Customer Relationship Management System (CRM)


Automated sales lead follow-up to improve sales efficiency and customer satisfaction

The CRM system is designed for service industries such as catering and pharmaceuticals, foreign trade teams, and sales-driven businesses, helping companies address slow lead follow-up, high customer churn, inconsistent sales actions, and lack of real-time visibility for managers. It standardizes, automates, and visualizes the sales process.


Problems Solved by CRM

Key Pain Points CRM Solutions
Low sales follow-up efficiency Automated follow-up reminders to prevent lead loss
Dispersed customer information Centralized customer profiles for complete information
Managers lack real-time insights Real-time dashboards for instant data visibility
Inconsistent sales execution Automated customer lifecycle workflows to unify actions

CRM leverages automated reminders, AI scoring, and workflow management to reduce repetitive tasks, improve follow-up efficiency, and help managers quickly identify opportunities and risks.


Core Features

  1. Lead Management
    • Automatic lead capture, import, and assignment
    • AI scoring to predict lead conversion likelihood
  2. Customer Management & Assignment
    • Centralized customer information management
    • Supports automatic or manual assignment to sales personnel
    • Multi-dimensional tagging (industry, region, priority, etc.)
  3. Follow-up & Task Management
    • Log every communication
    • Automated reminders for next sales action
    • Task assignment, reminders, and progress tracking
  4. Quotations & Contract Management
    • Generate and manage quotations
    • Contract approval and archiving
    • Automatic notifications for contract expiry and renewals
  5. Sales Funnel & Performance Reports
    • Visualized sales funnel with real-time stage monitoring
    • Employee performance reports and team KPI analysis
    • Data export and multi-dimensional analysis
  6. Workflow Automation
    • Full lifecycle automation of customer management
    • Intelligent suggestions for next best action
    • Multi-language support for international teams

Visual Interface Preview

  1. Customer List Page Customer List Page
  2. Customer Detail Page Customer Detail Page
  3. Follow-up Log Page Follow-up Log Page
  4. Sales Funnel View Sales Funnel View
  5. Dashboard Dashboard
  6. Workflow Configuration Page Workflow Configuration Page

System Highlights & Differentiators

  • AI Lead Scoring: Predict lead conversion probability and prioritize high-value customers
  • Intelligent Action Recommendations: Provides next best sales action suggestions
  • Real-time Data Insights: Managers have instant access to team and customer status
  • Multi-language Support: Facilitates cross-regional collaboration for international teams
  • Automated Workflows: Reduces repetitive tasks and ensures consistent sales execution

Customer Cases

  1. Chongqing Zhengzhu Technology Co., Ltd.
    • After using the Fengyun CRM system, lead conversion rate increased by 30%
    • Contract approval cycle reduced by 70%
  2. Chongqing Canglin Industrial Co., Ltd.
    • Since deploying the Fengyun system in 2024, using public pool rules and intelligent to-do, the number of customers followed up per salesperson doubled
    • Sales forecast accuracy reached 95%