Foreign-trade fields, multiple contacts & a 360° view — know every overseas customer inside out
A customer data hub purpose-built for foreign trade: company credentials, address, bank account, payment terms, trade terms, time zone and language all in one record. Support multiple contacts per customer, with a 360° view that brings together inquiries, quotes, orders, payments and follow-ups — open a profile and grasp the whole customer at a glance.
Overseas customer list, foreign-trade fields, contacts and follow-up status at a glance
Complete coverage of overseas customer onboarding, from profile to insight
Company credentials, overseas address, bank account, payment terms and trade terms — purpose-built fields let a new customer be recorded completely in one profile.
Maintain several contacts per customer, tagged as purchasing, finance or receiving, with email, phone and WhatsApp recorded across channels.
Inquiries, quotes, orders, payments, follow-ups and emails gathered on one page — open the profile and grasp the whole customer, no switching modules.
Customer name, address and notes maintained in 12 languages in parallel, with the time zone shown at a glance — cross-border scheduling stays clear.
New customers are deduplicated automatically with real-time clash alerts; strict ownership isolation stops order clashes and wasted resources at the source.
Bulk-import existing customers via templates, export lists by filter, and link profiles automatically with orders, documents and finance via REST API.
Flexibly adapts to different business models
Scan a business card on your phone at a show or on the road to create a profile — company, contact and time zone captured at once, no lost leads back home.
With customers spread across dozens of countries — different languages, time zones and payment terms — one profile system keeps global customer data tidy.
When a salesperson leaves or an account is handed over, the 360° view retains every interaction so the new owner picks up seamlessly.
A clear, controllable flow for overseas customer onboarding, from new profile to 360° view
Enter company name, country and address → the system auto-deduplicates to prevent clashes → lock in ownership
Fill in bank, payment terms, trade terms, time zone and language; add multiple contacts with roles
Inquiries, quotes, orders, payments and emails are auto-gathered into the profile timeline
Open the profile to grasp the whole customer → assess value and drive the next follow-up anytime
Questions you may have
Beyond the general details, an overseas customer profile has built-in foreign-trade fields such as company credentials, overseas address, bank account, payment terms, trade terms, preferred shipping method, time zone and language. A new customer can be recorded completely in a single profile, with no more scattered offline spreadsheets.
Yes. Each customer profile supports multiple contacts, tagged with roles such as purchasing, finance and receiving, with email, phone and WhatsApp recorded across channels. The primary contact can be pinned to the top with one click for clarity during communication.
The 360° customer view brings the customer's basic details, contacts, past inquiries, quotes, orders, payments, follow-up records and email correspondence together on one page. A salesperson opens the profile and instantly grasps the full picture, with no switching between modules.
Yes. Existing customer data can be bulk-imported via templates, and customer lists can be exported by filter. A REST API also links profiles automatically with orders, documents and finance modules, avoiding duplicate entry and data silos.
Dedicated 1-on-1 consultant service — see Overseas Customer Profiles and the full Customer Center flow in action