
Susuzhao
susuzhao
Put leads, customers, opportunities, and collections into one CRM operating system
This is not a lightweight contact app. It is a practical business system for sales teams, customer success teams, and managers, covering acquisition, follow-up, closing, contracts, collections, and review.
Product Overview
Organize the product around the real customer operating chain instead of stitching together forms and lists.

Unified Customer Assets
Leads, customers, contacts, opportunities, contracts, collections, tasks, and follow-up records all live in one account system, preventing customer information from being scattered across spreadsheets and personal devices.
Stronger Sales Process
From first outreach and demand confirmation to proposal, quote, and win-loss review, every stage can be managed with required actions, next follow-up time, and risk notes.
Real-time Management Visibility
The system includes common dashboards for pipeline, opportunity value trends, sales ranking, follow-up tasks, and customer tiers, reducing manual daily and weekly reporting.
Core Modules
Cover the sales-team workflows that are used most often and most likely to drift out of control.
Lead Management
Capture source channels, assign sales reps, track conversion rates, and manage invalid, duplicate, or silent leads with clear statuses.
Customers & Contacts
Retain company information, key contacts, role relationships, communication history, and cooperation status to reduce customer breakage when people change roles.
Opportunity Funnel
Advance each opportunity by stage, record budget, expected close date, competition, and blockers, and let managers inspect pipeline health directly.
Contracts & Collections
Connect contract signing, execution, invoicing, collections, and overdue reminders so sales and finance can collaborate inside one business view.
Tasks & Follow-up
Every communication can turn into a task, summary, and next action, avoiding the familiar problem of long follow-up cycles with no process record in the system.
Data Analysis
Analyze new customers, opportunity value, win rate, sales ranking, customer segmentation, and follow-up timeliness with built-in operating metrics.
Business Scenarios
Not vague “full empowerment,” but concrete actions that map directly to day-to-day sales management.
Plan Options
Start with a trial, then choose the right version based on team size and management complexity.
Trial Plan
Best for 1 to 3 people evaluating the product and experiencing standard customer, opportunity, and follow-up workflows.
Start TrialStandard Plan
Best for small teams going live quickly with leads, customers, contacts, opportunities, tasks, and core reporting.
Order StandardProfessional Plan
Best for teams that need stronger process control, adding contracts, collections, approvals, and operating dashboards.
Order ProfessionalCustom Plan
Best for enterprise clients that need custom fields, workflows, integrations, and dedicated delivery support.
Consult for Custom