CUSTOMER CRM

All-round customer relationship management Every customer deserves to be valued

From marketing and lead acquisition to opportunity tracking, contract signing, and aftersales, covering the full customer lifecycle. Sales teams gain efficiency, management gains visibility, and the company builds lasting customer assets.

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9Items
Core Modules
100%
In-House R&D
5,000+
Enterprise Customers

Module Overview

Click any module for detailed feature descriptions.

Lead Acquisition

Omnichannel prospecting captures high-quality leads.

Consolidate leads from website forms, paid ads, social media, and campaign landing pages into a unified pool. Combined with tag-based profiling and marketing automation, sales teams reach target customers faster.

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Customer Management

360-degree customer view

Complete customer profiles integrating basic info, contacts, opportunities, contracts, receipts, service tickets, and communication logs. Paired with tagging and permission controls, teams know every customer inside out.

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Lead Management

Standardized conversion funnel leaves no lead behind.

Covering the entire lead lifecycle from entry, cleansing, assignment, follow-up, to conversion. A standardized conversion path and stage-based follow-up strategy fully capitalize on every lead.

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Opportunity Management

Visual sales funnel lifts win rates.

Manage the full opportunity lifecycle from requirement confirmation to closed deal. A real-time funnel visualizes stage progress, paired with weighted forecasting to support revenue prediction.

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Contract Management

Full contract lifecycle ends paper chaos.

Full contract lifecycle from drafting, approval, signing, archiving, execution, to renewal—powered by template generation, online approval, e-signatures, and execution tracking.

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Payment Management

Transparent AR/AP drives timely collections.

Centrally manage customer receipts, supplier payments, invoice registration, and reconciliation. Term monitoring, receivables alerts, and overdue analysis collaborate to recover every payment.

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Product Management

Unified product hub helps sales know the product.

An enterprise product library centralizing categories, specs, pricing, images, documents, and stock. Sales select and quote online—maintained once, used everywhere.

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Customer Service

Tickets plus knowledge base to lift service quality across the board.

Covering aftersales, inquiries, complaints, follow-ups, and knowledge base. Auto ticket dispatch, SLA monitoring, and satisfaction surveys keep customers happy.

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WeCom SCRM

Social-style customer operation built on WeCom.

Deep WeCom integration—chat sidebar, customer asset protection, broadcast helper, and conversation archiving—brings professionalism to private domain operations.

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