Six Core Capabilities Covering the Entire Field Sales Chain
From client management to field execution, from AI assistance to data insights, the PWM CRM for field sales team creates an end-to-end smart work platform.
Smart CRM, making Client assets clear and manageable
Manage the full lifecycle of Clients, contacts, opportunities, and follow-up records. AI automatically completes Client profiles and scores opportunities, so every Client relationship is trackable and manageable.
- Client 360° Profile: Get a full view of basic info, interaction history, opportunity status, and contact relationships in one screen
- Kanban / List dual view: Drag and drop opportunity phases, perform batch operations efficiently and easily
- AI Opportunity Scoring: Automatically assess win probabilities based on historical data, focusing on high-value opportunities
- Auto-linked Follow-up Records: Visits, calls, emails, chat records automatically archived to the corresponding Client
- Client Pool and Recovery Mechanism: Unfollowed Clients automatically enter the pool so resources aren’t wasted
Smart Field Visits, More Efficient Route Planning
GPS check-ins, smart route planning, auto-generated visit reports. AI optimizes your daily schedule based on client priority and location, making sure every minute your field reps work counts.
- Smart Route Planning: Automatically calculates the best route for visiting multiple clients, saving 30% commuting time
- GPS Check-in: Automatically check in when reaching client locations, alerts for deviations, with traceable field routes
- Auto-generated Visit Reports: Records visits via voice, AI extracts key info and action items
- Store Inspection and Shelf Check: Upload photos, AI automatically evaluates display compliance and scores it
- Offline Mode Support: Can record normally in areas with poor network and automatically syncs when online
GUI & LUI Integration, Voice Interaction Frees Your Hands
With Natural Language Query, you can pull up client data, get follow-up suggestions, and easily summarize meeting notes. It supports voice input and broadcasting, so you can keep work moving even while driving. Context awareness helps the AI give the right suggestions at the right moment.
- Natural language data query: Ask for any data through conversation, no need to learn tricky filters
- Voice input and broadcast: Works with speech-to-text and AI voice replies, perfect for on-the-go tasks
- Context-aware proactive suggestions: Recommends relevant actions automatically based on what you're viewing
- Smart summarization and generation: Create visit notes, weekly reports, and email drafts with one click
- Multilingual support: Switch easily between Simplified Chinese, Traditional Chinese, and English, great for international teams
Real-time dashboards for data-backed decisions
Sales funnels, Performance Tracking, Field Efficiency, Team Real-time Ranking Visualization. AI automatically detects unusual fluctuations and provides attribution analysis and action suggestions, helping managers quickly spot opportunities and risks from the data.
- Sales Pipeline Analytics: Clear view of conversion rates, dwell times, and reasons for drop-offs at each phase
- Performance Goal Tracking: Real-time comparison of personal/team/region performance across multiple dimensions, with deviation alerts
- Field Efficiency Analysis: Metrics like visit volume, coverage, effective visit rate, and route efficiency
- AI Anomaly Attribution: Automatically identify unusual data fluctuations and provide possible causes and action suggestions
- Custom Reports & Export: Drag-and-drop report building, supports Excel/PDF export
Plugin-based Architecture, Expand Business Capabilities as Needed
Expand capabilities as needed through plugins, supporting industry plugins like Contract Management, Order Sync, Invoicing, and Marketing Automation. The open plugin SDK allows companies to develop custom features, letting the system grow with the business.
- Plugin Marketplace: Official and third-party plugins can be installed with one click, scalable without development
- Open Plugin SDK: Complete development docs and APIs, quickly integrate custom plugins
- Main System Integration: Pre-built connectors for ERP, Finance, OA, e-commerce platforms, etc.
- Webhook & API: Full RESTful API and webhook support
- Plugin Permission Isolation: Each plugin has independent access control, ensuring data security
Enterprise-level Security with Fine-Grained Permissions
With a multi-level team/organization structure, you can invite members and control role permissions in detail, ensuring secure and reliable data isolation. Certified with ISO 27001 and Level 3 Security, your enterprise data assets stay protected.
- Multi-tenant Data Isolation: Physically separates data between organizations to strictly protect data security
- RBAC Role Permissions: Fine-grained authorization for roles like Admins, Sales Managers, and Sales Representatives
- Data Access Scope: Controls data visibility by organization, region, and client ownership
- Audit Log: Every key action is fully recorded for traceability and auditing
- SSO Sign-In: Supports WeChat Work, DingTalk, Lark, SAML, and other identity integrations
Experience Full Features, Start with a Free Trial
14-day full-feature Free Trial, get your team set up in 5 minutes. A dedicated Client Success Manager will assist you throughout the launch.
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