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CRM & Task Management Solutions in Vietnam

WHY CRM & TASK MANAGEMENT?

When customer data lives in spreadsheets, chat apps and personal notes, leads slip through the cracks and managers lack a clear view of the pipeline. A CRM brings every contact, deal and conversation into one place.

Combined with task management, your team knows who is responsible for what, deadlines are visible, and follow-ups happen on time.

The result is faster response to customers, fewer missed opportunities and reports that show exactly how sales and operations are performing.

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ONE SYSTEM FOR CUSTOMERS AND TEAMWORK

Webie’s CRM and task management solutions go beyond installing software. We map your sales and operational workflows first, then configure the system around how your team actually works.

Many SMEs buy tools that the team never fully adopts. We focus on simple workflows, clean data migration, integrations with your website and messaging channels, and hands-on training so the system is used every day.

Personalized

Centralized

Customers, deals and tasks in one shared system.

Customized

Automated

Lead capture, reminders and follow-ups that run on their own.

One-stop services

Transparent

Real-time dashboards for sales and team performance.

OUR CRM IMPLEMENTATION PROCESS

We review your sales process, team structure and current tools to define clear requirements.

Deliverables:

  • Current workflow assessment
  • Requirements document
  • Solution recommendation

We design pipelines, fields, user roles and task flows that match your business.

Deliverables:

  • Sales pipeline design
  • User roles & permissions
  • Task & approval workflows

We configure the system and connect it with the channels your team already uses.

Deliverables:

  • CRM configuration
  • Website form & lead capture integration
  • Email, Zalo or messaging integrations

We clean and import your existing customer and project data.

Deliverables:

  • Data cleaning & mapping
  • Contact & deal import
  • Data quality check

We train your team and support the launch so the system is adopted quickly.

Deliverables:

  • User training sessions
  • User guides
  • Go-live support

We monitor usage and improve workflows as your business grows.

Deliverables:

  • Ongoing technical support
  • Reports & dashboards
  • Workflow improvements

EXPLORE OUR SUCCESSFUL PROJECTS

WEBIE – WE WILL BE

We will be your strategic partner.your creative force.Webie doesn’t just craft solutions, we deliver results. the team behind your brand’s success-quietly committed, tirelessly devoted, and deeply inspired.
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