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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 records—grasp the full customer picture on one screen
End-to-end capabilities covering your entire business process.
One-stop management of company info, contacts, key decision-makers, and affiliated companies, with custom extension fields.
All communications, follow-ups, orders, and service records are presented on a timeline, so newly assigned reps can get up to speed in seconds.
Flexibly tag by industry, scale, 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 resources from leaking out.
Customers flow between the public and private pools by rules, reactivating idle resources.
Multi-dimensional reports on customer distribution, activity, and lifetime value to support business decisions.
Flexible adaptation to different business models.
Customers, contacts, and follow-up records live in the system rather than with individuals—staff turnover, but customers stay.
Complete customer records plus service history make every revisit more professional and more targeted.
Supports multi-level structures of headquarters—subsidiaries—contacts, so even complex customer relationships stay clear.
From record creation to value operations—fully digital end to end
Capture customer data from multiple channels, with custom fields to meet individual business needs
Flexibly tag and segment by industry, scale, value, and lifecycle stage
Communications, orders, and service are fully logged to the timeline for smoother collaboration
Customer analysis identifies high-value and churn-risk customers for refined operations
Enterprise-grade architecture—secure, stable, and scalable
Customer records with 200+ configurable fields fit industry attributes with no development
Three-dimensional control of view and edit by department, role, and ownership prevents resource leakage
Configurable flow rules and recycling policies automatically reactivate idle resources
Synced across iOS / Android / mini program, so field reps can 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 the individual rep—it can't walk out the door.
Sales, service, and commercial teams share the same customer view—no need to keep asking around.
The timeline clearly shows every interaction, giving follow-up strategies a solid basis.
Multi-dimensional customer analysis helps you spot high-value and churn-risk customers.
Questions you may have
Beyond 200+ built-in standard fields, you can freely extend text, dropdown, date, number, attachment, and related-object field types by industry; field linkage, required validation, and uniqueness constraints are supported. For example, manufacturing can add "annual procurement volume" and "main product lines," and finance can add "risk level" and "credit limit"—all configurable without development.
A built-in deduplication engine intelligently compares across company name, unified social credit code, phone, and email, prompting duplicates in real time at creation and offering a merge entry point; pool flow is also validated to prevent the same customer being followed up by multiple people and causing order collisions.
Customer data belongs to the company, not the individual; departures are handed off to the successor with one click. Operation logs leave a full trail—exports, edits, and views are all auditable; sensitive fields (such as phone numbers) can be masked, and combined with the permission matrix, resource leakage is prevented at the root.
Yes. Native iOS and Android apps plus a WeChat mini program let field reps view customer records, log visits, upload on-site photos, and view the timeline anytime; cloud data syncs in real time, and offline edits auto-upload 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, tickets, and more automatically flow into the customer timeline, typically with integration completed in 3–5 business days.
The standard edition works out of the box—account setup and basic field configuration take 30 minutes; custom fields and process customization typically take 2–6 weeks to develop. For a specific quote, please contact our hotline at 400-003-2253, and we'll provide a plan based on team size and business complexity.
1-on-1 dedicated consultant service to tailor a customer management solution for you