Every customer is a core asset of the sales team. Consolidate basic details, contacts, follow-up records, opportunities, contracts, attachments, collaborators and activity logs into a single unified profile. Customers left untouched for too long automatically return to the public sea pool for other team members to claim — so no resource is wasted and no follow-up ever falls through the cracks.
It's not just about saving phone numbers — it's about capturing the sales value behind every interaction
Grouped by owner: reps see only their own, managers can view the entire team, and cross-department collaboration enables shared access — clear permissions with no overstepping
Set a recycle period (e.g. 30 days with no follow-up); on expiry customers are automatically released back to the public sea. Other reps can claim them individually or in bulk, avoiding customers "sitting idle under someone's name"
One company may have multiple roles — procurement, decision-makers, technical staff. Each contact has their own phone, email, title and birthday, because winning deals means engaging the right decision-makers
Calls, visits, WeChat and emails all roll into one timeline, complete with next-step actions and reminder dates — so you never forget "what was said at the last meeting"
Assign temporary collaborators when a colleague is on leave; on departure or role change, transfer all customers in one click — opportunities, contracts and follow-up records all move along, nothing lost
Who changed which field and when, how many times the customer was transferred, how many follow-ups occurred — everything is fully traceable, providing solid evidence when disputes arise
Basic Details
The customer detail page is organized into 8 tabs: basic details, contacts, follow-up records, related opportunities, related contracts, attachments, collaborators and activity logs. A rep taking over can get up to speed on the customer's full history within half an hour — no need to ask their predecessor.
In the past, reps could "hoard customers and do nothing," leaving resources dormant. Now the system automatically reclaims them by rule, and team members claim them fairly. New reps can find opportunities in the public sea pool too, instead of only picking up what veterans leave behind.
Import Progress
Back from a trade show with a thousand business cards? Import them in bulk with an Excel template. A veteran leaves? Transfer all their customers to the new owner in one click. Quarterly review? Bulk-release inactive customers back to the public sea for reassignment.
Capture prospects in the lead pool → convert to customers and follow up → engage multi-role contacts → use ratings + tags to filter A-grade customers for priority push, while managers reactivate resources by public sea rules
Customers with multiple plants and buyers get a clear many-to-many contact structure; follow-up records archive every visit and quote, so veteran reps changing roles can hand over seamlessly
Customers span different time zones, with timestamped follow-up records and next-step reminders; the rating system distinguishes inquiry customers from closed deals
One person handling dozens of group accounts: the collaborator mechanism lets product, technical and after-sales teams participate side by side, with activity logs recording each role's actions
Once customers are in place, leads, opportunities, contracts and analytics all need to run together
Customers start as leads: capture across channels, then score and assign — high-quality leads convert to customers fast
When a customer shows real buying intent, open an opportunity — stage progression + amount forecasting fully visualized
Convert won opportunities into contracts: approval + payment collection + finance integration, all in one place
New customers, follow-up counts, conversion rates and performance rankings — team performance at a glance
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