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CRM module · Customer management

Every customer in a single profile

One customer record that merges every touchpoint. A real-time sales pipeline, automatic duplicate detection and custom fields built for your industry.

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TO RESPOND TO A NEW LEAD

360°

CUSTOMER HISTORY IN ONE PLACE

80,000+

BUSINESSES TRUST OMICALL

1 Multi-source capture

Manage every customer from every source in one place

Leads from Excel, website forms, Zalo, Facebook, WhatsApp and the call center land in one list automatically. No more scattered files.

Add customers manually in the app or bulk import from Excel (up to 10,000 rows per file)
Create a customer automatically on every inbound call to the call center — even for unknown numbers
Sync and store customers from every channel: Facebook, Zalo, WhatsApp, TikTok, Telegram, Viber, Email, Livetalk
Sync through APIs of integrated platforms — ready-made links to website forms, other CRMs and ERP
Merge duplicates coming from different sources into one single profile

Omnichannel Excel import API integration Automated

2 Agent filters

Build filters by agent — see each rep's customers instantly

Which rep owns which customer? One click shows how many customers each person holds and exactly where each one stands.

Filter by primary owner, secondary owner or sales team
Managers see the whole team's customers; each rep only sees their own
Combine with other filters: status, source, industry, region and time
Save the filters you use often — reopen them in one click, no setup again

Permissions Saved filter AND/OR

3 Sales Pipeline

See your Sales Pipeline in real time — know which stage every deal is in

A clear journey: Lead → Interested → Quote → Negotiation → Closed. The pipeline updates instantly, so you always know where a deal stands.

Show every customer by pipeline stage (card board or list view)
Drag and drop a customer from one stage to another — updated instantly
Funnel conversion charts: how many customers enter and how many drop off at each stage
Alerts when a deal is stuck in one stage too long and needs follow-up

Real time Drag-drop Funnel chart Auto alert

4 360° history

Every interaction on one single timeline

A single timeline shows every interaction in order: calls with recordings, email, ZBS (Zalo Business Solution)/SMS, chat and campaigns. A rep taking over understands the customer right away.

Every call: recording, duration, the agent who handled it and the notes attached
Email, SMS, ZBS, WhatsApp and chat across channels — full content, who sent it and when
Marketing campaigns sent to the customer: campaign type, date and links opened
Filter the timeline by interaction type to find anything fast

360° view Recording Omnichannel Timeline

5 Anti-duplicate

Built-in duplicate check — one phone number, one customer

Duplicate phone numbers are caught the moment you type. The system blocks the new record and suggests a merge for the ones already created. No more five reps calling the same person.

Instant warning when the number already exists — the duplicate cannot be created
On Excel import: an automatic report of duplicate rows for the manager to decide
A merge tool: pick the master record and pull the data in from the duplicates
Priority rules on merge: keep the newer record or the more complete one

Instant check Auto-merge Zero duplicate

6 Custom fields

Design custom customer fields that fit your industry

Create unlimited customer fields for your vertical — real estate, F&B, education. Drag, drop, done. No code needed.

Add fields of type text, number, date, dropdown, checkbox and file attachment
Make a field required, pre-filled or rule-validated — keep your data clean
Each customer group gets its own field set, never mixed with another group
Use custom fields to filter, segment and trigger automation

No-code 6 field types Per customer group

7 Custom pipelines

Set up a sales journey for every customer group

B2B is not B2C. A VIP is not a cold lead. Create unlimited pipelines — each group with its own process, stages and criteria.

Run several pipelines in parallel: B2B, B2C, Enterprise, returning customers, projects
Every pipeline has its own number of stages, stage names and order
Attach automatic stage-advance conditions (example: the customer accepts the quote, the deal moves to "Negotiation")
Connect to Workflow Automation to trigger actions whenever a customer changes stage

Multi-pipeline Auto-advance Workflow ready

What does OMICall CRM actually solve?

Four problems sales teams hit every day, how the CRM handles them and the measured results from real customers.

+45%Deal close rate

Reps stop guessing which deal to work on first

The pipeline shows which stage every deal sits in and how long it has been idle. Reps put their time into the deals most likely to close instead of spreading it across cold leads.

100%Duplicate-free records

No more five reps calling the same customer

The system checks phone numbers and emails for duplicates as you type and offers to merge with the existing record. One customer, one profile — no commission disputes, no annoyed customers.

−60%Time spent looking up data

Never ask a customer "have you contacted us before?" again

The 360° timeline shows every call with its recording, plus email, ZBS/SMS and chat across channels, the moment the profile opens — a rep picks up the whole history in 30 seconds and sounds prepared.

2×Sales productivity

When a rep leaves, the data stays with the business

Every interaction lives in the platform, not in a personal Zalo or WhatsApp account. When someone leaves, the next rep inherits the customer with the full history and keeps selling without a gap.

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Turn scattered contacts into a structured customer asset

Start a free trial. Our specialists set up your pipeline and custom fields for your industry — live in one week.

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