes, payments and products are read-only) with scoped API keys, and webhooks push events such as deals won or payments received.
Works with
Same data, even less busywork
Ready to bring your whole team into one workspace?
Book 30 minutes with the CNV team to see CNV Work on sample data shaped like your business — or start a full-featured 14-day trial yourself.