NFFICE CRM
Customers, sales and receivables on one record
From the first message on messenger to the paid invoice, every step lives on the same record as your approvals, HR and accounts. Built for global companies selling in Vietnam and reporting to a head office abroad.
- Leads from your messenger business account, Fanpage and your website in one inbox, checked against existing customers by tax code
- Quotes in Vietnamese, Korean, English or Japanese, with VAT worked out for the entity issuing them
- Discounts follow your delegation rules and go up the approval chain before the customer sees them
- Won → delivered → invoiced: the e-contract on win, then the e-invoice and receivable (công nợ) from the approved quote once delivery is confirmed
- Head office reads the pipeline in won, at the transaction, average or closing rate
- JEV flags what is slipping, each finding with a confidence score and an owner
One record per customer: every message, quote, invoice and payment in one history.
From quote to contract, with your delegation rules built in.
Confirm the delivery and Finance has the invoice. Nobody re-types it.
The team works in đồng; head office reads the same deals in won.
JEV IN CRM
AI that decides, with a number you can check
Every JEV finding carries a confidence score. Above your threshold it acts; below it, the finding goes to the owner with the reason attached.
Gió Nam Logistics has the same tax code as an existing customer, so the new lead joins that record.
D-2605 for Hồ Sen Packaging: no reply in 9 days, and similar quotes slipped after 10. The rep gets a reminder.
D-2611: similar deals were won at 8–12% discount, so going above 10% adds little. Advice only.
Account 5111 for an issued e-invoice, above the 90% threshold, so it posts on its own.
D-2598 for Lá Phong Logistics Vina: 957,000,000₫ due in 5 days with no payment in sight goes to the collector.
A 12% discount is over the sales manager’s 10% limit, so it goes to the country director.
JEV never sends a quote, grants a discount or marks a deal won. Those stay with people.
What it does
With Nffice CRM, your company can
Know every customer
All contacts, messages, quotes and invoices on one record, with permissions by employee.
- Leads from messenger, Fanpage and the website
- Duplicate check by tax code
- Full care and transaction history
- Score, classify and assign leads
Sell inside the rules
Reps quote freely up to their limit. Past it, the approval chain takes over before the customer sees a number.
- Discount limits per role and entity
- Approvers read the quote in their language
- Quote unlocks the moment it is approved
- Every change logged
Get paid on time
The e-invoice and the receivable come from the approved quote, and the rep sees the payment land.
- E-contract on win, e-invoice on delivery
- Receivable in account 131
- Aging and due-date alerts
- Credit limits per customer
Report to head office
Head office reads the Hanoi pipeline in won without anyone rebuilding it in a spreadsheet.
- Pipeline in KRW at three rate bases
- Click a total to see the deals
- Sales KPI against target
- Same rates as the parent pack
By role
Five people, one deal
Everyone who touches a sale works on the same record. Each of them sees the part that is theirs.
SALES REP
Leads, quotes, up to 5%
Works the lead inbox, writes quotes in the customer’s language and gives up to 5% discount without approval.
Does not see: other reps’ customers, unit cost
SALES MANAGER
Approves up to 10%
Runs the team pipeline and targets, and approves discounts over 5% up to 10%.
Sees: team deals and margin
COUNTRY DIRECTOR
Approves up to 15%, in Korean
Reads Vietnamese quotes in Korean, approves discounts over 10% up to 15%, and sees revenue and cash on one screen.
Sees: entity pipeline and receivables total
RECEIVABLES · KẾ TOÁN CÔNG NỢ
Invoices, payments, credit
Issues the e-invoice on delivery, matches payments to deals, and watches credit limits and aging.
Does not see: quotes before approval
HQ SALES
The pipeline in won
Reads the pipeline in won at three rate bases, and approves the discounts over 15%.
Sees: the mapped won report, no local edits
Each role is a permission set on the same record, with the same people and limits as the demo’s approval chain. Can head office change a local deal?
CUSTOMER DATA
Every lead lands in one place, and none of them twice
Your messenger business account, the Facebook Fanpage and the website form feed one inbox. Before anyone replies, JEV checks the tax code against your customers, so the same company never turns into three records.
- Messenger and Fanpage messages arrive as leads with the conversation attached
- Duplicate check by tax code (MST), merged when JEV is sure
- Leads scored and assigned by region and product
- Permissions by employee, so a rep sees their own customers
QUOTES & APPROVAL
Discounts follow the delegation rules
A rep can give up to the discount their role allows. Past that, the quote goes up the approval chain before the customer sees it, using the same rules as purchase requests and leave.
- Quotes in Vietnamese, Korean, English or Japanese from one record
- Discount limits set per role and per entity
- The approver sees margin and history in their own language
- The quote stays locked until the final approval, then unlocks for sending
DISCOUNT DELEGATION · HANOI OFFICE
Example rules| Discount | Final approval | Approval chain |
|---|---|---|
| Up to 5% | Sales rep aloneNo approval needed | — |
| Over 5%, up to 10% | Sales managerNguyễn Hoàng Anh | Rep → manager |
| Over 10%, up to 15% | Country directorLee Jae-won | Rep → manager → director |
| Over 15% | Head of sales at head officePark Min-su | Rep → manager → director → head office |
Q-2611 at 12% falls in the country director’s band. Limits are inclusive: 15% still ends with the director, anything above goes to head office.
Locked until approved. Q-2611 could not be sent while it waited. It went to the customer in Vietnamese on 10-03, after the final approval.
FINANCE ON THE SAME RECORD
Won, delivered, invoiced, and nobody re-types it
The quote, the contract, the e-invoice and the receivable are one chain of records in the same ledger, not data synced between two products. The invoice is drafted when the deal is won and issued when delivery is confirmed. When the payment arrives, it is matched to the deal the rep closed.
- E-contract on win; e-invoice from the approved quote once delivery is confirmed
- Receivable in account 131 with aging and due-date alerts
- Customer credit limits checked against open receivables plus the new quote
- Revenue entry posted in the TT99 ledger
RECEIVABLES AGING · AS OF 31 OCTOBER · DAYS PAST DUE
| Bucket | Invoices | Amount |
|---|---|---|
| Not yet due | D-2611 Đồi Thông TradingD-2598 Lá Phong Logistics Vina | 2,167,000,000₫ |
| 1–30 days | D-2571 Gió Nam Logistics | 418,000,000₫ |
| 31–60 days | D-2533 Hồ Sen Packaging | 286,000,000₫ |
| 61–90 days | D-2490 Đèo Gió Hardware | 99,000,000₫ |
| Over 90 days | — | 0₫ |
| Open receivables · 5 invoices | 2,970,000,000₫ | |
Credit limitĐồi Thông Trading · 1,210,000,000₫ open of 1,500,000,000₫ · 81% used
ONE DEAL, THREE RECORDS
One quote, three records that agree
Deal D-2611 is typed once. The pipeline, the approval document and the statutory journal all point at it, and head office reads it in won at the rate basis it chooses.
- The approval document carries the quote, not a copy of it
- The journal is posted from the issued invoice, debits equal to credits
- Every won figure is converted from its đồng amount and rounded to ₩1,000, never typed in
| Record | What it holds | VND | Transaction 0.0535 | Average 0.0528 | Closing 0.0519 |
|---|---|---|---|---|---|
| CRM pipelineWon | D-2611 · net after discount | 1,100,000,000₫ | ₩58,850,000 | ₩58,080,000 | ₩57,090,000 |
| Approval documentGroupware | Discount 12% · country director bandApproved by Lee Jae-won · 10-03 | 150,000,000₫discount | — | — | — |
| JournalFinance · TT99 | Dr 131 1,210,000,000 / Cr 5111 1,100,000,000 · Cr 33311 110,000,000VAT 10%excluded from the 8% cut · debits = creditsParent accounts: 131 → 1200 · 5111 → 4100 · 33311 → to confirm | 1,210,000,000₫ | — | — | — |
| Receivable balanceSupporting | Due 11-08 · 81% of the 1,500,000,000₫ credit limit | 1,210,000,000₫ | — | — | ₩62,799,000management view |
Head office reads the transaction-date rate. The pipeline figure is 1,100,000,000₫ × 0.0535, rounded to ₩1,000.
The quote is typed once. The approval document, the statutory ledger and head office’s won figure all point at the same deal.
E-INVOICES
Issued at delivery, corrected without erasing
The approved quote becomes a draft invoice when the deal is won. It is issued when delivery is confirmed, and a mistake is fixed with a new invoice linked to the original rather than by canceling it.
- Built around Decree 123/2020 as amended by Decree 70/2025
- Draft prepared on win from the approved quote, issued once delivery is confirmed
- Sent to the customer through your e-invoice provider
- Errors handled by a replacement or an adjustment invoice, linked to the original
Which e-invoice providers connect directly is confirmed during rollout. Timing for deposits, partial deliveries and installation contracts is confirmed with your tax advisor.
ISSUE · SALES INVOICE
IF AN ERROR IS FOUND AFTER ISSUE
SALES TEAM
Targets your team can see, on the same employee record
Each rep sees their pipeline and target; managers see the team. Because the rep is the same employee record HR uses, sales targets and payroll read one number.
- Targets per rep, team and entity, by month or quarter
- Activities: calls, visits and follow-ups logged on the customer
- Mobile app for the pipeline, quotes and approvals
- KPI results available to HR without an export
Won net against target. In-progress deals are shown in gray and not counted. Example figures.
REPORTS & HEAD OFFICE
One pipeline, read in đồng and in won
The Hanoi team forecasts in đồng. Head office reads the same deals in won without anyone rebuilding the numbers. Switch the rate basis and every line follows; click a stage or the total to see the deals behind it.
- Each deal keeps its own currency and the rate used to report it
- Transaction-date, monthly-average or closing rate, chosen per report
- Each deal rounded to ₩1,000, and every total is the sum of its rows
- The same rates Finance uses for the parent pack
Use the switch on the right, then click a stage.
| Stage | Deals | VND | KRW |
|---|---|---|---|
| 2 | 1,020,000,000₫ | ₩54,570,000 | |
| 1 | 520,000,000₫ | ₩27,820,000 | |
| 1 | 340,000,000₫ | ₩18,190,000 | |
| 2 | 1,970,000,000₫ | ₩105,395,000 | |
| 6 | 3,850,000,000₫ | ₩205,975,000 |
VND → KRW at the transaction-date rate 0.0535, each deal rounded to ₩1,000 · totals are sums of rows · same rates as the parent pack
Problems solved
The problems it takes off your desk
Leads lost in personal chats
Customers message reps on their personal messenger. When the rep leaves, the customer leaves too.
Leads from the company’s messenger business account land on the company record, not a phone.
The same customer, three times
Sales, accounting and the warehouse each keep their own list.
One record per tax code, merged by JEV.
Discounts nobody approved
A rep promises 15% on the phone and the margin is gone.
Quotes over the limit go up the chain before they are sent.
Invoices typed twice
Accounting re-enters every won deal from a spreadsheet.
The e-invoice and receivable come from the approved quote.
Receivables nobody chases
Overdue invoices surface only at month-end close.
Aging, due alerts and JEV reminders to the owner.
A head-office report built by hand
Every month someone converts the pipeline to won in Excel.
The same pipeline in won, at the rate head office chooses.
Integrations
Connected to what you already use
Messaging channels bring leads in; the rest of Nffice is the same record, not an integration.
LEADS & MESSAGING
E-INVOICE · DECREE 123/2020 · 70/2025
Issued through the provider your entity already uses.
INSIDE NFFICE
DATA
Customers and open deals come in from a spreadsheet, checked by tax code.
Ways to try it
Two ways to see it
NO SIGN-UP · 90 SECONDS
Follow one deal yourself
- A messenger lead becomes a quote in Vietnamese
- Push the discount and watch the approval chain grow
- Win and deliver it: e-invoice, receivable and journal entry
- See it in won at three rate bases
FREE · 30–60 MINUTES
A 1-on-1 demo with your deals
- Bring a few real deals and your discount rules
- We walk them from quote to invoice to the KRW report
- In Korean, Vietnamese or English
- Questions on messenger before and after
NFFICE CRM
$2.66 per sales user / month
- Minimum 5 sales users
- Based on 70,000₫ · converted at the 1 Oct 2026 rate
- JEV, mobile app and four quote languages included
Approvers and accountants do not need a CRM seat.
FAQ
Questions we get asked first
Can we bring our customers over from Excel or another CRM?
Yes. Customers, contacts and open deals come in from a spreadsheet export, and each row is checked against existing records by tax code before it is created.
Do we need our own messenger business account?
Yes. Messages to your company’s messenger business account arrive in the lead inbox. Reps reply from Nffice, so the conversation stays with the company when people change roles.
Does CRM need Nffice Finance?
No. Without Finance, a won deal still keeps the approved quote and the contract, and the invoice details can be exported. With Finance, the e-invoice and the receivable are created for you.
Which languages can a quote go out in?
Korean, Vietnamese, English and Japanese. The quote is stored once and printed in the language set on the customer record.
Who decides the discount limits?
You do, per role and per entity, in the same delegation rules Groupware uses. Changing a limit is logged like any other setting. The example table above shows one way to set the bands.
TT99 replaced TT200. Which accounts do sales and receivables use?
In the example on this page, revenue posts to 5111, output VAT to 33311 and the receivable to 131. Old accounts are carried into the new chart through a dated mapping, the same way as in Finance, and periods from 1 January 2026 post under TT99. The account list for your entity is confirmed with your accountant during rollout.
What if an issued e-invoice is wrong?
A wrong sales invoice is corrected with a replacement or an adjustment invoice that points back to the original, and both stay on the record. The flow follows Decree 123/2020 as amended by Decree 70/2025, and the exact wording of each case is confirmed with your tax advisor during rollout.
What happens to a quote over the customer’s credit limit?
The check adds the customer’s open receivables to the new quote total and compares the sum with the limit. Over it, the rep sees a warning, or, if you choose, the invoice needs finance approval before it is issued.
Who owns the messenger conversations?
They belong to the company’s messenger business account, not to the rep’s phone. How long they are kept and what happens to a departing employee’s access follow your privacy policy; the final wording here is set together with that policy.
Can head office change a local deal?
No. Head office reads the pipeline in won with read-only access, and its only action on a deal is approving a discount over 15%. Local records are changed in Hanoi, and every change is logged.
Follow one deal from messenger to head office
The demo takes a messenger lead through a quote, a discount approval, an e-invoice and the receivable, to the pipeline in won. About ninety seconds, no account needed.