From lead to customer with a standardized conversion funnel
Covering the full process of lead capture, cleansing, assignment, follow-up, and conversion. Build a standardized conversion path and pair it with a staged follow-up strategy so every lead is fully nurtured.
A clear lead funnel with a controllable conversion path
Complete capabilities built around the full business process
Manual entry, batch import, API integration, and form capture—flexible intake across multiple methods.
Automatically deduplicate by phone/email/company name, and clean invalid leads with one click.
Standard path of lead → opportunity → quote → contract, with a dashboard at every step.
The system automatically generates follow-up tasks and reminders to keep leads from going dormant.
Long-uncontacted leads automatically return to the public pool for interested reps to claim.
Data insights into stage dwell time, loss reasons, and top sales performers.
Flexibly adapts to different business models
With many reps and high lead volumes, standardized process controls are needed to avoid wasting leads.
Batch lead assignment + retained follow-up records, combined with call recording management to improve outbound quality.
Batch-import trade show business cards and event sign-up forms, then assign to reps by region for follow-up.
From capture to closed loop—a standardized funnel in one go
Multi-channel leads converge into one pool, with auto-deduplication to prevent collisions
Assign reps in seconds by region/industry rules, with SOP tasks auto-dispatched
One-click conversion from lead to opportunity, with all follow-up records synced seamlessly
Analyze conversion rates at each funnel stage, distilling a repeatable conversion methodology
Enterprise-grade architecture—secure, stable, and scalable
A multi-dimensional dedup engine automatically detects and merges duplicate leads
A 30+ dimension scoring model that continuously self-learns and optimizes from deal data
A visual rule editor that flexibly configures by region/industry/product line
New leads pushed to App / mini program in seconds, so field reps respond anytime
Multi-dimensional reports on conversion rate/dwell time/loss reasons at each stage
Full audit of lead ownership and operation logs to prevent collisions and leakage
Real, tangible business value
The public pool reclaim mechanism reactivates "dormant leads," so no captured contact is wasted.
System reminders + staged tasks prevent missing critical follow-up moments.
All leads follow the standard conversion funnel, so new hires can get up to speed fast.
The source, follow-up, transfer, and conversion of every lead are fully recorded for easy review.
Questions you may have
Website forms, ad campaigns (Baidu/Ocean Engine/Tencent/Google), QR codes, Excel batch import, WeCom, and third-party capture tools are all supported; via the open API you can also integrate self-built systems and exchange data between CRMs. All sources are uniformly tagged for later channel ROI analysis.
We provide a visual rule engine that flexibly combines region, industry, product line, sales workload, lead source, and custom conditions; we support round-robin, performance-based, and weighted strategies; multiple rules can be prioritized; failed assignments return to the public pool to prevent lead loss.
Once a lead matures, it converts into a customer profile with one click, automatically creating an opportunity that inherits all follow-up records, interaction timeline, and attachments; field mapping can be configured during conversion to ensure no information is lost; after conversion, the lead status automatically updates to "Converted" for easy funnel analysis.
Yes. Native iOS and Android apps + a WeChat mini program let field reps receive new lead push notifications in real time, log follow-ups, and upload on-site photos, with data syncing to the cloud in real time.
A multi-tenant data isolation architecture keeps lead ownership and operation logs fully recorded; sensitive fields are encrypted at rest; on-prem deployment and localized databases are supported; certified under ISO 27001 and China's MLPS Level 3.
The standard edition works out of the box—account activation and funnel configuration take just 30 minutes; custom 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 Lead Management solution for you