No more scattered across Excel, WhatsApp, Email and notebooks. The CRM brings all client interactions together, tracked from enquiry to deal.
Unified Platform
Auto Tracking
WhatsApp + Email
Every client has a dedicated profile — basic info, contact history, past quotes and purchase history, all on one screen. No more hunting across different places.
Visual sales pipeline — from enquiry → quote → follow-up → close, you see how many deals are at each stage and which clients have stalled.
WhatsApp conversations and Email correspondence auto-sync into the CRM. No manual copy-paste — all communication auto-archives to the client profile.
The system auto-detects which clients need following up — no contact for too long, quoted but not replied, booked but not confirmed — and pushes notifications. Your sales team never misses a client.
Different industries have different sales processes — our CRM flexes to your business needs.
Long-cycle sales management, multi-decision-maker tracking, proposal version control.
Two-way listing + buyer matching, viewing records, deal follow-up.
Quote → start → complete → collect, one-stop project-based tracking.
Client spending records, treatment expiry reminders, booking integration.
Client order history, quote records, credit limit management.
Student enquiry → trial → enrolment → renewal, a complete enrollment funnel.
Real-time sales dashboard: monthly performance, pipeline value, close rate, top sales.
Role-based access: boss sees all, managers see their team, sales see their own clients.
Android/iOS app to check client data and update pipeline on the go.
Batch-import existing client data via Excel/CSV — no re-entry.
Open API to connect your accounting system, ERP and website enquiry form.
Every call, email, WhatsApp and meeting — all automatically logged.
Not foreign CRM prices. We price for Hong Kong SME budgets — great value.
Every industry has different sales flows — we tailor-make the CRM that fits you.
Hong Kong team, Cantonese communication. No language barrier with overseas support.
Not just a WhatsApp button — WhatsApp is truly integrated as part of the CRM.
WhatsApp us about your sales process and we'll suggest the best CRM solution.
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