Integrated CRM for sales teams—customers, opportunities, contracts, and collections all online, automatic alerts when payment milestones are due, immediate reconciliation and push-to-person once customer funds arrive, and AI keeps track of the opportunities to follow up on and the payments to collect every day.
Centralized management of industry, scale, source, and invoicing information, letting you see a customer at a glance on one screen.
Mark the decision-maker, attitude, and concerns to clarify the customer's internal reporting relationships.
A five-stage funnel from lead to deal closure, with estimated amount and expected closing visible at a glance.
Contract amount, taxes and fees, maintenance fees, and product list; renewals are automatically linked to the original contract.
Down payment/interim/acceptance/warranty installment plan, automatically triggered when milestones are due.
Bank-enterprise transactions matched to contracts, with collection progress and accounts receivable updated in real time.
Header, tax number, bank, and invoicing address are maintained in one place, so invoicing no longer requires checking accounts.
Tiered permissions for sales/assistant/director, with target completion rate and performance dashboards down to the individual.
From customer record creation to payment collection and write-off, the system handles bookkeeping, calculations, and milestone tracking for sales, automating the trivial tasks.
Archives, contacts, business opportunities, contracts, and payments are aggregated on one screen. Taking over a customer no longer relies on scrolling through chat records; the decision chain and key concerns are crystal clear.
A five-stage funnel of leads, needs, solutions, negotiation, and deal closure. Quantity, amount, and conversion rate at each stage are automatically calculated, making it clear at a glance where deals are stuck.
Standard templates for first/middle/final/quality payment stages and one-time settlement, with automatic flow of node state machines, proactive system reminders for invoicing and collection, so no collection is missed.
Integrate with the main bank's bank-enterprise direct connection to pull transaction statements; assistants match them to contracts with one click, collection progress and accounts receivable update in real time, and sales are notified within 60 seconds of funds arriving.
No need to flip through lists yourself. AI generates a daily work summary and to-do reminders every day. Overdue collections, overdue opportunities and expiring maintenance are graded by urgency and pushed as one message to WeCom, so sales can handle them as soon as they open it.
Customers and contracts use Weaver OA as the single source of truth, collections are automatically gathered from bank-enterprise direct connection, and notifications reach WeCom directly
Every matter gets a response, every item gets resolved; reliable in both conduct and work
Leave your requirements to get a dedicated plan and quotation, with one-on-one connection by a senior consultant
