CRM Planning
Requirements analysis and roadmap definition
- Business requirements analysis and organization
- Technical feasibility assessment
- Product roadmap and milestone planning
- Architecture design and technology selection
CRM
How can customer relationships be digitized across the entire process?
Closed-loop management from leads, opportunities, and contracts to services, improving sales collaboration and repeat purchases.
- CRM Planning
- CRM Implementation
- CRM Acceptance
Technical Services ·
Use Cases
We provide end-to-end services from planning to operations, helping enterprises efficiently build CRM solutions to meet business needs at different stages.
CRM Implementation
Phased development and integration
- Project architecture setup
- Core feature development
- Third-party service integration
- Performance optimization and code quality assurance
CRM Acceptance
Testing, Training, and Go-Live Support
- Multi-dimensional testing and quality validation
- User training and documentation delivery
- App store listing support
- Deployment and acceptance
CRM Operations
Post-Launch Iteration and Optimization
- Data Monitoring and Analysis
- Issue Response and Continuous Optimization
- Version Iteration and Feature Upgrades
- Long-Term Operations and Technical Support
Deliverables
Deliverables
We provide complete deliverables for CRM projects, covering every key stage from sales blueprint to system go-live and operational enablement.
CRM Blueprint and Data Model
Sales process, data model, and integration boundary documentation, aligned with the business closed loop.
Customer Journey and UI Prototypes
Customer journey prototypes and key interface designs to support review and iteration.
Launch-Ready CRM System
A launch-ready CRM system and interfaces covering the core lead-to-cash process.
Permission Configuration and Operations Manual
Permission configuration, data dictionary, and operations manual to support daily operations.
Sales Team Training and Coaching
Sales and operations training and go-live coaching to shorten team onboarding.
Related Services
Within the same capability domain, continue exploring adjacent solutions.
Custom Software Development
Covering core systems such as CRM, ERP, SaaS, and mid/back-office. We specialize in highly complex domain modeling, scalable architecture design, and full lifecycle engineering delivery.
Enterprise Software
Unified business middle platform, process engine, and master data management to support complex organizational collaboration and long-term evolution.
ERP
Integrated procurement, inventory, production, and finance for real-time visibility into overall operations.
SaaS Platform
Tenant isolation, subscription billing, and plugin-based extensibility to support productized growth.
Management System
OA, approvals, HR, and asset management to improve organizational efficiency.
AI Agent Development
RAG knowledge base and business process automation, integrated with CRM and ERP.
FAQ
Depending on scope, typically 4–16 weeks; after assessment, we provide a milestone plan and written proposal.
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Let's build software products that truly create value and drive business growth.