CRM (Customer Relationship Management) in GTG CRM helps businesses store, manage, and track all customer information from various channels, consolidating them onto a single platform. Now you can also analyze both contacts and companies directly within the CRM, view complete interaction history on a timeline, and identify the next best actions — no need to export to Excel.
Why Do You Need CRM?
Current Business Landscape
In business, customer data is often scattered:
- Facebook: customers message via Messenger
- Zalo: customers chat via Zalo OA
- Email: customers send emails for information
- Landing Page: customers fill out registration forms
Problems with Using Excel
| Old Method | Consequences |
|---|---|
| Manually entering customer data into Excel | Time-consuming, prone to errors |
| Each employee has a separate file | Data not synchronized, difficult to assign tasks |
| Calculating metrics using spreadsheet formulas | No overall view, outdated data |
| No interaction history | Missed leads, duplicate follow-ups |
GTG CRM consolidates everything into a single data source: customers automatically flow in from all channels, all interactions are recorded, and analytics are always calculated on the entire actual data.
Customer Data Sources
CRM automatically collects customers from:
- Social Media — Facebook Messenger (customers message via Fanpage)
- Email — Gmail (customers send emails to the business inbox)
- Landing Pages & Live Chat — registration forms, leaving information via Live Chat
- Manual Entry — create contacts directly or import CSV in bulk
Key Features
1. Centralized Contact List Management
View and manage all customers in one table: Name, Email, Phone Number, Country, Status (New, In Progress, Converted…), Customer Source, Assignee.
- Customize displayed columns: add/remove columns (Products Purchased, Notes…), rearrange order.
- Advanced filters: filter by date, status, address/product/source, and combine multiple conditions.
- Assign assignees: assign contacts to each employee, transfer when needed, track workload.
- Automatic Company Classification: contacts with company email domains are separated into the "Companies" list.
2. Contact & Company Analytics Tab — Accurate Metrics on All Data
On the Contacts and Companies menus, there is now an Analytics tab — a pre-built dashboard, calculated on all contacts (unlimited samples), updated in real-time.
- KPI Cards: Total Contacts · New in Period (with trend ▲/▼ vs. previous period) · Active · Contactable Rate (with email/phone).
- Lifecycle Funnel: see where customers are dropping off or accumulating — from prospect to customer.
- Distribution by Source, Status, Assignee: know which channel brings in customers, who has the most customers.
- Data Health: percentage of contacts with email / phone number / assignee / company.
- For Companies: distribution by industry, size, companies without associated contacts, and company pipeline summary.
💡 The dashboard refreshes automatically — the top right shows "Auto · updated HH:MM", you don't need to reload the page to see new data.
3. Action Suggestions — Turn Data into Actionable Tasks
The Analytics tab not only displays charts but also suggests the next actions. Each suggestion includes a quantity and a button that directly leads to a pre-filtered list of that specific customer group.
- "Contacts missing phone number / email" → open the correct group to add or import.
- "Inactive for > 30 days" → group needs re-engagement.
- "No assignee" → assign immediately.
- "Stuck in a lifecycle stage" → group needs boosting.
4. 360° Activity Timeline
Each contact and company has an Activity tab displaying all relevant events on an easy-to-read timeline: calls, emails, deals, orders… along with the performer's name (instead of confusing IDs) and a clear action description in your language.
- For Companies: the timeline also collapses and aggregates activities of contacts, deals, and orders belonging to that company.
- At the list level: open the Activity tab to see a general feed of all contacts/companies, filter by person / action type / date.
5. Attach Files & Links to Tasks
Each Task in CRM can attach files from the Asset Manager (PDF, DOCX, XLSX, images, videos…) and external links (Google Sheets, Drive, Figma…). Opening a task shows all necessary documents — no need to search elsewhere.
Benefits for Businesses
| Feature | Real-life Benefits for You |
|---|---|
| Automatic multi-channel customer collection | No missed leads, no manual entry |
| Analytics tab calculated on all data | Make decisions based on accurate data, not truncated samples |
| Action suggestions with pre-filtered lists | Know exactly what to do next, save time |
| 360° Activity Timeline | Grasp complete customer history in seconds |
| Advanced filters + column customization | Find the right customer group extremely quickly |
| Assign assignees | Clearly know who is handling which customer, avoid duplication |
Who Is It For?
- Sales Teams — manage leads, track lifecycle funnel, immediately handle "hot" leads.
- Marketing Teams — segment customers by source, measure channel effectiveness.
- Customer Service — view complete interaction history on a single timeline.
- Managers & Business Owners — monitor data health and team workload, with always-updated metrics.
How to Get Started?
Go to the Contacts (or Companies) menu in GTG CRM. Customer data will automatically populate when you connect channels (Facebook, Zalo, Email) in the Settings section. Select the Analytics tab to view the dashboard, and open a contact/company then select the Activity tab to see the 360° timeline.
See detailed steps in the article "How to Use CRM on GTG CRM".
Free Trial — no credit card required.
