Digitize the entire journey from lead capture to closed contract. Help your sales team follow up on every opportunity with precision and close more deals.
22 native features cover the entire customer lifecycle — a complete closed loop from lead capture, customer nurturing and opportunity progression to contract signing and after-sales service
All-round management of my customers, public customer pool, contacts and follow-up records — with customer transfer, release and collaborator assignment
Lead entry and scoring with automatic lead-pool allocation, converting leads captured across multiple channels into customers
Opportunity stage progression, value forecasting and opportunity-pool claiming, with full visibility into linked contracts and follow-up records
Contract approval workflows, financial status tracking, payment registration and attachment management — full-lifecycle contract control
Create marketing campaigns, import customer lists and track campaign performance to reach your target audience precisely
New customers, opportunity value, contract stats and performance rankings — data-driven sales decisions
The customer records you own, with grid / card / kanban / calendar views and instant tag filtering to find any account in seconds
A shared pool of unassigned customer resources — with rule-based auto-recycling, targeted allocation and self-service claiming so no resource is wasted
Multi-contact management per customer, grouped by decision-makers / influencers / liaisons, with profiles and collaborators captured over time
Flag your key accounts and handle them in a dedicated channel, with priority reminders so you never miss a VIP
A resource pool for unassigned leads — consolidating multi-channel acquisition, then distributing by rules or self-service claiming for a level playing field
A personal opportunity kanban with drag-and-drop stage progression — value forecasting and win-rate management at a glance
A recycling pool for stalled opportunities — claimed by reps or assigned by managers so opportunities never go dead
End-to-end customer service ticket management, routed by priority and status with SLA tracking
Your personal ticket queue, sorted by SLA countdown, with one-click reassign / collaborate / close
A ticket data dashboard with multi-dimensional drill-down by type / region / team — your service-quality cockpit
End-to-end after-sales ticket tracking — from intake and dispatch to on-site repair, e-signature and follow-up closure
A field-service command center for after-sales engineers — GPS routing, on-site photos, parts logging and e-signatures
An after-sales data dashboard — root-cause attribution, parts consumption and product failure rates to drive improvements
Visit / call / email / meeting follow-up records, with a timeline that captures every customer interaction
CRM product SKU management — pricing / specs / tiered prices / customer-grade pricing, auto-referenced in quotes and contracts
Publish and view company announcements, precisely targeted by department / role / tag with full read / unread tracking
Owner · Mr. Wang
See everything about a customer on a single page — profile, contacts, follow-up records, linked opportunities, contracts, attachments, campaign participation, collaborators and activity logs, all across 8 clear tabs.
| Customer | Industry | Region | Last Activity | Status | |
|---|---|---|---|---|---|
| HHuasheng Tech | Adv. Manufacturing | Hangzhou | 2 days ago | Active | Claim |
| MMingyuan Trading | Foreign Trade | Ningbo | 5 days ago | To Follow | Claim |
| RRuida Medical | Medical Devices | Shanghai | 1 week ago | New | Claim |
| TTianhe Foods | Food Processing | Suzhou | 3 weeks ago | To Follow | Claim |
| HHengtai Logistics | Logistics | Jiaxing | 1 month ago | New | Claim |
Customers that aren't being followed up effectively are automatically returned to the public pool, where any team member can claim them. No customer resource goes to waste, and every lead gets owned.
A real-time 6-stage funnel — Lead → Opportunity → Proposal → Negotiation → Contract → Won — shows conversion rate, dwell time and loss reasons at each stage. Sales managers rely less on gut feel and more on data.
The AI learns from historical deal data and scores every opportunity 0-100. Prioritize the 94-point accounts, and confidently release the 38-point ones back to the pool. Sales reps stop wasting time on hopeless deals.
A live leaderboard sparks healthy competition. Gold/silver/bronze medals plus attainment progress bars let everyone see exactly where they stand, while managers reallocate resources by switching the view across teams / regions / periods.
Digitize the full contract lifecycle: draft → approve → sign → collect → renew. Tiered 30 / 60 / 90-day expiry alerts auto-prompt renewals, so you never lose a long-standing customer.
Three priority levels — P1/P2/P3 — with automatic SLA response countdowns. Overdue tickets auto-escalate to managers and directors, turning "no reply" into "answered in seconds".
Manage all five channels — email, SMS, phone, ads and promotions — in one place, with live ROI feedback per campaign. Spot a money-losing campaign in a single day and kill it, then double down on the winners.
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