Scoring & care
ZCRM automatically scores a customer's potential based on messaging behavior, tracks them through a 5-stage pipeline and sends Zalo appointment reminders so sales never misses someone ready to buy.
Scoring & care
From a customer's first message to a confirmed appointment, every care step is backed by data so sales prioritizes the right person.
Set rules that add points for customer behavior such as messaging, booking an appointment or viewing a quote.
See exactly which criteria contribute to a customer's potential score.
Track customers through 5 stages from New to Converted or Lost, to care for them at the right moment.
Create, track and update appointment status across 3 tabs: Today, Upcoming, All.
Filter customers by lead score, stage or tag to build a priority care list.
Every customer action is recorded, adds up into a score, and moves the customer to the right next step in the pipeline.
Automatic scoring
The system automatically scores based on customer messaging behavior using configured rules, instead of leaving sales to guess who is more interested.
Managers can see which criteria contribute to the score and adjust the rules to match real sales behavior.
Sales pipeline
Every customer moves through a 5-stage pipeline: New, Contacted, Interested, Converted, Lost, letting managers see exactly where a customer stands so they can prioritize care.
The customer list can be filtered by lead score, stage or tag, making it easy to build the day's priority care list.
Appointments
Sales creates appointments and tracks them across 3 tabs: Today, Upcoming, All, so no important customer meeting is missed.
Customers receive a Zalo link to confirm Completed or Cancelled themselves, with no login to the system required.
The system automatically scores based on a customer's messaging behavior.
Track customers from New to Converted or Lost on one screen.
Customers confirm appointments themselves via Zalo, cutting no-shows.
Book a demo so the ZCRM team can walk you through configuring scoring rules and a pipeline that fits your sales team.
