Efficiently Centralize Customer Data, 24/7 Stay Close to Potential Customers. • Automate Sales Processes • Make Every Minute Count
All-in-one CRM solution
Enhance Sales Efficiency and Customer Management
Expand Customer Database
Create a dedicated electronic form to collect customer data and feedback directly; the data will be automatically stored in the system database.
Centralized Tracking of Customer Status
Unified management of customer status, sales records, and consumption behaviour to formulate effective marketing and retention strategies, enhancing customer satisfaction.
Automated Processes
Reduce repetitive tasks through automated workflows, ensuring sales representatives and customers receive timely notifications and seize business opportunities.
Visualized Data
The system supports various data analysis charts, making it easy to understand operational data such as profit distribution, key customer groups, and marketing channel data.
Real-time Data Access
Management can access real-time system data through computers, tablets, or smartphones, gaining immediate insights into customer follow-up status.
Generative AI Business System
You can easily generate system applications based on input system keywords, such as online reservation, customer relationship, order management, etc., and worksheet content can be built by oneself.
More to explore with the power of AI
Integrate with AI for more value and connect your AI chatbot to your favouite tools like WhatsApp, Slack, Teams, and more.
360-degree customer view
Centralized storage, analysis, and management of customer data, for a deeper understanding of customer needs. · Basic information · Contact details · Purchase history · Promotional records · Interaction history · Personal preferences, etc.
Sales Process Automation
Design automated sales processes to eliminate tedious tasks and enhance sales efficiency. · Customer follow-up reminders · Quotation discount approvals · Customer renewal notifications · Sending emails & SMS to customers, etc.
Fast Form Generation
Easily generate various forms, simple and fast. · Quotations · Invoices · Receipts · Contracts
Real-time Reporting Analysis and Data Visualization
Generate various reports in real-time, providing rich data analysis features. Presenting data in graphical form facilitates understanding customer behavior and trends, making it easy to analyze and compare. · Line Chart · Bar Chart · Pie Chart · Perspective, etc.
Integration
Supports API / Webhook integration, allowing seamless integratoin with other business applications and automating the integration of internal information. • WhatsApp • WordPress • Xero • Gmail • Mailchimp • Payment systems
Custom Exclusive Management System
• Highly customizable Design a CRM to fit your customer management process needs. • Flexible Adjustments Easily modify and adjust the system structure and settings as needed, with simple operations and no need for programming or IT technical support.
Automated Processes to Enhance Management Efficiency
• Time-based Conditions Send reminders or promotional emails, messages, etc., based on time conditions such as customer contract expiration dates, birthdays, holidays, etc., notifying both customers and responsible sales colleagues. • Record-based Conditions Automatically allocate and notify sales colleagues for follow-up when there are new or modified records, such as new customers or changes in quotations. • Approval-based Conditions Customize conditions to notify superiors for approval, such as when customer discounts fall below a specified percentage or when extending the trial period for a customer.
Why Us?
Save Money, Save Time
• Save up to 75% in human resource costs • Save up to 94% in work hours
Comprehensive Features
Choose different modules according to business needs: • Sales, Procurement, Inventory • Logistics and Transportation System • Event Planning
Efficient and Secure
• Equipped with advanced firewalls to prevent hacking and data leaks • Utilizes bank-grade AES and SSL encryption technologies to comprehensively protect data
Local Support
• Comprehensive support services in Cantonese and English • Full support for both local and international customers
Digital Transformation
• Eliminate redundant processes, significantly reduce work hours, and enhance efficiency • Streamline operational workflows, facilitating business upgrades in digital transformation
Paperless Office
Businesses can achieve a paperless office model, thereby enhancing ESG ratings: • Environmental • Social • Governance
Frequently Asked Questions
Is the CRM system suitable for my business?
Yes, our CRM system is designed to be flexible and suitable for various types of businesses, including e-commerce, finance, and service industries across different sectors. Whether you are a startup or a large enterprise, our CRM system can provide personalized solutions to meet your business needs.
Do I need programming knowledge to use the CRM system?
No, you don't. Our CRM system is designed to be user-friendly and does not require programming knowledge. Your team members can easily get started. We provide comprehensive user guides and training to ensure that you can fully utilize the features of the CRM system.
Can I customize our CRM system?
Yes, we offer customization options to tailor the CRM system according to your business needs. Our professional team will carefully listen to your requirements and customize the CRM system solution based on your business processes and goals.
Is my data secure?
Yes, we prioritize the security of your data and privacy. Our CRM system is equipped with advanced security measures to ensure your data is not threatened. Additionally, we adhere to strict privacy protection policies to ensure that your data is used only for your business needs and not for any other purposes.
Is there support during the trial period?
YOOV offers two support plans, with the standard plan being completely free. If users encounter difficulties during the trial period, they can contact our technical support team via WhatsApp or email.