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Sales representatives

Every customer in one place, know who to call first, quote instantly

Customers from Zalo, Facebook and Excel land in one list. Sulato AI scores them so you know who to call first, then you quote from your own price list.

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Priorities today
  • Dong A Steel Co.Close to closing91
  • Hoa Binh SupermarketViewed the quote68
  • Hung Phat StoreJust asked for a price52
  • Tan Viet BookstoreNeeds a follow-up meeting41
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Sound familiar? Flip a card to see how SB handles it.

Sales representatives: one business cycle on SB

Customers are scattered everywhere, you forget callbacks, and after closing you still have to ask whether the money arrived.

  1. Customers come from Facebook, Zalo and ads, each in a different app.

    Each customer records where they came from: Facebook, Instagram, TikTok, YouTube, LinkedIn, Google Ads, Zalo.

    LeadsCustomers
New leads
  • LBao LongDong A Steel Co. · Google AdsNew
  • PMai PhuongHoa Binh Supermarket · ZaloNew
  • HQuoc HungHung Phat Store · FacebookNew
  • HThu HaTan Viet Bookstore · LinkedInNew
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Step 1/7
CustomersWorkMoneyGrowthStep 1: Customers from every source in one place1Step 2: Reply to customers from the inbox2Step 3: Know who to call first3Step 4: No more forgotten callbacks4Step 5: Quote from your price list5Step 6: Track the money coming in6Step 7: Your customers stay with you7CustomersWorkMoneyGrowthStep 1: Customers from every source in one place1Step 2: Reply to customers from the inbox2Step 3: Know who to call first3Step 4: No more forgotten callbacks4Step 5: Quote from your price list5Step 6: Track the money coming in6Step 7: Your customers stay with you7

What SB changes: Sales representatives

Inbox
MessengerMai Phuong

Next week we need 10 more shelves.

Sure, I will send you an additional quote right away.

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Every message in one inbox

Customers message you on Zalo OA or Messenger and it all lands in one inbox. You reply there, and you press Send on every message.

Quote
Q-0322 · Hung Phat Store
  • Glass display cabinet × 6VND 31,200,000
  • Inner-city deliveryVND 1,800,000
TotalVND 33,000,000
Sent to customer
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Quotes from your own price list

Prices come from your price list, quotes are versioned, and they print on A4. When the customer agrees you get a draft order, with no retyping.

Data export
  • CCustomers.xlsx1,284 customers · exportedFile
  • hCare history.xlsxAll conversations and tasksFile
  • OOpportunities.xlsx37 open opportunitiesFile
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Your customers stay with you

Export customers and care history to files at any time. The data lives in the workspace you create.

Frequently asked questions

If I change companies, where do my customers go?

You create the workspace, so your customers, care history, opportunities and templates live in it. You can export your data to files at any time.

Can my company see the data in my workspace?

You create the workspace, and data is kept separate for each business. Only people you invite can get in, and each sees what the role you assign allows.

Which channels does the inbox receive messages from?

Your business’s Zalo Official Account and Facebook Page Messenger. All messages land in one inbox and you reply there; a person presses Send on every outgoing message.

I am out meeting customers all day. Can I use it on my phone?

Yes. You install SB on your phone’s home screen like an app and open it with a tap. You need an internet connection to use it.

More in Sales careers

Business development executivesSales team leadsHeads of salesSpas, salons, clinicsDesign, agencies, consultingTraining centersOnline shops, stores, wholesale and retailWorkshops and contract manufacturing

Create your own workspace

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

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