Built for B2B project-based sales
Every deal, measured.
From the first tender lead to the final payment and the next referral, Zhilai CRM keeps the entire project sales cycle in one system — every follow-up, every quote, every closed deal becomes the foundation for the next one.
IT services · System integration · Consulting · Agency · Engineering
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Four habits that cap your growth
Watched by hand, kept in memory, approved over chat, carried in people's heads — none of these scales. Zhilai CRM turns each one into a process the system can run.
Leads tracked by hand
Tender notices are scattered across the web; miss one and the pipeline bleeds at the source.
→ Auto-captured tender leadsFollow-ups run on memory
Senior reps sit on their leads, new reps get none, and the shared pool turns into a shelf.
→ 48-hour auto-recycle to the poolDiscounts approved over chat
Quotes signed off in private messages, no audit trail, and margin quietly erodes.
→ Automated special-price approvalsExperience leaves with people
When a key player leaves, their project know-how leaves too, and the next bid starts from zero.
→ A reusable project knowledge baseOne closed loop, from bid to referral
From the first tender lead to the final payment — and on to the next referral
Referrals feed new leads back into acquisition — a growth flywheel that compounds.
Core Capabilities
Tender leads, auto-captured
Tender data syncs automatically and is scored across multiple dimensions — high-score leads land straight in the shared pool.
- Automatic tender data sync
- Intelligent lead scoring
- Pool protection & grace period
AI strategy & deal health
AI recommends a playbook for every deal and scores health across six dimensions, with a rule-engine fallback that works even without an LLM key.
- AI deal playbooks
- Rubric-based health scoring
- Four-level graceful degradation
Quote-to-cash pipeline
Quotes generated online, discounts beyond limits routed through multi-level approvals, milestone payments tracked with overdue alerts.
- Online quotes & contracts
- Special-price approval flows
- Payment plans & alerts
Self-serve BI & metrics
Drag-and-drop dashboards, metrics defined once and referenced everywhere, anomalies pushed to the right person automatically.
- Self-serve BI designer
- Metrics-as-a-service
- Automated alert delivery
Real product, real screenshots
AI capability
AI that carries real work, not just conversation
Many CRMs ship AI that chats politely and stops there. Zhilai CRM's AI does three real jobs: suggests a play for every deal, scores your win probability, and answers questions about your numbers in plain language. And when the model wobbles or drops, the system lands softly on its own — your business never goes dark.
- 1 AI strategy & analyst: Deal playbooks, health scoring, and conversational analysis of your business data — in plain language.
- 2 Four-level graceful degradation: When the model stutters or drops, the system falls back to rule engines automatically, with a clear on-screen notice. Your business keeps running.
- 3 Open MCP access: Your own AI tools can call Zhilai CRM data securely with an API key — and every write still requires human approval.
Enterprise-grade security, out of the box
Six defenses for IT decision-makers
Schema-level tenant isolation
Every customer gets its own database schema — physically isolated, mutually invisible.
Field-level masking & watermarks
Sensitive fields are masked automatically, and watermarks deter screenshot leaks.
ABAC regional isolation
Data is filtered by region; cross-region collaboration runs through team grants.
4-eyes export approval
Exporting sensitive data requires two-person approval, with a full audit trail.
SSO single sign-on
Sign in with DingTalk, Feishu, or WeChat Work — no passwords to remember.
Four permission defense layers
Authentication, roles, permissions, and rate limiting guard the stack end to end.