Skip to main content

Agencies, events

From the brand’s first question to acceptance, campaigns run as one thread

Brand messages from Zalo or Messenger land in one inbox. Quotes have versions, campaigns have milestones, and payments come in by installment.

Inbox
Zalo OAPhuong Linh · Tra Sen Viet

We need to host a product launch for 200 guests in mid-December.

Hi Linh, I will send you a draft plan before 5 PM today.

Thanks. Please add an outdoor option too.

Illustrative data

Sound familiar? Flip a card to see how SB handles it.

Agencies, events: one business cycle on SB

Brands message on every channel, campaigns involve many vendors, and payments arrive in installments that everyone tracks a little differently.

  1. Most software says “customer” and “project”. Agencies say something else.

    Pick the agency trade and SB sets up a template that says “brand” and “campaign” in titles, menus and tabs.

    Sign-upSettings
Get started
Your tradeAgencies, events
  • CustomerBrand
  • ProjectCampaign
Sales pipeline for project services Campaign template with milestones Price list and quotes
Illustrative data
Step 1/7
CustomersWorkMoneyGrowthStep 1: Pick your trade, get a ready-made template1Step 2: Brands find you2Step 3: A message becomes a record3Step 4: Quotes with multiple options4Step 5: Campaigns run on milestones5Step 6: Collect by installment, payments auto-match6Step 7: Brands rate you after the job7CustomersWorkMoneyGrowthStep 1: Pick your trade, get a ready-made template1Step 2: Brands find you2Step 3: A message becomes a record3Step 4: Quotes with multiple options4Step 5: Campaigns run on milestones5Step 6: Collect by installment, payments auto-match6Step 7: Brands rate you after the job7

What SB changes: Agencies, events

Tra Sen Viet product launch
  1. Milestone 1 · Script approved
  2. Milestone 2 · Venue and vendors confirmed
  3. Milestone 3 · Stage build, dry run
  4. Milestone 4 · Event day, acceptance
Contract HD-077 expires in 21 days
Illustrative data

Campaigns split into milestones

Every campaign has milestones, every task has an owner and a deadline, and contracts tied to a campaign remind you before they expire.

Payment
Tra Sen Viet · installment 2 of 3VND 50,000,000Reference: SB0333 DOT2Awaiting payment Paid · auto-matched
Illustrative data

Installments that match themselves

When the brand transfers the right amount with the right reference, SB matches it to the installment. Anything off waits for your manual review.

Post-order survey
Post-order feedbackTra Sen Viet · Product launch

“Great stage. The sound still needs tuning.”

Illustrative data

Post-order survey

A one-time survey link that opens without a login and expires on its own after 14 days.

Frequently asked questions

Who replies to brands in the inbox?

Your people do. Messages from your Zalo Official Account and Facebook Page Messenger land in one inbox, anyone on the team can see whether a message has been answered, and every outgoing message is sent by a team member pressing Send.

How do I track a campaign with many vendors?

Campaigns split into milestones. Every task has an owner and a due date, and time is logged per task. Overdue tasks are flagged to the owner, so you do not have to chase each vendor by phone.

A brand pays in installments. How do I record incoming money?

Each milestone has its own installment with a VietQR for the exact amount. When the brand transfers the right amount with the right reference, SB matches it automatically. Anything that does not match goes to a queue for your manual review.

Does the survey link I send a brand require a login?

No. The link is single-use, opens without a login or an account, and expires on its own after 14 days. If you send the link through a messaging channel, it must pass the customer’s consent check first.

Try it for your agency

Sign up, pick your trade, and SB sets up templates and terminology that fit your business.

Start free trial