KeenCRM

Everything your sales team needs

11 integrated modules designed for how Vietnamese businesses sell, manage, and grow. Every feature works together — no plugins, no add-ons.

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CRM Core

Everything you need to manage your sales relationships in one place — from first contact to closed deal.

Contact Management— 360° profiles with full interaction history, social links, and file attachments
Company Profiles— Organizational hierarchy, linked contacts, and deal aggregation
Lead Management— Lead capture, BANT qualification scoring, and automated conversion to Deals
Sales Pipeline— Drag-and-drop Kanban board with multi-pipeline support and deal value aggregation
Deal Tracking— Activity timeline, expected close dates, win/loss analysis, and owner assignment
Smart Search— Diacritics-tolerant search — find "Nguyen" even when stored as "Nguyễn"
Custom Fields— Add custom fields to any entity — dropdowns, text, numbers, dates, and more

Quotes & CPQ

Create professional bilingual quotes in minutes with automatic calculations, VND formatting, and one-click conversion.

Product Catalog— Centralized product/service list with SKUs, pricing, and categories
Quote Builder— Line items with quantity, discount, and automatic subtotal/VAT/grand total
Multi-Currency— Support for VND, USD, and other ISO 4217 currencies
PDF Generation— Professional branded PDF quotes with your company logo and colors
Amount in Words— Vietnamese amount-in-words for formal documents (e.g., "Một triệu đồng")
Auto-Numbering— Sequential quote numbers (QT-YYYYMMDD-XXXX)
Status Workflow— Draft → Sent → Accepted / Rejected with full audit trail
One-Click Convert— Convert accepted quotes to Invoices or Contracts instantly

Invoicing & Payments

Track receivables and get paid faster with invoice generation, payment recording, and automatic status updates.

Invoice Generation— Create invoices from quotes or scratch with mirrored line items
Payment Tracking— Record partial/full payments with automatic balance reconciliation
Status Automation— Auto-updates: Paid, Partially Paid, Overdue based on payment activity
Contracts— Manage contracts with start/end dates and renewal tracking
Orders— Create orders from quotes, invoices, or contracts
VND Formatting— Proper Vietnamese number formatting with dot separators (1.000.000 ₫)

Omnichannel Communication

Reach your customers on every channel they use — Email, Zalo, Facebook Messenger, and Instagram — all in one inbox.

Email (Mailgun / AWS SES)— Transactional emails — welcome, password reset, quotes, invoices, reminders
Zalo OA Integration— Connect your Zalo Official Account and send ZBS template messages
Facebook Messenger— Connect your Facebook Page for customer messaging
Instagram DMs— Auto-linked when your Page has a connected Instagram Business account
Activity Logging— Calls, meetings, emails, and notes logged against contacts and deals
Notifications— Real-time bell notifications with unread count

Campaigns & Marketing

Build and send targeted campaigns across Email, SMS, and Zalo with audience segmentation and performance tracking.

Campaign Builder— Create campaigns targeting Email, SMS, or Zalo channels
Audience Segmentation— Filter recipients by tags, source, country, or event attendance
Template Management— Reusable message templates with variable substitution
Campaign Members— Add contacts/leads individually or in bulk with search
Performance Analytics— Track sent, opened, and clicked metrics per campaign
Promotions— Create promotional offers with copy/clone functionality

Events & Trade Fairs

Manage events end-to-end — from planning to post-event follow-up — with built-in booth, sponsor, and attendee management.

Event Management— Create events with capacity limits, dates, and descriptions
Attendee Registration— Public registration portal with automatic capacity enforcement
QR Check-in— Contactless check-in via QR code scanning
Booth Management— Track booth assignments, sizes, and exhibitor companies
Session Scheduling— Manage sessions with speakers, times, and room assignments
Sponsor Management— Track sponsors by tier with logos and contribution amounts
Automation Rules— Trigger actions on registration, check-in, or event completion
Event Analytics— Registration vs. attendance rates, engagement metrics

Tasks & Activities

Keep your team on track with task management built into the CRM — priorities, reminders, and automatic activity logging.

Task Manager— Create, assign, and track tasks with priorities and due dates
Follow-up Reminders— Set reminder dates to never miss a follow-up
Activity Timeline— Unified chronological view of all interactions per contact/deal
Overdue Detection— Filter and highlight overdue tasks for immediate action
Auto-Logging— Task completion automatically creates activity records

Dashboard & Analytics

See your business at a glance with real-time KPIs, deal funnels, revenue trends, and smart Vietnamese number formatting.

KPI Cards— Contacts, Companies, Open Deals (with value), Outstanding Invoices, Tasks Due Today
Deal Funnel— Visual pipeline funnel showing deal count and value by stage
Revenue Chart— 6-month revenue trend based on recorded payments
Recent Activity— Live feed of the latest CRM interactions
Upcoming Tasks— Priority-coded task list for today and this week
Smart Formatting— Vietnamese number formatting (1.5B ₫, 250M ₫) for large values

Settings & Administration

Full control over your CRM workspace — team management, RBAC permissions, branding, and integrations.

Team Management— Invite members, assign roles, deactivate accounts
Role-Based Access (RBAC)— Granular permissions per module — view, create, edit, delete
Role Cloning— Clone existing roles as templates for new team configurations
Company Branding— Upload logo, set brand colors, customize email templates
Lead Distribution— Automatic or manual lead assignment rules
Workflow Settings— Configure pipeline stages, deal statuses, and automation
Custom Fields— Define additional fields for contacts, companies, leads, and deals
Document Templates— Manage templates for quotes, invoices, and emails
Integrations Hub— Connect and manage Email, Zalo, Facebook, and Instagram channels

Built for Vietnam

KeenCRM is purpose-built for Vietnamese businesses — not just translated, but deeply localized for how you work.

Bilingual (EN/VI)— Full English and Vietnamese interface — every button, label, and message
Zalo Integration— Vietnam's #1 messaging app built into the CRM
VND Support— Proper currency formatting, dot separators, and amount-in-words
Vietnamese Search— Find contacts without worrying about diacritical marks
Address Format— Ward → District → Province hierarchy matching Vietnam's system
Data Residency— Hosted on Hetzner for Decree 13/2023 compliance
Tax Compliance— MST (Tax ID) support for 10-digit and 13-digit formats
Professional Salutations— Vietnamese prefixes: Ông, Bà, Cô, Tiến sĩ, and more

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