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Features

Everything your sales team needs, connected

From the first message to the delivered parcel and the ad invoice that paid for it — one system, one source of truth.

Omnichannel inbox

Answer every customer from every fanpage without switching tabs.

  • Messenger messages, page comments and page ratings from many fanpages in one inbox
  • Assign conversations to staff and see who is handling each customer
  • Tags, quick replies and pinned grouped views for busy teams
  • Read receipts and last-active time for each customer
  • Create an order directly from the chat without retyping details

Orders & workflow

A workflow that matches how your team actually works.

  • Custom order steps with fixed first and last steps, plus cancellation
  • List, kanban and grid views — drag orders between steps
  • Powerful filters by date, status, source, product, address and more
  • Real-time updates across staff with protection against duplicate actions
  • Duplicate-order detection by phone number and refused-delivery flags
  • Deposits that reduce COD, VAT per product and invoice information
  • Draft orders captured from half-filled landing page forms, converted with ad attribution intact

Customers & products

Clean customer records and a product catalogue built for promotions.

  • Customer profiles created automatically from orders
  • Two-level Vietnamese addresses (new administrative units) parsed from free text
  • Phone and email masked for staff without permission
  • SKU, product code, aliases, categories, images and VAT per product
  • Combos with component items
  • Price schedules: time-boxed promo prices, bundle prices and per-order quantity limits

Inventory

Stock numbers you can trust, across every warehouse.

  • Multiple warehouses with an immutable stock ledger
  • Stock in, stock out, transfers between warehouses and stock counts
  • Reserve stock when an order is confirmed, deduct it when it ships
  • Combos deduct their component items
  • Weighted average cost and reorder thresholds
  • Supplier list and automatic choice of fulfilling warehouse by stock and province

Shipping

Ship faster with carriers built in.

  • Nhanh.vn and Viettel Post integrations
  • Create shipments and calculate COD automatically
  • Status tracking via carrier webhooks, shown as columns by step
  • Print shipping labels and approve returns
  • Multiple carrier accounts per business

Landing pages

Sell from your own pages without losing a single lead.

  • Upload HTML — forms, pricing and funnel steps are detected automatically
  • Publish on your own domain with SSL
  • An AI Skill file for ChatGPT or Claude to write pages that follow the rules
  • Prices managed centrally in the CRM, with multi-item cart and thank-you pages

Tracking & attribution

Measure conversions even when browsers block pixels.

  • First-party session log for every visit and event
  • Server-side Meta Conversions API, TikTok Events API and GA4
  • Shared event IDs so browser and server events are counted once
  • Channel attribution from UTM parameters and click IDs
  • Bot traffic filtered out at collection

Meta Ads management

Manage spend with numbers tied to real orders.

  • Campaign, ad set and ad tree with on/off toggles and budget editing
  • ROAS and cost per order joined with CRM orders, including chat orders
  • Spend milestones per order and budget change history
  • Alerts for new campaign spend, unknown fanpages and disabled ad accounts
  • Automated rules with schedules, notify-only mode and safety caps
  • Campaign score to compare performance at a glance

Ad finance

Reconcile ad spend without the spreadsheet marathon.

  • Facebook ad invoices downloaded automatically
  • Bank and card statement import from an Excel template
  • Automatic reconciliation by reference code
  • Legal-entity checks on every invoice
  • Download all invoice PDFs as one ZIP file

Team & administration

Give each person exactly the access they need.

  • Roles with granular permissions
  • Teams and branches with data scope
  • Immutable audit log of every important action
  • Telegram notification channels and a KPI dashboard
  • Excel export on every list, gated by permission
  • Partner order API between businesses with signed webhooks
  • Vietnamese and English interface, light and dark mode, mobile-friendly

Integrations

Connected out of the box — no extra middleware.

Facebook Messenger

Messages, page comments and ratings from all your fanpages.

Meta Ads

Campaigns, budgets, spend and on/off control.

Meta Conversions API

Server-side purchase and lead events with deduplication.

TikTok Events API

Server-side conversion events for TikTok campaigns.

Google Analytics 4

Server-side purchase events via Measurement Protocol.

Nhanh.vn

Create shipments, track status and sync carrier updates.

Viettel Post

Direct shipments, labels, tracking and return approvals.

Telegram

Alerts and reports sent to your team chats.

Excel

Export lists and import statements and stock from templates.

See the features in action

A short demo shows how the modules fit your current way of selling.

Features — Yofatik CRM