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Getting Started

1. Sign Up and Setup

Visit the PWM CRM official website and click "Free Trial" to create an account. After signing up, the system will guide you through setting up your team, including creating the Org Structure, inviting team members, and configuring industry templates. The whole process takes about 5 minutes.

2. Configure Personal Preferences

In "Personal Settings", you can set your interface language (Simplified/Traditional/English), theme mode (Light/Dark), notification preferences, voice assistant wake-up method, and more.

3. Install the Mobile App

PWM CRM supports PWA technology, allowing you to "Add to Home Screen" directly from your browser, or download the native app from the iOS App Store and Google Play Store. The mobile app supports Offline Mode, voice input, photo check-ins, and other features.

Client Management

Create Client

Click "Client - Add Client" and fill in the basic client information (name, industry, size, contact, address, etc.). The system will auto-complete the client profile based on the client name and industry, and suggest a client rating.

Client Rating & Tags

The system supports A/B/C/D four-level client ratings, or you can create a custom tag system. AI will auto-suggest a rating based on factors like opportunity amount, follow-up frequency, and cooperation history, and you can adjust it manually.

Follow-up Records

After each communication with a client, you can add follow-up records on the client details page. Supports text, voice, and image attachments. The AI Assistant will automatically extract key follow-up points and generate to-do items and next-step recommendations.

Field Visit

Create Visit Plan

In "Field Work - Visit Plan", choose the target client and time. The system will auto-plan the optimal route based on location and client priority. Supports one-click navigation to third-party map apps.

Check-in

After arriving at the client location, click "Check-in". The system will automatically verify your location via GPS. Supports optional photo check-in to ensure visit authenticity. Check-in data is auto-synced to the visit reports.

Auto-generated Visit Reports

After the visit, the AI Assistant will auto-generate visit reports from check-in records, voice notes, and follow-up records, including: visit summary, key discussion points, to-do items, and opportunity update suggestions. You can edit before submitting.

Sales Funnel

Opportunity Stage Management

The system provides 6 default opportunity phases: Initial Contact, Needs Confirmation, Proposal Quotation, Business Negotiation, Contract Signing, Win/Loss. You can customize the phase names, number, and conversion benchmarks in "Settings - Funnel Configuration".

Opportunity Scoring

AI automatically scores each opportunity (0-100) based on historical data. Scoring dimensions include: client match, completeness of decision chain, budget confirmation, competitive landscape, and follow-up activity. High-scoring opportunities are recommended for priority follow-up.

Pipeline Analysis

In "Reports - Pipeline Analysis", you can view conversion rates, average duration in each phase, and reasons for leakage. The system automatically detects abnormal fluctuations and provides attribution analysis and improvement suggestions.

AI Assistant

Natural Language Query

Click the AI Assistant icon at the bottom right of any page, or use voice activation to query data in natural language. For example: "How's the East China sales pipeline health this month?" or "Which clients haven't been followed up in over 30 days?"

Voice Interaction

When driving or busy with your hands, you can use voice interaction. Supports voice input queries, voice logging of visits, and voice broadcast to-dos. Speech recognition supports Mandarin/Cantonese and English.

Context-aware Suggestions

The AI Assistant provides relevant suggestions based on the page you’re on and your current actions. For example, on a client details page, it might say "This client has 2 opportunities pending follow-up"; after checking in to a visit, it could ask "Generate a visit report?"

Mobile App Usage

Offline Mode

The mobile app supports offline viewing of client data, creating visit records, and voice logging. Data auto-syncs when the network is back. Offline data is stored locally with encryption to ensure data security.

Photo and Attachments

During visits, you can take photos to upload store displays, competitor info, contract documents, etc. Supports image annotations (circling, text). After taking photos, AI can automatically identify display issues and provide suggestions.

Team Management

Org Structure

Supports multi-level Org Structure (Company - Region - Province - City - Team), and you can set reporting relationships. Data access is automatically isolated according to the Org Structure, or you can manually configure cross-department data sharing.

Role Permissions

The system provides 5 default roles: Admin, Sales Directors, Sales Managers, Sales Reps, and Read-Only Users. Each role has preset permissions, or you can customize roles to finely control View/Edit/Delete permissions for each module.

Billing & Subscriptions

Plan Comparison

PWM CRM offers 4 plans: Free (up to 3 users), Starter, Professional, and Enterprise. For a detailed comparison of features, check out the Pricing page.

Upgrade & Downgrade

You can upgrade or downgrade anytime in "Settings - Subscription Management." Upgrades take effect immediately and are prorated based on remaining days; downgrades take effect after the current billing cycle ends.

Invoices

Supports issuing standard VAT invoices and special VAT invoices. Submit invoice info in "Settings - Invoice Management," and usually, the invoice will be issued and sent to the registered Email within 3 working days.

FAQ