SCRM

Build customer assets on WeCom

• Channel QR codes
• Staff QR codes
• Acquisition links

Customer management

Customer list & details

Manage all WeCom customers in one place, filter by tag, stage or follow-up status, export in bulk, and review every interaction on a full activity timeline.

Customer profile

Aggregate stage, days since adding, follow-up count, source channel and QR code, and tags into a complete 360° view of each customer.

Customer tags

Combine synced WeCom tags with your own, apply tags automatically or in bulk, and segment customers precisely.

Customer stages

Configure stage names, colors, order and won/lost attributes, and change a customer's stage directly from the list or detail page.

Churn alerts

Automatically flag never-contacted customers and those with no follow-up for over 30 days, creating workbench tasks so managers can win them back in time.

Customer operations

Follow-ups

Manage follow-up records and plans together, set the next follow-up time, and see pending and overdue items at a glance.

Customer SOPs

Trigger on new friends, stage changes or manual action, and automatically send messages, apply tags and create reminders on day N at time N, so no standard step is missed.

New customer activation

Welcome templates plus a multi-day push sequence after adding reach new customers immediately and keep nurturing them.

Customer care

Birthday reminders N days ahead, automatic re-engagement for silent customers, and yearly holiday broadcasts keep existing customers active.

Community operations

Group management

Group list, group details and member management, with leave records retained and daily automatic reconciliation.

Unlimited group QR codes

One live QR code serves multiple customer groups, creates a new group when one fills up, and attributes joins to the right channel.

Group SOPs

Schedule broadcast tasks daily, weekly or monthly to standardize routine group operations.

Group stats & handover

Track total groups, customer counts and owner departure status in real time, with support for handover from departing staff.

Marketing outreach

Broadcast marketing

Select customers or groups to create single, bulk or scheduled sends in one click; staff confirm in WeCom and results sync back automatically.

Moments

Push Moments tasks to all staff and track who posted and how customers engaged.

Scripts & asset library

Each script supports text plus up to 9 attachments, insertable in one click for broadcasts, welcomes and follow-ups — assets get reused more efficiently.

Marketing tool integration

• Coupons: Instant discounts drive spending and lift average order value and repeat rates
• Points: Let customers accumulate points to increase stickiness and switching costs, deepening loyalty
• Memberships: Prepaid discounts bring cash in early, and member pricing locks in long-term spending
• Lucky draws: Draw campaigns attract attention and, with broadcasts and communities, spark fast engagement
• Group buys: Friends buy together for a discount, bringing in new customers at low cost

Automation & data

Automated operations

An SOP engine orchestrates triggers and actions and runs them on schedule, reducing manual effort, improving efficiency and driving conversion.

Data dashboard

See new, churned and net customer trends, channel and staff rankings, and stage distribution at a glance to evaluate strategy and optimize spend.

Authorization & accounts

Merchants self-authorize their WeCom account, manage staff and interoperability account licenses centrally, and get renewal warnings to keep customer data syncing.