Pancake CRM_EN
  • About Pancake CRM
  • I. General introduction
  • II. Pancake
    • 2.1. Guidelines for registering and paying for Pancake packages
    • 2.2 Connecting platforms
    • 2.3. Install Pancake Extension V2
    • 2.4. Manage comments and messages
      • 2.4.1 Function to send photos and stickers
      • 2.4.2.Conversation Filter
      • 2.4.3. Page merge mode
    • 2.5. Create contact, Create appointment
    • 2.6. Cấu hình cài đặt
  • III. CRM
    • 3.1 Các tính năng của CRM
      • 3.1.1. Chức năng lọc trường thông tin
      • 3.1.2 Chức năng cập nhật nhanh các trường thông tin
      • 3.1.3 Tính năng Copy Paste bảng dữ liệu
      • 3.1.4 Tính năng Duplicate (Tạo bản sao) bản ghi
      • Call Center Feature on Pancake CRM
    • 3.2 Bảng liên hệ
    • 3.2 Bảng lịch hẹn
    • My task
  • IV. Cấu hình
    • 4.1. Cấu hình chung
      • 4.1.1 Tính năng báo trùng khi có số điện thoại trùng
    • 4.2 Cấu hình ứng dụng
      • 4.2.1 Kết nối Zalo Cloud
      • 4.2.2 Tích hợp SMS /Zalo ZNS eSMS
      • 4.2.3 Đồng bộ bản ghi
      • 4.2.4. Đồng bộ Google Sheets
      • POS - Webcake - Xendit - CRM - Botcake - Pancake
    • 4.3 Bản ghi tự động
    • 4.4 Nhân viên
      • 4.4.1 Thêm Nhân viên vào CRM
      • 4.4.2 Hồ sơ (Profile)
      • 4.4.3 Không muốn mọi người xem tất cả các hồ sơ?
    • 4.5 Mẫu Email
    • 4.6 Đồng bộ Facebook
      • 4.6.1 Đồng bộ sự kiện Facebook
      • 4.6.2 Leadform
    • 4.7 Kết nối đồng bộ Webcake - CRM
  • V. Tích hợp API
    • 5.1 List of tables
    • 5.2 Data of Table
    • 5.3 Create Record
    • 5.4 Update Record
    • 5.5 Create Table
    • 5.6 List of Profiles
    • 5.7 Record History
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About Pancake CRM

Customer Relationship Management (CRM) software plays a crucial role in optimizing workflows and enhancing business performance. Among them, Pancake CRM stands out with comprehensive features that effectively serve various service industries such as spas, clinics, education, English centers, tourism, property rentals, and many other service sectors.

Features of Pancake CRM

  1. Supports Many Service Industries: Flexible software support for many types of businesses, from Spas, Clinics, Education, English Centers to tourism, House Rental, and many other fields

  2. Advertising Campaign Management: Integrates advertising campaign management capabilities, helping businesses track the performance of marketing campaigns.

  3. Customer information storage: Easily store and manage detailed customer information in a safe and secure multi-channel environment, from social networks including: Facebook, Tiktok, Whatsapp, Instagram, Zalo, Website , Landingpage.

  4. Track Marketing Performance: You can track the number of customers passed through your marketing campaign, and analyze performance in detail.

  5. Track Sales Workflow: Helps track the sales team's work process, from lead generation to customer care.

  6. Detailed Dashboards: Provides detailed dashboards on business activities, helping managers make effective decisions.

  7. Customer Care Schedule Reminder: Supports creating and sending customer care schedule reminders, helping to maintain and develop relationships.

  8. Using SMS, Switchboard, Automated Flow: Integrate communication channels such as SMS, switchboard, and automated flow to interact with customers conveniently.

  9. Facebook Event Sync: Connect and synchronize event data on Facebook, helping to optimize marketing strategies on this platform.

NextI. General introduction

Last updated 1 year ago

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