CRM product core functions

This functional architecture diagram revolves around customer lifecycle management, outlining the core functional modules of the CRM system. It covers customer management (unified view of customer information, 360-degree profiles, public and private pool allocation, customer segmentation and tagging, duplicate customer merging and deduplication control), sales management (sales lead follow-up and conversion, opportunity stage management, sales funnel analysis, visit records and automated follow-up task flow, intelligent pricing and contract management), process approval (customer creation approval, customer release and return mechanisms, sales order approval, price approval and special offer management), data empowerment (sales behavior dashboards, performance target and achievement analysis, churn customer early warning, opportunity prediction and churn AI early warning), and system integration (ERP order synchronization, WeChat/DingTalk integration, automated marketing integration). Furthermore, the system supports flexible configuration of public pool allocation rules, enabling efficient flow of customer resources and preventing conflicts, covering the complete business loop from lead acquisition to conversion and after-sales service.