An enterprise customer often has multiple points of contact — the boss who signs off, the buyer who negotiates price, the technical staff who validates, the admin who pays. We let you manage the decision chain grouped by role, with each contact having their own profile, follow-up records and email correspondence.
A customer is a company, but deals are made person to person. A contact-level relationship network is a rep's true asset
Attach multiple contacts under one customer, maintaining each person's profile — name, title, phone, email, WeChat, birthday, interests
Four role tags — decision-maker / influencer / user / point of contact — make the decision chain of a large B2B deal clear at a glance
Mark one primary contact per customer, prioritized on lists and detail pages, so you're not overwhelmed when looking someone up
Follow-up records can attach to a specific contact, so "who you talked to" is crystal clear — no more vague "talked with the customer" notes
Emails from the email module and call logs are auto-classified by the contact's email address into that contact's timeline
Reminders for key contacts' birthdays and work anniversaries, so a quick note of good wishes strengthens the relationship
B2B sales experience tells us: losing a deal often comes down to "missing one key person." Map every person in the decision chain into the system — who holds the budget, who evaluates the technology, who has the final say — and the path to closing becomes complete.
Beyond phone and email, write each person's preferences, personality, interests and decision style into their profile. A 30-second glance before the next meeting, and your opening hits the mark.
One group account has 10+ contacts and a 5-person decision chain — without a system, you can't remember who's in charge of what.
Technical proposals go to the CTO, price negotiations to the CFO, final signing to the CEO — three people with different profiles to cultivate separately.
A distributor's internal boss + sales director + finance contact + warehouse supervisor — each with different engagement frequency and content.
The customer's user side has specific business contacts, the decision side has renewal decision-makers — different profiles call for different follow-up strategies.
Contacts attach under customers — customers and contacts have a parent-child relationship
Follow-up records link to specific contacts, accumulating on a timeline
Opportunity stages link to decision-makers, so progression strategy is on point
Marketing campaign lists are sent by contact for precise reach
Cultivating the "people" within your customers is a rep's true craft