Solution for agencies
Sales teams sell faster, managers see clearly
Every customer, opportunity and message in one place — and every morning the AI assistant tells you who to call first.
Pain points & fixes
Agencies don't lack leads — they lack a system to keep them and close fast
1. You send inventory… and never know if they looked
Reps call blind, leads go cold, deals drift to other agencies.
Pick units, send a Share link with password / expiry; see when they open it and which units, and 'interested' becomes a lead.
- Share links
- Open tracking
- Lead inbox
2. Customers live in each rep's Zalo
A rep leaves and takes the customers; managers can't see who's being followed up.
Customers – Opportunities – Reminders live in the company system; reps see theirs, leads see the team, customers move in a few clicks.
- Customers
- Kanban opportunities
- Reminders
- Data visibility
3. Every rep quotes differently
Wrong policies, customers compare, managers fix files one by one.
Quotes follow the developer's current policy; above authority they go for approval; share a quote link and see when it's opened.
- Quotes
- Price sheets
- Waiting for me
4. Holding a unit means calling the developer
One beat late and the unit — and the buyer — is gone on launch day.
Hold right on the inventory, the unit locks, the queue moves up automatically; open the deal, deposit and contract on the workflow.
- Holds & queue
- Transactions
- Contract templates
5. Every morning: who do I call first?
Urgent tasks are forgotten, instalments slip, opportunities stall.
The AI assistant sums up urgent work every morning, flags idle opportunities and drafts messages for reps to send.
- AI assistant
- Morning brief
- Customer outreach
One operating flow
More than a CRM — the whole chain from property to contract and collections
- 1
Inventory
Many projects, many developers
- 2
Share links
Send baskets, track opens
- 3
Customers
Profiles, needs, sources
- 4
Opportunities
Pipeline, forecast
- 5
Quotes
On policy, with approval
- 6
Holds
Lock units instantly
- 7
Contracts
Templates, addenda
- 8
Collections
VietQR, instalment reminders
What you get with EstNex
Customers & Opportunities
Custom stages, care history, Excel import; each salesperson only sees their own customers.
Share links
Send unit baskets by public, password or email link; see when they're opened; a click on interested becomes a lead.
Quotes
Follow the current Sales policy; above your authority they go for approval, with a trail.
Reminders & AI assistant
Call-back reminders and due tasks; the AI assistant logs calls, creates reminders and drafts messages.
Customer outreach & Campaigns
Zalo, SMS, email — one message or multi-step campaigns with per-step reports.
Team chat
Messages, voice / video calls, reminders, announcements; push notifications to your phone.
Frequently asked questions
Do we lose customers when a rep leaves?
No. Customers and care history stay in the company system; managers reassign them in a few clicks.
Can one agency sell for several developers?
Yes. One account belongs to several workspaces and switches between them; each developer's data and permissions stay separate.
Can we see whether customers viewed the inventory?
Yes. Every share link records opens; when a customer clicks “interested” they become a lead and the rep is notified.
Can we message customers on Zalo or SMS?
Email is sent automatically; Zalo / SMS messages are drafted from templates for reps to send. Multi-step campaigns are included.
How do managers follow the sales team?
Dashboard + opportunity Kanban by stage, pipeline value, win rate; data visibility by team / branch.
See a demo on your own workflow
30 minutes online: we set up a demo project the way your company sells, and walk through the AI assistant and the social-housing module.