Customer Management
Efficiently manage the entire sales process

Open up the entire business link from customer acquisition, customer follow-up, transaction conclusion, and contract fulfillment.

Scenario, customer-centered one-stop management system​

Omnichannel lead management

Intelligent recommendation of leads

Automatically identify the source of customer leads based on the characteristics of incoming and outgoing emails, website building inquiries, etc., and efficiently identify effective leads

Improve lead conversion rate

Unified and aggregated management of multi-channel data, efficient allocation and timely follow-up, and improved lead conversion rate based on the scoring mechanism

360° customer data accumulation

Manage customer data in groups

Customers are layered according to their background and follow-up status, and group settings are performed independently to facilitate subsequent management of grouped customers

Comprehensive documentation of the customer journey

The system updates customer emails, WhatsApp and other social media communication information in real time, helping sales staff to better understand customer situations and accurately follow up on business progress

Intelligently improve customer profiles

Mining customer information in real time, updating customer dynamics at the first time, and automatically completing customer details data

Scientific management clues public and private sea

Establish a complete high seas pool allocation mechanism to efficiently activate every lead and improve customer follow-up efficiency

 

Comprehensive monitoring of business opportunities and orders

Visual management of order follow-up status

Manage by order status, track progress, ensure timely delivery, and make order tracking clearer

Real-time monitoring of sales performance

Monitor sales performance and keep abreast of the progress of performance targets

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