Features that YST CRM does not have
meaning you don't need it

YST CRM is developed with an YST CRM orientation, where "Y" represents the variable around the relationships that a business can have. YST CRM allows you to track and maximize the value of these relationships, while expanding the power of CRM. Some of the "Y" terms in the YST CRM framework include: ERM - Employee Relationship Management, RRM - Reseller Relationship Management, Asset Management...

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Sales Marketing

  • Opportunity
  • Customer
  • Sales
  • Automated Marketing
  • AI Assistant
  • Appointment
  • Helpdesk
  • Call Center
  • Commission Calculation
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Cash Flow Finance

  • Invoice
  • Payment
  • Expenses
  • Debts
  • Fund Balance
  • Fixed Assets
  • Payment Reminder
  • Service Renewal
  • Electronic Invoice
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Human Resources

  • Recruitment
  • Employee Profile
  • Attendance
  • Salary
  • Goal Management
  • KPI
  • Wiki
  • Documents
  • Knowledge
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Operations

  • Work
  • Projects
  • Contracts
  • Inventory
  • Purchases
  • Calendar
  • Signature Process
  • Performance
  • Internal Notifications

External Optimization

Internal Optimization

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YST CRM - Visual Report

Automatic report summary to instantly capture every aspect of the business

The visually appealing dashboard screen helps managers easily capture the business situation instantly

Manage opportunities & customer information according to international standards

  • Easily create opportunities with just 1-click
  • Shorten the time spent nurturing opportunities
  • Significantly increase success rates
  • Automatically scan opportunity information from emails
Sales pipeline and Smart view
OKRs-based Management

Measure sales performance, boost revenue growth

  • Manage and evaluate sales performance accurately
  • Improve individual sales representative performance
  • Measure input, output, and conversion rates

Sales Forecasting in the Sales Pipeline

  • Helps salespeople generate stable and increasing revenue
  • Increases contract value
  • Ensures no potential opportunity is missed
Sales pipeline and Smart view
YST CRM - Webform integration

Automatically Collect Leads via Webforms, Connecting with Marketing Channels

  • Opportunity information from the website is automatically transferred to the CRM without re-entry
  • Integrates with any CMS

Marketing Channel Effectiveness Analytics, Providing Continuous Information to Marketing Team

  • Evaluates the effectiveness of each marketing channel
  • Enhances cooperation between sales and marketing teams
  • Improves the efficiency of marketing campaigns
OKRs goal management
YST CRM creates invoices and quotes

Automatically Generate Beautiful Proposals and Invoices to Impress Clients

Documents such as invoices, proposals, and quotes are automatically generated in a visually appealing format.

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Integrate Call Center to Enhance Sales Performance

  • Make and receive calls directly in YST CRM through the web interface or app
  • Listen to the entire call history within each opportunity
Virtual Call Center, callcenter

Effective cash flow management in real-time

  • Never miss any income or expense
  • Always know the most important financial indicators
  • Statistics and reports on a regular basis
Cash flow management

Automatically remind overdue payments via email, SMS

  • Reduce the time spent on debt recovery
  • Never miss any payment
  • Boost cash flow
Payment reminders
OKRs goal management

Set OKRs goals to drive business growth

  • Overall goal tree
  • Measure and evaluate execution performance
  • Build and evaluate personal goals
  • Link goals with BSC perspectives
  • Statistics and periodic reports

Digitize approval processes to save 90% of approval time

  • Reduce paperwork
  • Track all information
  • Support two-factor security
Approval process
SlimCRM recurring tasks

Save time and work more efficiently with recurring tasks

  • Set up recurring tasks
  • Assign task owners
  • Manage the recurrence cycle
  • Get automatic reminders and updates

Convenient Help Desk feature, build a top-notch after-sales service

  • Turn CRM into a comprehensive and transparent customer support center
  • Increase customer loyalty rate
  • Automatically scan support requests from the inbox
YST CRM customer support center
YST CRM customer portal

Customers submit tickets through a webform or create an account to log into CRM and send requests

  • A dedicated website for customers
  • Allows customers to submit support requests, access an online knowledge base, view project information, track payments...

Customize, add or remove fields to create new business workflows

Easily add or remove fields in customers, contracts, projects, tasks...

YST CRM customization feature
Permissions & flexible security

Flexible permissions by role, safer with 2-step security

Two-step security, define additional roles, flexible permissions, and log activities