Email send/receive + EDM marketing automation
Build a unified customer view that integrates profiles, contacts, opportunities, contracts, payments, service tickets, and communication logs. Combined with tag systems and permission controls, teams know every customer inside out.
360° customer profiles—grasp the full picture in one screen
Complete capabilities built around the full business process
One-stop management of company info, contacts, key decision-makers, and affiliated entities, with support for custom extension fields.
All communication, follow-up, order, and service records presented on a timeline—even newly assigned reps get up to speed in seconds.
Flexibly tag by industry, size, value tier, and lifecycle stage to power precision marketing and segmented operations.
Flexibly control view and edit rights by department, role, and ownership to prevent customer resource leakage.
Customers move between the public and private pools by rule, reactivating idle resources.
Multi-dimensional reports on customer distribution, activity, and lifetime value to support business decisions.
Flexibly adapts to different business models
Customers, contacts, and follow-up records live in the system rather than with individuals—staff turnover no longer means losing customers.
Complete customer profiles plus service history make every follow-up more professional and targeted.
Supports multi-level headquarters–subsidiary–contact structures, untangling even the most complex customer relationships.
From profile creation to value operation—digital end to end
Capture customer data from multiple channels; custom fields meet unique business needs
Flexibly tag and segment by industry, size, value, and lifecycle stage
Communication, orders, and service all recorded on the timeline for smoother collaboration
Customer analytics identify high-value and at-risk customers for refined operations
Enterprise-grade architecture—secure, stable, and scalable
200+ configurable fields on customer profiles fit industry attributes with no development
Three-dimensional control of view and edit by department, role, and ownership to prevent leakage
Configurable transfer rules and reclaim policies automatically reactivate idle resources
iOS / Android / mini program sync across three ends—field reps maintain customer data on the go
Multi-dimensional drill-down reports on customer distribution, activity, and lifetime value
REST + Webhook for seamless integration with ERP / finance / e-commerce systems
Real, tangible business value
Customer data belongs to the company, not individual reps—it can't walk out the door when they leave.
Sales, service, and business teams share one customer view—no more repeated questions.
The timeline clearly shows every interaction, giving follow-up strategies a solid basis.
Multi-dimensional customer analytics help you identify high-value and at-risk customers.
Questions you may have
Beyond the 200+ built-in standard fields, you can freely extend text, dropdown, date, number, attachment, and linked-object fields by industry; field linkage, required validation, and uniqueness constraints are all supported. For example, manufacturers can add "annual purchase volume" and "core product lines," while financial firms can add "risk level" and "credit limit"—all configurable with no development.
A built-in deduplication engine intelligently matches by company name, unified social credit code, phone, and email, flagging duplicates in real time during creation and offering a merge option. Public/private pool transfers are also validated to prevent the same customer being followed up by multiple reps and causing collisions.
Customer data belongs to the company, not individuals; departures are handed over to a successor with one click. Operation logs are fully retained, so exports, edits, and views are all auditable; sensitive fields (such as phone numbers) can be masked, and together with the permission matrix this prevents resource leakage at the source.
Yes. Native iOS and Android apps plus a WeChat mini program let field reps view profiles, log visits, upload on-site photos, and review the timeline anytime, with cloud data syncing in real time—offline edits upload automatically once back online.
Yes. We provide standard REST APIs and Webhook event subscriptions, with integration plans for mainstream ERPs (Yonyou, Kingdee, SAP), e-commerce platforms, and service systems. Orders, payments, and tickets are automatically aggregated to the customer timeline, with integration typically completed in 3–5 business days.
The standard edition works out of the box—account activation and basic field configuration take just 30 minutes; custom field and workflow development typically takes 2–6 weeks. For a detailed quote, please contact our inquiry hotline at 400-003-2253, and we'll provide a plan based on your team size and business complexity.
1-on-1 dedicated consultant service to tailor a customer management solution for you