Manage customers comprehensivelyfrom one platform.
SO9 CRM combines omnichannel conversations, 360° customer data and "sales management science" with the sales pipeline — helping your sales team grow revenue sustainably.
Officially connects omnichannels
One inbox, all channels
Manage all comments, messages and reviews from personal Zalo, Facebook, Instagram, TikTok, Zalo OA, Website and WhatsApp in one inbox — no customer left behind, 3x faster responses.
- Messages and comments in one place
- Smart filters prioritize conversations
- Classify customers by stage and label
- Free CRM with SO9 LAB
Unified customer profiles
Every customer detail — purchase history, interaction channels, preferences and behavior — consolidated into one unified profile for personalized experiences.
- Merge profiles from all channels
- Full history: messages, care, purchases
- Auto segmentation by behavior
- Auto follow-up by customer persona
Auto-add Zalo friends from AI chat
When customers share their phone number via AI chat on Facebook, Instagram or TikTok — the system automatically collects it and sends a Zalo friend request instantly.
- AI chat collects phone numbers
- Numbers auto-saved to the friends list
- Auto-send Zalo requests by scenario
- Track acceptance and keep nurturing
Visual sales pipeline
Track every Opportunity through sales stages with a visual Kanban board — from approach and consultation to closing, so no deal slips through. Sales stop relying on memory, and managers always know which stage deals drop off.
- Kanban board for multiple pipelines
- AI analyzes chat and sales insights
- Stage-based tasks for your team
- Custom data fields per business
Nurture customers 24/7
Set up smart care scenarios — automatically send messages, offers and content matching the customer journey without manual work.
- Multi-step nurturing scenarios
- Deliver via personal Zalo, Email, Zalo OA
- Track open, click and conversion rates
AI consulting & insights
AI trained on your industry and products — automatically suggests consulting replies, analyzes customer behavior and recommends accurate growth strategies.
- AI suggests replies based on context
- Analyze insights and buying trends
- Summarize and score lead potential
- AI analyzes your reports
Custom reports by KPI
Build dashboards and reports flexibly around your business KPIs — from sales performance, response rates to campaign ROI, export PDF/Excel in a few clicks.
- Drag & drop dashboards and charts
- Scheduled PDF/Excel exports
- Per-team reports by permission
- Track revenue KPIs and SLA in real time
See how SO9 CRM brings sales science into the way you sell
In 30 minutes, SO9 experts will demonstrate how we Digitalize, Systematize & Automate your entire Sales process on a single platform.
Unified inbox
AI Agent workforce
😊HanaCustomer care🥸AlexGrowth consulting😄QuanTechnical support🟣🔷🌸10+Pipeline & opportunities
Track lead conversion journeys, auto-assign opportunities and forecast revenue in real time.
Customer 360° profiles
Consolidate all interaction history, shopping behavior and omnichannel customer profiles on a single screen.
Smart custom data & reports
Every customer interaction continuously enriches brand knowledge - understanding intent, emotion and insight across 100% of conversations instead of just a data sample.
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