List and saved views
Search by name, code, tax ID, phone, email. Built-in views include My customers, New this week and Not bought in 90 days. Switch between Table, Kanban and Cards, and save your own filters.
Sales / Customers
Customers stay with the company, even when staff leave
Every customer has one profile: who owns it, who the contacts are, what they bought, which quotation is open, what was said in chat. When a salesperson leaves, the history stays with the company.
The problem
Customer data lives on each salesperson's own device
Customer lists sit in private Excel files, phone numbers in personal Zalo, quotation history in email. When someone leaves, the company loses the relationship too.
- The same company is entered twice by two people, and both call to pitch.
- Nobody knows which customers have not bought for months or have a quotation waiting.
- Reassigning a customer means copying by hand and losing the history.
How hOne solves it
One shared customer list, permissioned by owner
hOne keeps customers and contacts in one place. Each person sees the customers they own, were shared, or are within their permission scope. Orders, quotations, contracts, tasks and conversations attach to the profile automatically.
Key capabilities
360 customer profile
The detail page has tabs for Overview, Orders, Quotations, Contracts, Tasks, Conversations, Payments, Contacts, Documents and History. A customer can have several owners, one of them primary.
Contacts and sub-companies
Each customer has multiple contacts tagged with contact types you configure (primary, billing, shipping...). Parent companies and branches link in a hierarchy.
Customer groups
Create groups such as VIP or Dealer with a color, priority and a percent or fixed-amount discount. Add customers to a group one by one or in bulk from the list.
Excel import and export
Download the template, fill it in, and press Validate to see bad rows before importing (up to 3,000 rows, 10MB). A row matching an existing code, or name plus tax ID, updates that customer instead of creating a new one.
Duplicate control and merge
When adding a customer, hOne warns on matches in the fields you pick, or blocks creation. The Find duplicates tool merges two profiles; orders, quotations and contracts move to the one you keep.
Sharing and handover
Share a customer with a colleague as View only or Can edit, with an expiry date. When someone changes role, Handover switches the owner; past revenue stays as it was.
Tax ID lookup
Enter a tax ID on the company lookup page to get the company name, address, representative and industry. Results are saved for quick reuse.
In the product
How it works
Configure
Open Customer settings: customer types, contact types, statuses, industries, customer code rule (prefix, number length) and duplicate check.
Load data
Import your existing Excel or add customers one by one. hOne checks duplicates and assigns the owner.
Work daily
Open a profile to see orders, quotations and conversations, create tasks and notes. Assign groups or change status in bulk.
Review
The My customers overview shows quotations awaiting reply, contracts about to expire and customers who have not bought in over 90 days.
A real workflow
Lan takes over Minh's customer
Minh moves to the projects team. Company ABC has a quotation waiting for a reply.
- ManagerOpens the Company ABC profile and uses Handover to make Lan the primary owner, with a reason.
- LanOpens the Quotations and Conversations tabs and reads the earlier exchange.
- MinhKeeps View only access for 30 days to support the transition.
- hOneNew orders and quotations belong to Lan; past revenue stays with Minh.
Connects with the rest of hOne
QuotationsCreate quotations straight from a customer profile; they show in its Quotations tab.Sales pipelineSales opportunities link to customers; filter customers with an open opportunity.OrdersThe customer's orders and balances appear in the profile.Omnichannel chatZalo, Messenger and other chats show in the Conversations tab.ContractsContracts and their expiry dates sit in the Contracts tab.
Frequently asked questions
Can every salesperson see all customers?
Not by default. Staff see customers they own, were shared, or are within their permission scope (for example team-level view). Administrators see everything.
Are there limits on Excel import?
Yes: .xlsx or .xls, up to 10MB and 3,000 rows per import, read from the first sheet. Press Validate first; rows with errors can be downloaded as a report to fix.
Does deleting a customer lose data?
A soft delete can be restored. Permanent delete is administrator-only and cannot be undone.
Where does tax ID lookup get its data?
hOne caches lookup results and refreshes from a public external source when needed. Data depends on that source, so verify before issuing an invoice.
More in this area: Sales & CRM
Sales pipelineStep-based opportunity board, department handover, price hiding per step, forecast and win rate.QuotationsBuild quotations, tiered discount approval, PDF and link sharing, online replies, convert to order.ProposalsSection-based proposals, multiple price options, branded PDF, internal approval, customer signing and comments.OrdersSales orders: price approval, customer confirmation by link, payments, stock-out, subscription renewals.ContractsSales and purchase contracts: approval and signing flows, customer link, renewals, payment schedules, scan import.ProductsCategories, variants, several price types, minimum-margin rules, Excel or WooCommerce import, AI descriptions.