Zhilai CRM
One closed-loop CRM
Lead capture → conversion → quote-to-cash → delivery → experience → referral. From the first tender lead to the last payment, everything lives in one system.
Product Screenshots
Lead Generation
Quality leads come to you
Tender data syncs automatically with multi-dimensional scoring; the public pool keeps every lead alive, and referrals become a steady second channel.
- Automatic tender lead sync & scoring
- 48-hour public pool protection with auto-recycle
- Lead assignment rules engine
- Referral acquisition engine
- Excel bulk import wizard
Sales Conversion
Follow every lead through
Customer 360, deal pipeline, relationship maps, and KYC — a transparent, controllable conversion process with reusable project experience.
- Customer 360 unified view
- 7-stage deal pipeline with dwell alerts
- Relationship maps & decision-chain analysis
- KYC due diligence
- Project experience library with semantic search
AI
AI that does the work, reliably
AI deal strategies, health scoring, and a conversational analyst — with a four-level degradation fallback. Your own AI can connect via MCP.
- AI deal strategy generation
- Rubric-based deal health scoring
- AI analyst (conversational data analysis)
- Four-level degradation fallback with rules engine
- MCP server-side open access
Deal Management
From quote to cash, one deal through
Quotes, contracts, orders, payments, and invoices online end to end, with automated discount approvals and a full audit trail.
- Online quotes, one-click to contract
- Multi-level discount approval flow
- Milestone payment plans & overdue alerts
- Invoice management
- Product & inventory management
Sales Management
Manage the process, trust the outcome
Approvals, KPI, commissions, permissions, watermarks, and regional isolation — every management action systematized.
- KPI process metrics & follow-up engine
- Commission rules engine
- Multi-level approval flows
- ABAC regional isolation
- Data watermark & field-level masking with 4-eyes export review
Platform
Configure, never customize
Open APIs, MCP access, SSO, and a module marketplace — the platform grows with your business.
- Open API & webhooks
- MCP server-side access
- SSO (DingTalk / Feishu / WeCom)
- Module marketplace, enabled on demand
- Global search Cmd+K
Mobile
Sales happens on the road — so does CRM
A native app with full functionality: customers, deals, field work, approvals, and offline sync.
- Customer 360 on mobile
- Mobile approvals
- Field visit management
- Offline sync engine
- Voice notes
Standalone Products
Built on the same foundation as Zhilai CRM — use them together, or adopt each tool on its own.
Object Designer
When the business changes, the system changes the same day
A zero-code development tool: model business objects, fields, page layouts, and validation rules by drag-and-drop. Changes go live instantly — no code required.
Reports
Even the most complex reports, without stitching Excel files
A complex report engine: master-detail cell expansion, formulas, conditional styling, chart mixing, scheduled delivery, and data entry — exportable to PDF, Excel, and HTML.
BI
A full picture of your business, a few drags away
Self-serve BI dashboards: drag-and-drop configuration, drill-downs and chart linking, proactive alerts, dashboards embeddable into business pages, and available on mobile.
Metrics Platform
One metric dictionary for the whole company — define once, reference everywhere
Metrics-as-a-Service: define business metrics like revenue and collection rate once, then reference them from BI dashboards, OKR, commissions, approvals, and alerts — one consistent definition everywhere.
Sales OKR
Goals aligned to every person, progress visible every week
Sales OKR: goal setting and cascading alignment, periodic check-ins, AI coaching, linked with KPI and commission rules, with mobile check-ins.