Turn Yourself Into a One-Person
Professional Marketing Team

Sorian CRM combines Funnels, CRM, and AI Automation into one simple platform that helps freelancers, solo marketers, and small business owners attract new clients, nurture existing customers, and automate their entire workflow - without needing a tech team or complicated tools.

No contract required

14-day free trial

Our Process

SORIAN CRM HELPS YOU SOLVE THE FOLLOWING PROBLEMS:

Lack of Connection

Feeling overwhelmed using too many disconnected tools (CRM, email, landing pages, chatbots…)??

Not sure where each customer is in their journey or how to nurture them effectively?

➡️ Sorian brings everything into one place, giving you a clear view of your entire pipeline and every customer’s status.

Reactive & Time-Consuming

Struggling because you don’t have a technical team or spend too much time launching each new campaign?

➡️ Sorian provides ready-to-use forms, emails, funnels, and automation workflows - just drag, drop, and activate.

We also guide you 1-on-1 to help you set up a system that fits your industry.

Lost Opportunities

Missing sales from existing customers because follow-ups are manual and inconsistent?

➡️ Sorian automates customer nurturing across multiple channels (Zalo, Facebook, Email), supports A/B testing, and tracks conversion rates.

All data comes with clear reports so you can optimize every step.

Explore Features

🎯 WHAT CAN SORIAN CRM DO FOR YOU?

1. PROFESSIONAL FUNNELS & LANDING PAGES

  • Drag-and-drop builder - publish instantly.

  • Hundreds of ready-made templates for webinars, flash sales, lead magnets, digital products, and more.

  • Easily add forms, pop-ups, scheduling, payments, videos… in just minutes.

2. CUSTOMER ENGAGEMENT TOOLS

  • Automatically tag and segment customers based on behavior.

  • A visual pipeline shows exactly who needs follow-up and who is ready for an upsell.

  • Send automated email/SMS/Zalo/Facebook messages directly from the CRM.

3. MULTI-CHANNEL CUSTOMER SUPPORT

  • Webchat, Google My Business, Facebook Inbox, Zalo OA… all integrated in one place.

  • Set automated replies and nurture flows for each customer segment.

  • Automated messaging, reminders, and promotions - all on autopilot.

4. UNLIMITED MARKETING AUTOMATION

  • Drag-and-drop workflows to build smart email/SMS/inbox campaigns.

  • Send messages, add tags, update statuses, and trigger automated sales steps.

  • Behavior-based triggers: email opens, clicks, no response, appointment booked, form submitted…

5. SMART SCHEDULING & AUTOMATED REMINDERS

  • Real-time availability scheduling - fully synced with Google Calendar.

  • Automated SMS/email reminders, double-booking prevention, and member-level calendar permissions.

  • Automatically track each appointment and measure performance.

6. BUILD COMMUNITIES & ONLINE COURSES

  • Create memberships, online courses, quizzes, and student communities.

  • Track learning progress, upsell digital products, and issue certificates automatically.

Smart customer management

that simplifies every workflow

with just ONE platform.

Our Mission

HOW YOU CAN USE SORIAN CRM

TO OPTIMIZE YOUR WORKFLOW

AND SCALE YOUR BUSINESS

For Marketers and SME Businesses

✨ Sorian CRM is more than just a CRM software - it’s a platform that helps you work more efficiently, automate more tasks, and grow faster, whether you’re a solo marketer or a small team.

💼 White-Label CRM for You or Your Clients

You can easily “package” Sorian CRM into your own branded product:

- Change logo, colors, and domain to match your brand.

- Offer it to clients as if it were your own CRM software.

- Perfect for agencies, freelancers, and trainers.

👉 Turn Sorian into your exclusive solution - increasing your credibility and profit.

📱 Mobile App - Work Anytime, Anywhere

Whether you’re at the office, at home, or meeting clients, you can still:

- Track new leads and respond instantly via Facebook/Zalo messages.

- Manage appointments, orders, and payments.

- Receive notifications the moment someone registers or makes a purchase.

👉 With just your phone, you can run the entire system like a pro.

📚 Resource Library & Supportive Community

You get access to:

- Optimized templates for landing pages, emails, chatbots, and workflows.

- Industry-specific customer care scripts (spa, education, real estate…).

- A support community for technical + strategy help via Zalo and a full Vietnamese resource library.

👉 Easy to set up -Easy to learn - Easy to get results.

Our Process

NO MORE USING A BUNCH OF SEPARATE TOOLS THAT DON’T CONNECT WITH EACH OTHER

You're currently juggling 6–7 different tools for small tasks:
Landing pages (Webflow), email marketing (Mailchimp), CRM (HubSpot), separate Zalo OA, separate Facebook inbox, booking on Calendly… and then managing everything again on Excel?

The problem is:

  • These tools don’t share data with each other

  • Your monthly costs keep rising but efficiency doesn’t

  • Every time you want to run a campaign - you have to ask a tech person to “connect everything”

TOOLS INTEGRATED INTO THE SORIAN CRM SYSTEM

Helps you run your marketing, sales, and customer service

all in one single platform.

LogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogo

Our Process

NO MORE USING A BUNCH OF SEPARATE TOOLS THAT DON’T CONNECT WITH EACH OTHER

You're currently juggling 6–7 different tools for small tasks:
Landing pages (Webflow), email marketing (Mailchimp), CRM (HubSpot), separate Zalo OA, separate Facebook inbox, booking on Calendly… and then managing everything again on Excel?

The problem is:

  • These tools don’t share data with each other

  • Your monthly costs keep rising but efficiency doesn’t

  • Every time you want to run a campaign - you have to ask a tech person to “connect everything”

TOOLS INTEGRATED INTO THE SORIAN CRM SYSTEM

Helps you run your marketing, sales, and customer service

all in one single platform.

LogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogo

As soon as you sign up

SORIAN TEAM SUPPORTS YOU WITH FULL IMPLEMENTATION & MARKETING TRAINING

“You don’t need to be an expert - we’ll turn you into the expert of your own system.”

We implement with you - you’re never left figuring things out alone

- Clarify your business model, customer segments, and products.

- Build your custom CRM structure: tags, pipelines, and automation workflows.

- Set up email, chatbot, scheduling, and demo funnels so you can apply them immediately.

⇨ Marketing & Branding Strategy Tailored to Your Industry

– You’ll know exactly which funnels to use and how to nurture your leads.
– How to embed your brand messaging into your automations.
– Choosing the right touchpoints throughout the customer journey.

1–1 Training Roadmap: Become a “One-Person Marketing Department”

– Step-by-step guidance via Zoom, with daily checklists.
– Create funnels, write emails, set up booking, tracking — all without needing IT.
– The goal: “Not just knowing the software — but knowing how to run marketing the right way.”

Your success,

Always by Your Side
From Strategy to Execution

#1

Centralized Inbox Management

Connect and support customers from every channel - all in one inbox.

Sorian CRM integrates inboxes from Facebook, Zalo OA, Email, Webchat… helping you reply to messages, comments, and track interaction history easily - without missing any customer.

#2

Customer Tracking & Nurturing

Know exactly where your customers are in their journey - and respond at the right moment.

Automatically tag, segment, and track customer behavior (email opens, clicks, bookings…). From there, build personalized nurture and sales automations - fully automatic.

#3

Advanced Reporting & Analytics

Make smarter decisions with clear and visual data.

From funnel conversion rates, email open rates, revenue by pipeline, to the number of customers nurtured - everything is displayed inside Sorian’s dashboard.
You’ll know exactly what’s working and what needs optimization.

Your success,

Always by Your Side
From Strategy to Execution

#1

Centralized Inbox Management

Connect and support customers from every channel - all in one inbox.

Sorian CRM integrates inboxes from Facebook, Zalo OA, Email, Webchat… helping you reply to messages, comments, and track interaction history easily - without missing any customer.

#2

Customer Tracking & Nurturing

Know exactly where your customers are in their journey - and respond at the right moment.

Automatically tag, segment, and track customer behavior (email opens, clicks, bookings…). From there, build personalized nurture and sales automations - fully automatic.

#3

Advanced Reporting & Analytics

Make smarter decisions with clear and visual data.

From funnel conversion rates, email open rates, revenue by pipeline, to the number of customers nurtured - everything is displayed inside Sorian’s dashboard.
You’ll know exactly what’s working and what needs optimization.

FAQS

❓ Frequently Asked Questions (FAQ)

1. I’m using other tools — can I migrate everything to Sorian CRM?

Yes. We support importing data from platforms like Mailchimp, Hubspot, GetResponse, Google Sheets, and more.
You just need to send your list or account details - the Sorian technical team will help you migrate everything for free.

 2. Which tools can Sorian CRM replace?

Sorian CRM comes with all the essential features so you no longer need multiple separate tools. Specifically, it can replace:

- Mailchimp / GetResponse (Email Marketing)

- Calendly (Appointment Booking)

Hubspot / Google Sheets (CRM & Customer Management)

- ManyChat / Zalo OA (Chatbot & Customer Support)

- WordPress (Landing Pages & Website Builder)

- Google Data Studio (Revenue & Customer Behavior Reports)

3. Will I get support after signing up?

Yes! When you sign up, you’ll receive:

- 1–1 setup guidance via Zoom (during the first 14 days)

- Vietnamese tutorial videos that are simple and easy to follow

- Access to our Zalo support group for technical help & strategy

- Industry-specific implementation consulting (spa, education, real estate, online sales, etc.)

4. Can I cancel the service at any time?

Yes. Sorian CRM’s monthly plan has no contractual commitment. You can cancel or upgrade anytime.
If you choose the annual plan, you’ll receive additional technical support benefits and extra campaign templates.

 5. Can I use Sorian CRM to offer services to my clients?

Absolutely! You can use the White-label CRM feature to create a fully branded system under your own name and resell it to your clients. It’s perfect for agencies, marketing consultants, coaches, and sales experts.

6. My team only has 1–2 people. Is Sorian still suitable?

Perfectly suitable! Sorian CRM helps you automate most of your marketing and customer-care tasks, so you don’t need a big team. Many of our users run everything smoothly with just one person (sometimes the business owner themselves) - yet the system still operates like a professional full-scale team.

7. Is my customer data secure?

Absolutely, Sorian CRM follows strict security standards - all data is encrypted and stored on a highly secure infrastructure. You have full control over your information, and no one can access it unless you grant permission.

8. Can Sorian integrate with other software?

Yes. Sorian CRM supports integration through Webhook, API, and comes with built-in connections to platforms like Facebook, Zalo OA, Google Calendar, VNPAY, Zapier, and more. If you need a custom integration, our technical team can help set it up for you.

Our Partners & Investors

Testimonials

Smart Solutions. Real Results.

"

Since switching to this CRM, our client communication and internal processes have dramatically improved. The platform is intuitive, efficient, and the support team truly understands what businesses need.

Image

Brooklyn Simmons

Operations Manager

@brooksim1

Pricing Plans

🏆 Enjoy 14 Days Free & Plus Special Pricing Options

📦 MONTHLY PLAN

Perfect if you want to start step-by-step and keep your monthly cost flexible.

Unlimited landing pages, funnels & websites

Store up to 1 million customer records

Unlimited team members

Smart CRM – lead tagging, customer management, automated messages

Unlimited marketing & customer care workflows

Manage revenue, invoices, contracts & orders

Unlimited forms, surveys & blogs

Automated email marketing system (own SMTP or shared SMTP)

Integrated Webchat, Google My Business chat, Facebook & Instagram

Customer sentiment tracking from Facebook & Google

Two-way email conversations

Automated scheduling & appointment reminders

Social posting system for Facebook Pages, TikTok, Reels & YouTube

Create online courses, forums & internal groups

A/B Testing, revenue analytics, and conversion rate insights

$40

Per Month

🛠 Setup Fee (one-time): $100

🏆 YEARLY PLAN

Optimized for long-term cost savings & maximum performance - ideal for serious builders.

Includes all features in the MONTHY PLAN, plus:

Priority technical support

Industry-specific funnel templates (spa, education, real estate…)

Deeper marketing & branding strategy consultation

12-month development roadmap: from initial setup to team expansion

Free setup fee (a $100 value )

Advanced onboarding package (a $120 value)

Full set of ready-to-use automation, funnel & email templates

$480

Per Year

Pricing Plans

🏆 Enjoy 14 Days Free & Plus Special Pricing Options

📦 MONTHLY PLAN

Perfect if you want to start step-by-step and keep your monthly cost flexible.

Unlimited landing pages, funnels & websites

Store up to 1 million customer records

Unlimited team members

Smart CRM – lead tagging, customer management, automated messages

Unlimited marketing & customer care workflows

Manage revenue, invoices, contracts & orders

Unlimited forms, surveys & blogs

Automated email marketing system (own SMTP or shared SMTP)

Integrated Webchat, Google My Business chat, Facebook & Instagram

Customer sentiment tracking from Facebook & Google

Two-way email conversations

Automated scheduling & appointment reminders

Social posting system for Facebook Pages, TikTok, Reels & YouTube

Create online courses, forums & internal groups

A/B Testing, revenue analytics, and conversion rate insights

$40

Per Month

🛠 Setup Fee (one-time): $100

🏆 YEARLY PLAN

Optimized for long-term cost savings & maximum performance - ideal for serious builders.

Includes all features in the MONTHY PLAN, plus:

Priority technical support

Industry-specific funnel templates (spa, education, real estate…)

Deeper marketing & branding strategy consultation

12-month development roadmap: from initial setup to team expansion

Free setup fee (a $100 value )

Advanced onboarding package (a $120 value)

Full set of ready-to-use automation, funnel & email templates

$480

Per Year

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📋 START YOUR FREE TRIAL & BOOK 1:1 DEMO

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SORIAN INSTITUTE OF BUSINESS & MARKETING LLC

Hotline: 830-800-5050

Address: 722 S Peck Street Shiner, TX 77984

ONKlinical Research LLC, 5900 Balcones Dr ste 100, Austin, TX 78731, Hoa Kỳ

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