Industry Solutions
How do agencies use CRM to manage project-based sales from bid to payment?
Deal momentum and proposal win rates for creative services
Three typical challenges for Agency teams
Pitching is expensive
A pile of free proposals with no win-rate data — deciding which clients deserve the investment is pure guesswork.
A single client source
Heavy reliance on the founder's network and existing clients; acquisition has no second growth curve.
Profit stays murky
Creative, revision, and outsourcing costs pile up; whether a project made money is known only after it ends.
How Zhilai CRM solves them
AI deal health scoring
AI scores win probability across six dimensions, so pitch investment goes where it counts.
Multi-channel lead management
Website, referral, and tender leads flow into one scored pool — acquisition no longer depends on the founder's network.
Quoting and cost management
Quotes linked to products and costs, with order profit visible in real time.
Typical Module Configuration
Recommended setup: lead scoring + deal pipeline + AI strategy + quote management + BI dashboards