Project management + documentation delivery + training + warranty, all-around
Build a complete customer view that unifies basic information, contacts, opportunities, contracts, payments, service tickets, communication records and all-dimensional data. Combined with a tagging system and access control, your team knows every customer inside out.
360° customer profiles — 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 enterprises, with support for custom extension fields.
All communications, follow-ups, orders and service records presented on a timeline — even a newly assigned rep gets up to speed instantly.
Flexibly tag by industry, size, value tier and lifecycle stage to support precise 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 lifecycle 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 — when staff leave, customers stay.
Complete customer profiles plus service history make every callback more professional and more targeted.
Supports a multi-level headquarters–subsidiary–contact structure, untangling even complex customer relationships.
From profile creation to value operations — fully digital end to end
Accumulate customer data from multiple channels; custom fields meet individual business needs
Flexibly tag and segment by industry, size, value and lifecycle stage
Communications, orders and service all logged to the timeline for smoother collaboration
Customer analytics identify high-value and at-risk customers for refined operations
Enterprise-grade architecture — secure, stable and extensible
200+ configurable fields on customer profiles fit your industry's attributes with no development needed
Three-dimensional control of view and edit rights by department, role and ownership prevents resource leakage
Configurable rotation rules and reclaim policies automatically reactivate idle resources
iOS / Android / mini program stay in sync, so field reps maintain customer data on the go
Multi-dimensional drill-down reports on customer distribution, activity and lifecycle 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 the same customer view with no need to ask around repeatedly.
The timeline clearly presents 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 care about
Beyond the 200+ built-in standard fields, you can freely extend text, dropdown, date, number, attachment and related-object field types per industry; field linkage, required validation and uniqueness constraints are supported. For example, manufacturing can add "annual purchase volume" and "main product line," while finance can add "risk level" and "credit limit" — all configurable with no development needed.
A built-in deduplication engine intelligently compares across company name, unified social credit code, phone and email, prompting duplicates in real time when creating and offering a merge entry; checks also run during public/private pool rotation to prevent the same customer being followed up by multiple reps and causing deal clashes.
Customer data belongs to the company, not individuals; departure handover transfers it to the successor in one click; operation logs are fully traceable, and exports, edits and views are all auditable; sensitive fields (such as phone) can be configured for masked display, 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 sales view customer profiles, log visits, upload on-site photos and review the timeline anytime, with cloud data syncing in real time; offline editing is supported, and 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 customer-service systems; orders, payments, tickets and other data automatically aggregate to the customer timeline, with integration typically completed in 3-5 business days.
The standard edition is ready to use out of the box, with account activation and basic field configuration done in 30 minutes; custom field and process development typically takes 2-6 weeks. For specific quotes, please contact our inquiry line 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