Industry Solutions
How do IT services companies use CRM to manage project-based sales from bid to payment?
From tender intel to acceptance and payment — end-to-end management of IT services projects
Three typical challenges for IT Services teams
Tender tracking by hand
Sales reps take turns refreshing tender websites; bids get missed and submitted late, and opportunities are lost at the source.
Quoting done in silos
Labor, outsourcing, and hardware costs sit scattered in spreadsheets, discount approvals run through chat — pricing follows no discipline.
Experience walks out with people
What was built and who did it well lives in senior employees' heads; new hires start bidding from scratch.
How Zhilai CRM solves them
Tender leads captured automatically
Syncs with tender data, scores leads by industry, budget, and region, and routes high-score leads into the public pool.
Quoting–approval–contract loop
Quotes generated online, multi-level approval auto-triggered on over-discount; contracts, orders, payments, and invoices stay fully traced.
Project experience library
Won projects accumulate automatically into a searchable experience library — no more bidding from a blank page.
Typical Module Configuration
Recommended setup: tender leads + lead scoring + deal pipeline + quoting/contract/collection + project experience library + BI dashboards