Smart CRM Customer Management
Client、Contacts、Opportunities、Full-lifecycle follow-up records，Kanban Kanban & list dual views，AI AutocompletesClientprofiles &OpportunitiesScoring。
AI-Native Field Sales SaaS
Make every field visit
Make every field visit
all have AI Strategist on-the-go
PWM CRM Fusion GUI Interact with natural language，With voice assistant andPlugin-basedExtend，For FMCG、Pharma、building materials and other verticals, fromCustomer Managementto field execution full-process intelligenceSolutions。
100+
Enterprise Teams
68%
Field Efficiencyimproved
4.8/5
User Satisfaction
Sales Field Assistant
I
Visiting key clients in East China this afternoon，Help me see which need priority follow-up？
AI
You Filter lists 3 High Priority Clients, all in East China, with opportunity progress in the last 7 days:
Optimal visit route generated for you，Estimated total 2.5 hours。Shall I pull up the last visit notes for each client?
Hengrui Pharma ChainOpportunity Stage: Quotation
East China Building Materials GroupOpportunity Stage: NeedsConfirm
Xianfeng Lifestyle SupermarketOpportunity Stage: Proposal Review
Type a message or tap voice...
Core Features
One Platform, Full Field Sales Coverage
From customer insights to visit execution, from data feedback to smart decisions，PWM CRM For field salesTeambuild end-to-end intelligent workflow。
Field Visits & Route Planning
GPS Check-in、SmartRoute Planning、Auto-generated Visit Reports，Full traceability of field routes。AI Optimizes daily routes by client priority & location。
AI Conversational & Voice Assistant
Natural Language QueryClientdata、generates follow-up suggestions、Smart Meeting Summaries。SupportsVoice Inputand broadcast，while drivingMediumcan alsoHigheffectively handle work。
Sales Dashboard
Sales Pipeline、Performance Tracking、Field Efficiency、TeamReal-time Ranking Visualization。AI Auto-detects anomalies with attribution analysis and action suggestions。
Plugin-basedExtensible Ecosystem
Via pluginsMediumflexibly extend capabilities as needed，Supports contract management、Order Sync、Invoicing、MarketingAutoand other industry plugins，OrCustom Developmentcustom plugins。
Multi-tenant & Permission Management
Team/Multi-level org structure，Fine-grained control over member invitations and role permissions，Data IsolationSecure & Reliable。Supports API Integration & third-party system connectivity。
AI Native
More Than a Tool，your sales strategistStrategist
PWM CRM 的 AI CapabilitiesDeeply integrated into every scenario，From passive queries to proactive suggestions, let data truly drive decisions。
"East China this monthSales Pipelinepipeline health？Which opportunities are at risk of churn？"
East China pipeline conversion rate this month is 34.2%，up from last month 5.8%，Overall healthy。
Detected 7 opportunitiesat risk of churn，Mainly focusMedium在"Quotation"Stagestuck over 14 days of clients。其Medium"Hengrui Pharma Chain"Stayed 21 天，Recommend scheduling immediatelyHighlayer integration。
Shall I generate a detailed at-risk client list and follow-up strategy?？
Detected 7 opportunitiesat risk of churn，Mainly focusMedium在"Quotation"Stagestuck over 14 days of clients。其Medium"Hengrui Pharma Chain"Stayed 21 天，Recommend scheduling immediatelyHighlayer integration。
Shall I generate a detailed at-risk client list and follow-up strategy?？
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Natural Language Data QueryQuery anyClient、Opportunities、Performance Data，No need to learn complexFilter器。
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Smart Opportunity ScoringAI Auto-evaluates eachopportunitieswin probability，Helps you focusHighValue Opportunities。
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Auto-generated Visit NotesVoice-record visit process，AI Autoextracts key info、Action items & next steps。
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Context-Aware Proactive SuggestionsBased on your current page and context，AI AutoRecommendedrelevant actions and info，reducing switching costs。
Industries
Deep Expertise in Vertical Industries，Understands Your Business Context
Field sales has different pain points & processes across industries，PWM CRM Tailored solutions for each keySolutions。
FMCG Retail
Store Visits、Shelf Check、Order Capture、Promotion Execution
Pharma & Healthcare
Academic Detailing、Compliant Visits、Hospital Coverage、Rep Efficiency
Building Materials
Dealer Management、Project Tracking、Store Inspection、Sample Tracking
Equipment Manufacturing
Key Account Sales、Project Follow-up、After-sales Coordination、Spare Parts Management
Customer Reviews
They Use PWM CRM Transform Sales
★★★★★
"Field reps used to spend twohourswriting visit reports，Now just say a few words by voice AI and it auto-generates，Teamefficiency improved dramatically。"
★★★★★
"AI OpportunitiesScoringis incredibly accurate，Helps us focus our energyMediumon truly winnable deals。win rate improved this quarter 23%。"
★★★★★
"Plugin EcosystemVery flexible，We built an order sync plugin ourselves，和 ERP No more manual data entry after integration。"
Ready to empower your sales team with AI?
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