When customer data is scattered everywhere

Many small businesses start with disparate tools: saving customers in Excel, tracking messages via Zalo, taking notes on the phone. It seems simple at first, but after just a few months, the data starts to "break down": duplicate customers, incorrect information, not remembering who contacted, or missing interested people.

When the marketing and sales teams do not use the same system, everything becomes slow. The customer service person doesn't know who called, the email sender doesn't know what stage the customer is in, and the business owner doesn't have the whole picture.

GTG CRM: All customer information – in one place

That's why GTG CRM's CRM Module was developed – to help small businesses store, track and take care of customers easily without the need for a complex platform.

GTG CRM's CRM system is divided into several parts:

• Contacts: manages all information for each individual customer.
• Companies: store detailed information about your business, partners, or B2B customers.
• Tasks: track tasks, calls, and activities directly related to each customer.
• Invoices: Manage and issue valid electronic invoices with just a few steps..
• Call Center: make and receive calls right in CRM.
• Custom Objects: create your own data tables based on industry specifics.

All work together in a unified interface, helping you capture customer behavior over time real.

Guide to using CRM in GTG

Step 1: Manage Contacts

After logging into GTG CRM, go to Object → Contact, You can store all customer information:

• All customer contacts coming from your landing page will be automatically stored in CRM.
• From basic (name, email, phone number) to advanced (Zalo ID, Facebook ID, behavior, lead source).
• You can add new procedures or import from CSV file
• Each contact clearly displays interaction history, lead status, lifecycle stage, and Owner.
• If you are a service business, you can also add custom fields.

Step 2: Manage Companies

In the Companies section, the system allows you to manage comprehensive B2B data: company name, domain name, staff size, revenue, industry ...

Each company can be directly linked to many related contacts, helping you understand relationship between individuals - organizations and track sales progress at the enterprise level.

Step 3: Track Tasks

In the tab Tasks, you can assign tasks, schedule calls… to staff. The list interface clearly displays the assigned person, priority, deadline, and status of the work, helping the team not to miss any work.

Step 4: Manage Invoices

All sales and service invoices are located in the Invoices section. You can track the payment status (Draft, Pending, Paid, Overdue), total amount, product type, and related customers. Thanks to this, revenue and debt are controlled right in the same CRM system.

Step 5: Integrate Call Center

With the Call Center feature, you can make or receive calls directly from CRM. When a call comes in, the system automatically displays the contact or company profile, helping you know who is calling and the previous contact content - no more "Hello, who is it?" scenes.

Step 6: Custom Objects

This is where you create a separate data table for a specific industry: for example, Spa has "Service", Restaurant has "Reservation", or Event has "Booking". These tables can be directly attached to the form on the landing page, helping customer data to flow into the CRM automatically and with a clear structure.

Conclusion: Centralized data – double efficiency

With GTG CRM's CRM Module, you no longer have to open dozens of Excel files or applications to search for customer information.

All contacts, companies, jobs, invoices and calls are stored, tracked and connected in a single platform.

Easy to see, easy to use, and easy to develop – GTG CRM helps you understand your customers better, care more timely, and run your business smarter.