is open for free public beta · No card required See free plan

Free customer management tools for small teams

Turn scattered customer data into
clear next actions.

Contacts, opportunities, follow-up notes and to-dos in one place. Import from Excel today and start following along today.

  • No credit card required
  • Excel/CSV Import
  • Data can be exported at any time
FREE BETA ¥0 Start now
Sales Workbench Business Opportunities of the Week
To be followed18 6 items today
In progress¥126k↑ 12%
Estimated transaction7This month
Opportunity Pipeline All persons in charge⌄
New clue3
A
Antu Technology Website Inquiry · Today
¥24k
sea
Coastal TradeExcel import
¥18k
has contacted5
sen
Senyu Home FurnishingRevisit tomorrow
¥36k
K
Kite StudioQuotation sent
¥12k
Plan Confirmation2
Cloud
Yunfan Equipment Friday Decision
¥48k

is not another more complex table

1 viewsSee the whole picture of customers
3 step importCatch historical data
Every clue all have reminders for the next step

The beginning is very light and the process is very clear

Customer management should not start with a week of training.

Bring in the list you are using, organize it according to your own sales stage, and then only look at what to do today.

import

Bring the original client

Upload Excel or CSV to match fields such as name, company, phone number, email address, etc., without having to re-enter them.

Organization

Set up your own sales stage

Use Kanban to track every opportunity from new lead to closed deal. Drag the card to update the progress.

Action

You know what to do every day when you open it

Turn follow-ups, phone calls, and meetings into next tasks so that busyness really drives the deal.

Core CRM, a lot of the same

Simplicity hides complexity.
does not give you less functions.

From contacts to business opportunities, from tasks to team collaboration, daily sales work is on a continuous timeline.

Try it now for free

Customer Panorama

Contacts, companies, communication records and business opportunities are presented in a centralized manner, so handover no longer relies on recall.

Opportunity Pipeline

Customize the sales stage and see clearly the opportunity amount, the person responsible and the next action.

Task Reminder

Turn every follow-up into a clear task, and overdue items and today’s key points can be seen at a glance.

Flexible import and export

supports table migration. Customer data belongs to you and can be fully exported when needed.

Your data, you don’t have to start from scratch

One piece of Excel,
brings back customers of many years.

Upload the form, confirm the fields, and start importing. Historical customers can be followed up, and duplicate records can be discovered before importing.

  • 01 supports Excel and CSV
  • 02 Custom field matching
  • 03 Check data before import

AI is not a chat box, it is a sales assistant

Let customers record and turn it into actionable judgment.

AI capabilities will be gradually accessed: summarizing follow-up records, identifying high-intention customers, and generating weekly reports, allowing the team to spend time on customers who really need to communicate.

AI Sales BriefThis week

The 3 most worthy of priority follow-up opportunities

01
Yunfan EquipmentNo reply for 3 days after quotation, historical email opened 4 times
High Intention
02
Senyu Home FurnishingBudget confirmed, final delivery time missing
To be confirmed
03
Antu TechnologyNew inquiry, the demand is similar to that of existing customers
New Opportunities
It is recommended to contact Yunfan Equipment today and supplement the delivery plan.

Why is it free first

Let CRM be really used first,
Talk more.

Many teams are not short of software, but are worried about migration costs, learning costs and the cost of buying the wrong software. The free public beta allows you to first verify whether it works smoothly with real customers.

Our Principles The free entrance is clear, and the data export is also clear.
FREE BETA · Free public beta
¥0/ Start now

is suitable for personal sales, SOHO and small teams that are establishing customer management processes.

  • Contact and Company Management
  • Business opportunity pipeline and tasks
  • Excel/CSV Import
  • Data can be exported at any time
Create a workspace for free No need to bind a credit card during the public beta stage

Before starting, you may also want to know

FAQ

Is it really free to register now?

Yes, there is no need to bind a credit card during the free public beta period. The formal plan and subsequent value-added capabilities will be clearly explained in advance, and fees will not be automatically deducted.

import customers from the original Excel?

Yes. Supports Excel and CSV customer lists, and can match fields such as name, company, phone number, and email address when importing.

is no longer used in the future, can the data be taken away?

Yes. We insist that data can be migrated, and customer and business data can be exported to avoid being locked by tools.

What can AI analytics do now?

AI sales briefings, customer intention judgments and follow-up summaries are gradually being accessed. The basic CRM can be used first, and the AI ​​functions will be available for experience in batches after they are launched.

Imported the first batch of customers today

The next time you open CRM,
You will know who to contact first.

Join the free beta