Industry Solutions
How do engineering services companies use CRM to manage project-based sales from bid to payment?
Long-cycle operations for engineering projects — from bid to warranty payment
Three typical challenges for Engineering Services teams
Rough-and-ready bidding
Tender intel arrives late; whether to bid, who bids, and the odds of winning lack any evaluation process.
Regional teams in silos
Project teams across regions fight their own battles; customer data is invisible and unmanaged across regions.
Warranty deposits get stuck
Warranty deposits are often held for a year or two; without follow-up they quietly become bad debt.
How Zhilai CRM solves them
Tender lead scoring
Tender intel syncs automatically with multi-dimensional scoring — bid decisions backed by data.
ABAC regional isolation
Customer data isolated by region, with cross-region collaboration through team authorization — controlled, yet open.
Full-cycle payment tracking
Progress payments, acceptance payments, and warranty deposits managed by stage, with automatic escalation on overdue.
Typical Module Configuration
Recommended setup: tender leads + deal pipeline + regional permissions + contract & collection + approval flows + BI dashboards