Zhijian CRM Product Introduction
01 Product Introduction
Product Overview
A customer relationship management system built on a low-code platform, supporting private deployment, connecting the entire chain of customer acquisition, conversion, retention, and after-sales service. It helps enterprises achieve unified customer resource accumulation, efficient sales process control, service collaboration closed-loop, and intelligent business data analysis.
Technical Features With "Low-Code Platform + AI" as the core technology foundation, it breaks through the pain points of traditional CRM products: rigid functionality, high secondary development costs, and long cycles. It supports enterprises to continuously and independently expand system capabilities as their business grows, without relying on the original development team throughout the process, truly achieving CRM that grows in sync with the business.
Differentiated Advantages
Compared with mainstream products on the market: Salesforce, HubSpot, Zoho CRM, Fenxiangxiaoke, Odoo CRM, SuiteCRM, etc.
| No. | Advantage | Description |
|---|---|---|
| 01 | Configuration First | Data models, page layouts, and business processes can all be configured through UI without writing code |
| 02 | Low-Code Rapid Build | Faster than self-development, more flexible than SaaS |
| 03 | Modular Decomposition | Each module is independently designed and can be trimmed as needed; the minimum viable version requires only Customer + Opportunity modules |
| 04 | Data Sovereignty | Self-hosted deployment, customer data stored on own servers, meeting compliance requirements |
| 05 | Native AI Employee Integration | AI employees are deeply embedded in business pages, automatically sensing data context, not just "adding an AI button" |
| 06 | All Designs Can Be Replicated | Users can expand based on solution templates without relying on vendors |
02 Product Highlights
"Zhijian CRM" is built on a low-code platform with decomposable modules and a complete sales closed-loop. Workflows automate daily tasks, and AI assists with lead scoring, opportunity analysis, form filling, etc.
2.1 Modular Decomposition
Each module is independently designed and can be toggled on/off individually. Enterprises can trim them into solutions of different scales as needed.
| Module | Required | Description |
|---|---|---|
| Customer Management | Required | Customer profiles, contacts, customer hierarchy, public pool |
| Opportunity Management | Required | Sales funnel, stage progression, activity records |
| Lead Management | Optional | Lead entry, status flow, conversion tracking |
| Quote Management | Optional | Multi-currency, multi-round quotes, version management, approval process |
| Contract Management | Optional | Contract entry, payment plan, payment tracking, invoice records |
| Order Management | Optional | Order entry, status flow |
| Product Management | Optional | Product quantity, product classification |
Version Tiers
- Lite: Customer + Opportunity, simple customer and opportunity tracking
- Standard: Customer + Opportunity + Quote + Contract, sales management for small and medium enterprises
- Complete: All 7 modules, a complete B2B sales team process
2.2 Full-Chain Free Extension
Full-Dimension Free Extension Freely extend custom fields, processes, and business logic to fully match your business needs.
- Business object free extension
- Business process free extension
- View and permission free extension
- Application page free extension
- Integration capability free extension
AI Coding Enterprises can leverage AI Coding capabilities to customize business functions, approval processes, field extensions, custom reports, third-party system integration, and other personalized needs, truly making CRM adapt to the business rather than forcing the business to accommodate the system.
2.3 Native AI Employee Integration
The system comes with pre-built AI employees deeply embedded in business pages. Unlike ordinary AI chat tools, they can automatically identify the data you are currently viewing—whether it's a lead list, opportunity details, or customer records—without manual copy-paste, ready to work immediately.
Not "adding an AI button" but embedding AI employees in every business page, automatically obtaining current data context, and triggering analysis and suggestions with one click.
| AI Employee Role | Capability Description |
|---|---|
| Data Analyst | Assists customers with lead channel analysis, sales trend analysis, automatic report generation, etc. |
| Visualization Expert | Assists customers with report chart configuration, dashboard building |
| Translation Assistant | Assists customers with language translation |
AI Employee Capability System
- Model Integration: Supports mainstream domestic and international AI large models.
- AI Employee Application: Embeds AI employees in every business page, automatically obtaining current data context, triggering analysis and suggestions with one click.
- AI Employee Customization: Built-in AI employees (business employees and developer employees) that enterprises can customize based on their own business situations.
03 Function Introduction
Core functions cover: leads, customers, opportunities, contracts, payments, orders, products, data analysis, basic configuration, workflows, operation logs, mobile terminal, etc.
3.1 Lead Management
- Lead Import: Three methods—Excel batch import, form collection, API access; visual configuration of field mapping, automatic deduplication on import conflicts.
- Lead Conversion: Operations to convert "lead information" into customers, contacts, and opportunities.
- Lead Pool: Multiple lead pools can be created for classified lead management.
- Recycle Bin: Restore deleted data in "Leads" and "Lead Pools" to prevent accidental deletion.
3.2 Customer Management
Customer
- Includes transfer, move to public pool, move to recycle bin, etc.;
- Multi-dimensional tags for customer type, industry, scale, source; supports filtering and aggregation analysis by tags.
Public Pool
- Leads or customers not followed up for a long time;
- Resources actively released by sales;
- Resources recovered after employee departure or organizational adjustment;
- Customers temporarily deemed invalid but can be activated later.
Contact
- Multi-dimensional tags for position, level, key decision-maker, department, reports to, direct subordinates, building a complete relationship network of customer contacts.
3.3 Opportunity Management
- Opportunity: Unified filing and tiered tags, standardized sales stage process control; automatically generates follow-up plans, regular return visit reminders, and automatic alerts for long-term unattended opportunities.
- Quote: Multi-version quote retention, historical price comparison traceable; online approval workflow, standardized quote control; supports PDF quote export and printing.
3.4 Contract Management
- Contract: Supports online multi-level approval, full trace of modification records, can upload technical agreements, drawings, supplementary agreements, and other attachments; tiered permission control to prevent leakage of core cooperation agreements.
- Payment: Establish payment plans with timed reminders; online registration of actual payments, matching corresponding contracts; can connect with financial systems for accounts receivable data synchronization, reducing manual reconciliation workload.
- Invoice: Linked with contract payment records and other information.
3.5 Product Management
- Standardized product classification and product database, unified enterprise product standards, linked with quote, contract, and opportunity modules to automatically bring out product data, supporting full-process product sales activities.
3.6 Basic Data
- Unified enterprise standardized business terms, standardize data entry across the system, reduce data clutter and statistical distortion; customer-defined configuration to meet actual business situations, maintained in one place, synchronized across all modules.
3.7 AI Employees
- AI Employee Application: Embed AI employees in every business page, automatically obtaining current data context, triggering analysis and suggestions with one click.
- AI Employee Customization: Built-in AI employees (business employees and developer employees) that enterprises can customize based on their own business situations.
- Model Integration: Supports mainstream domestic and international AI large models.
3.8 Workflow
- Visual Drag-and-Drop Process Design: No code development needed; administrators drag nodes to build processes, supporting initiator, CC, conditional branching, approval, and other modes.
- Automated Message Push and To-Do Reminders: Real-time push of in-site messages and to-do lists after process initiation, automatic alerts for overdue items.
- Deep Business Document Linkage: Connects with opportunities, quotes, contracts, and customer profiles; document submission triggers corresponding workflows.
3.9 Data Dashboard
- Multi-dimensional visualization chart display
- Low-code custom dashboard building
- Metric alerts and anomaly reminders
3.10 Mobile
- No need to install a separate app; use the browser on your phone to directly access the system address.
3.11 Other Features
- Follow-up Records: Every visit, call, and email leaves a record; view complete communication history on a timeline, zero friction for handover.
- Follow-up Reminders: Automatic notification before next follow-up time expires; long-term uncontacted customers are listed in the "to activate" dashboard to avoid being forgotten.
- Merge and Deduplicate: Same customer entered multiple times is automatically recognized; one-click merge, historical follow-ups and associated records are preserved without loss.
04 Deployment & Implementation
From local servers to cloud environments, we provide secure and stable environment deployment and operation services, so you don't need to worry about the underlying architecture and can focus on business growth.
4.1 Deployment Method
Secure and Autonomous: Private deployment, 100% self-controlled data; open API and standard interfaces, supporting deep integration and custom development.
Configuration Requirements
| Item | Minimum Configuration | Recommended Configuration |
|---|---|---|
| CPU | 2 cores | 4 cores |
| Memory | ≥2 GB | ≥4 GB |
| Disk | ≥30 GB | ≥50 GB |
| Browser | Chrome core ≥ 91; Firefox core ≥ 89 | Chrome core ≥ 140; Firefox core ≥ 150; Edge core ≥ 140 |
4.2 Technical Support
| Service Item | Service Content (Basic) | Service Content (Professional) |
|---|---|---|
| Technical Support Service | 5x8 phone support, response time ≤4 hours; after receiving fault reports, engineers assist customers in timely troubleshooting through phone support, remote access, and other methods. | 7x10 phone support, response time ≤2 hours; after receiving fault reports, engineers assist customers in timely troubleshooting through phone support, remote access, and other methods. |
| Training Method | Provides offline videos, remote meeting training. | Provides offline videos, remote meeting training, or on-site training. |
| Product Installation | Provides installation documentation, remote installation service. | Provides installation documentation, remote or on-site installation service. |
| Professional Guarantee Service | None. | Total 3 person-days of professional guarantee service: can provide remote or on-site installation deployment, emergency assistance, software troubleshooting, and other services. |
| Software Upgrade Service | 3 software upgrades within one year. | 5 software upgrades within one year. |
Making Software Smarter · Making Operations Simpler
Beijing Shuke Zhijian Technology Co., Ltd.