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02 · Convert
Know exactly which stage every customer is at
Complete customer profiles, drag-and-drop deals through each stage, and one pipeline the whole team can see.
The NEXT team builds your pipeline around your actual sales process.
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In discussion
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Problem · Benefit
No more customers falling through the cracks.
What business owners run into when customers are scattered across spreadsheets and phones.
Problem
Customer lists live in spreadsheets, everyone keeps a copy and nobody knows which is current.
With NEXT OS
One shared CRM, everyone sees the same profile.Problem
You can't tell how many deals are in progress, how many are close, or what revenue to expect.
With NEXT OS
A stage-based pipeline with a value on every deal.Problem
When a rep leaves, the customer history leaves with them.
With NEXT OS
Messages, appointments and notes stay on the profile and can be reassigned.
Features
One place for customers, deals and tasks.
01
Complete customer profiles
Each customer has one profile: contact details, source, tags, message history, appointments and transactions. Add custom fields for your industry.
- Custom fields and tags
- Smart lists filtered by conditions
- Import contacts from a spreadsheet
Complete customer profilesCRM & Pipeline
- Custom fields and tags
- Smart lists filtered by conditions
- Import contacts from a spreadsheet
02
Drag-and-drop pipeline stages
Create one or more pipelines and name the stages the way your team sells. Drag a deal card to the next step and record its value and owner.
- Separate pipelines per product or service
- Deal value and owner
- Board or list view
New
In discussion
Booked
Won
03
Tasks and stage-based automation
Assign call-backs and reminders to each person. When a deal changes stage, a workflow can send a message, create a task or notify a manager.
- Tasks with due dates and assignees
- Auto-message on stage change
- Reports by pipeline and owner
Tasks and stage-based automationCRM & Pipeline
- Tasks with due dates and assignees
- Auto-message on stage change
- Reports by pipeline and owner
How it works
From spreadsheet to pipeline in one session.
The NEXT team sets up your stages and migrates your contacts with you.
- 01
Import your contacts
Upload a spreadsheet, map columns to CRM fields, tag the source.
- 02
Build the pipeline
Set stages that match your sales process and choose owners.
- 03
Work every day
Move deals step by step and see tasks and reports on one screen.
Works with
Customers from every channel, in one CRM.
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FacebookLeads from ad forms into the CRM
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ZaloZalo OA messages saved to profiles
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GmailTwo-way email saved to profiles
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Google CalendarAppointments linked to contacts
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ShopifyStore customers and orders
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ZapierSync contact data with other apps
Pricing
Included in plans: CRM & Pipeline
Included from the Starter plan. Pay yearly and 2 months free; 14-day free trial.
Starter
2,590,000 VND/month
Smart CRM, pipelines, contracts and invoices
Professional
3,490,000 VND/month
More contacts and users, with add-ons available
Growth
4,990,000 VND/month
Unlimited contacts, more users for the whole team
See plan limits on the Pricing page.
See pricingTry 14 days freeGuides
Step-by-step guides
Detailed walkthroughs in the Help Center.
FAQ: CRM & Pipeline
Can I move my customer list over from a spreadsheet?
Yes. Upload a CSV or spreadsheet and map the columns to CRM fields. The NEXT team guides you during onboarding.
Can one business have several pipelines?
Yes. Each product, service or branch can have its own pipeline with its own stages.
Can staff see each other's customers?
That's up to your permissions. You can restrict staff to the customers and deals they own.
Is the CRM connected to Zalo and Facebook messages?
Yes. Messages from connected channels sit on the customer profile alongside appointments and transactions.
Which plans include CRM and pipelines?
All of them. Contact and user limits for each plan are on the Pricing page.
One pipeline the whole team can see.Try it free for 14 days.
14-day free trial: the NEXT team builds your first pipeline with you.