A complete sales loop from lead acquisition to business analytics, covering multi-channel leads, lead allocation, customer follow-up, opportunity quoting, and contract payments.
Traditional sales management suffers from scattered leads, broken follow-ups, opaque quoting, and low payment collaboration.
Leads from website, phone, exhibitions, and marketing events are scattered, making it hard to track sources and follow up uniformly.
Unified lead entry from all channels with automatic source tracking, follow-up status, and attribution.
Customer data, contacts, communication records, and reminders are managed separately, causing key information loss during handovers.
Unified customer profiles, contacts, and levels with collaborative follow-up records and deduplication.
From requirements to quotes, product details, and success probability lack unified documentation.
Track opportunities by stage with product details, pricing, and discount management.
Contracts, payments, invoicing, and outstanding amounts are loosely connected to the sales process.
Link contracts to customers, opportunities, and quotes with unified payment and invoice tracking.
Five modules covering multi-channel leads, lead management, customer management, opportunity quoting, and contract payments.
Unified Lead Collection
Unified lead entry from website, phone, and marketing events with automatic source tracking.
Improve sales conversion and business transparency through unified lead management and contract-payment closure.
01Unified lead pool with allocation rules and follow-up records reduces missed leads and duplicate communication.
02Centralized customer profiles and communication history enable smooth handovers and continuous service.
03Unified requirements, quotes, stages, and amounts help teams identify and advance key opportunities.
04Linked contract, payment, and invoice data aligns sales and finance for better compliance tracking.
Data flow and business collaboration between CRM modules.
