本AI CRM是国内领先的全域智能客户关系管理系统，打通全网公域流量渠道，一站式聚合全平台客资线索、商机挖掘、智能获客、广告投流管控、线索流转、客户经营全链路，依托AI大模型驱动实现高度自动化营销销售闭环，解决多平台线索分散、商机发现滞后、线索漏接、投流效果无法闭环、销售跟进低效等行业痛点，一套系统完成从公域获客到成交转化全流程管理。This AI CRM is a leading domestic full-domain intelligent customer relationship management system, connecting public traffic channels across the entire network. It provides a one-stop aggregation of customer lead data and opportunities from all platforms, intelligent customer acquisition, advertising placement control, lead circulation, and full-chain customer management. Driven by AI large models, it achieves a highly automated marketing and sales closed-loop, addressing industry pain points such as dispersed leads across multiple platforms, delayed opportunity discovery, missed leads, inability to close the loop on advertising effectiveness, and inefficient sales follow-up. The system completes the entire process management from public-domain customer acquisition to transaction conversion.
WHY IT MATTERS
让每一次内容互动，都成为可追踪、可培育的商业资产。Make every content interaction a traceable and cultivable business asset.
AI CRM 将公域内容、私域沟通、表单咨询与成交记录连接为客户旅程。系统持续更新意向、下一动作和责任人，让销售把时间花在最值得推进的客户上。AI CRM connects public domain content, private domain communication, form inquiries, and transaction records into a customer journey. The system continuously updates intentions, next actions, and responsible personnel, allowing sales to spend time on the customers most worth pursuing.
01身份归并Identity merging
将来自不同触点的行为合并到统一客户视图。Combine behaviors from different touchpoints into a unified customer view.
02意向评分Automated Media Buying
依据互动深度、需求信号、预算和时效动态调整优先级。Adjust priorities dynamically based on interaction depth, demand signals, budget, and timing.
03自动培育AI Lead & Sales Automation
按客户阶段触发内容、提醒与任务，重要节点及时交给销售。Trigger content, reminders, and tasks according to the customer stage, and deliver important milestones to sales in a timely manner.
本AI CRM是国内领先的全域智能客户关系管理系统，打通全网公域流量渠道，一站式聚合全平台客资线索、商机挖掘、智能获客、广告投流管控、线索流转、客户经营全链路，依托AI大模型驱动实现高度自动化营销销售闭环，解决多平台线索分散、商机发现滞后、线索漏接、投流效果无法闭环、销售跟进低效等行业痛点，一套系统完成从公域获客到成交转化全流程管理。This AI CRM is a leading domestic full-domain intelligent customer relationship management system, connecting public traffic channels across the entire network. It provides a one-stop aggregation of customer lead data and opportunities from all platforms, intelligent customer acquisition, advertising placement control, lead circulation, and full-chain customer management. Driven by AI large models, it achieves a highly automated marketing and sales closed-loop, addressing industry pain points such as dispersed leads across multiple platforms, delayed opportunity discovery, missed leads, inability to close the loop on advertising effectiveness, and inefficient sales follow-up. The system completes the entire process management from public-domain customer acquisition to transaction conversion.
系统全面打通全网主流流量与广告渠道，全量接入线索来源：百度、搜狗、神马、360搜索、小红书、B站、知乎、今日头条、抖音、快手、视频号、微博、爱采购、阿里巴巴、大众点评、美团、脉脉、巨量引擎、磁力引擎、腾讯广告、小红书聚光等全部主流流量平台，广告表单留资、私信咨询、评论意向、内容互动、搜索咨询、咨询留言全部统一归集到CRM线索池，线索实时回传，第一时间抓取全平台客资商机，无需人工复制导出，多渠道线索自动汇总，告别多后台来回切换。The system fully integrates all mainstream traffic and advertising channels across the internet, connecting all lead sources: Baidu, Sogou, Shenma, 360 Search, Xiaohongshu, Bilibili, Zhihu, Toutiao, Douyin, Kuaishou, Video Accounts, Weibo, Ai Caigou, Alibaba, Dazhong Dianping, Meituan, Maimai, Tremendous Engine, Magnetic Engine, Tencent Ads, Xiaohongshu Spotlight, and all other mainstream traffic platforms. Advertising form submissions, private message inquiries, comment intentions, content interactions, search inquiries, and consultation messages are all unified into the CRM lead pool. Leads are sent back in real time, capturing business opportunities across all platforms at the first moment, without the need for manual copying or exporting. Multi-channel leads are automatically aggregated, eliminating the need to switch between multiple backends.
核心产品能力Core product capabilities
1、全域商机智能挖掘，实时捕捉意向线索1. Intelligent mining of business opportunities across the entire domain, capturing potential leads in real time
7×24小时不间断全网扫描，AI意图识别引擎自动从评论、私信、问答、帖子、搜索行为当中识别潜在意向客户，主动挖掘潜伏商机，不只接收广告留资线索，同时实现平台自主获客。7×24 hours uninterrupted full-network scanning, AI intent recognition engine automatically identifies potential customers from comments, private messages, Q&A, posts, and search behavior, proactively uncovering latent business opportunities, not only receiving advertising lead information, but also enabling the platform to acquire customers independently.
线索接入瞬间自动打渠道标签、来源标签、意向标签，自动完成线索去重、线索评级打分，区分高意向、中意向、低意向客户；高价值商机实时弹窗提醒，杜绝线索流失，不错过任何一条潜在业务机会。The moment a lead is accessed, it automatically tags the channel, source, and intention, completes lead deduplication and lead scoring, and distinguishes high-intention, medium-intention, and low-intention customers; high-value opportunities trigger real-time pop-up alerts, preventing lead loss and ensuring that no potential business opportunity is missed.
2、全自动化广告投流闭环管控Capability 07 · Scalable Delivery
SCENARIO MODEL · FUNNEL全域商机转化漏斗AI CRM Scenario Model
从匿名触点到成交复购，把客户识别、意向评分、自动跟进和销售接管连接成一个闭环。Turn every customer interaction into a traceable, actionable commercial asset.
触点汇聚Core Product Capabilities10,000
内容、表单、私域与客服线索Content, forms, private domain, and customer service leads
按意向阶段触发跟进动作Trigger follow-up actions based on the intention stage
高意向池Customer Lifecycle Management18%
交由销售优先接管的模拟占比Simulated proportion managed preferentially by sales
论证模型Evidence Model漏斗比例为典型业务场景模拟，不代表客户实际转化率AI CRM capability evidence and operating model.全部数据为能力展示与场景模拟，不代表真实客户效果All values are capability demonstrations and scenario simulations, not actual customer results.
对接各广告投放后台，实现在CRM内部统一管理多账户投流计划、创意、预算、人群包。Connect to various advertising platforms' backends to achieve unified management of multiple account campaign plans, creatives, budgets, and audience packages within the CRM.
后端线索转化数据深度回传给广告平台，AI自动分析各计划ROI、转化成本、线索质量，自动给出投放优化建议；支持自动调整预算、启停计划、人群优化，实现投流环节半自动化运转。完整记录每一条线索来自哪个广告计划、哪条素材，精准核算投放投产，清晰分辨优质渠道与低效浪费渠道。Backend lead conversion data is deeply fed back to the advertising platform, and AI automatically analyzes the ROI, conversion cost, and lead quality of each campaign, providing automatic optimization suggestions; it supports automatic budget adjustment, campaign start/stop, and audience optimization, achieving semi-automated operation of the traffic deployment process. Every lead is comprehensively recorded with information on which ad campaign and which creative it came from, accurately calculating advertising return on investment, and clearly distinguishing between high-quality channels and low-efficiency waste channels.
线索流入系统后，可按区域、行业、意向等级、业务线自动分配给到对应销售；支持线索公海池、回收机制，超时未跟进线索自动回收重分配。After leads enter the system, they can be automatically assigned to the corresponding sales according to region, industry, intention level, and business line; it supports a public lead pool and a recovery mechanism, where leads that are not followed up within the time limit are automatically recovered and reassigned.
AI智能体自动生成客户画像，提炼客户需求，自动输出跟进话术、沟通提纲、报价参考；自动生成跟进记录，销售沟通信息自动归档，无需手动录入。内置SOP自动化培育流程，针对不同意向等级客户自动执行触达策略，消息提醒、回访任务自动推送，大幅提升线索转化效率。AI intelligent agents automatically generate customer profiles, extract customer needs, and automatically output follow-up scripts, communication outlines, and quote references; follow-up records are automatically generated, and sales communication information is automatically archived, with no need for manual entry. Built-in SOP automated nurturing processes automatically execute outreach strategies for customers of different intention levels, and message reminders and follow-up tasks are automatically pushed, greatly improving lead conversion efficiency.
4、完整客户全生命周期管理Capability 13 · Business Applications
从线索、商机、跟进、报价、合同、订单、回款、复购，全流程数字化管理。完整沉淀客户档案、沟通记录、历史业务记录，员工离职客户资产完整留存，杜绝客户飞单流失。支持自定义字段、自定义业务流程，适配ToB企业服务、ToC本地生活、电商、教育、家装、招商加盟等各类行业。From leads, business opportunities, follow-ups, quotations, contracts, orders, payments, to repurchases, the entire process is managed digitally. Complete customer profiles, communication records, and historical business records are fully retained, ensuring that customer assets remain intact even if employees leave, preventing customer loss and order poaching. Supports custom fields and custom business processes, suitable for ToB enterprise services, ToC local life services, e-commerce, education, home decoration, franchise recruitment, and various other industries.
5、AI数据分析与全域可视化看板Capability 15 · Scalable Delivery
内置BI数据大屏，渠道线索报表、商机报表、投流投产报表、销售业绩报表、转化漏斗报表一键输出。直观看到各平台线索量、线索质量、成交率、获客成本，AI自动输出经营诊断报告，定位业务卡点，辅助企业做经营决策。Built-in BI data dashboard, with one-click export of channel lead reports, opportunity reports, traffic investment and return reports, sales performance reports, and conversion funnel reports. You can intuitively see the number of leads, lead quality, transaction rate, and customer acquisition cost on each platform. AI automatically generates business diagnosis reports, identifies business bottlenecks, and assists enterprises in making business decisions.
SYSTEM FLOW · CONCEPT MODELAI CRM能力工作流AI CRM Capability Workflow
从需求输入到结果回流的项目机制示意Schematic of the project mechanism from demand input to result feedback
当前节点 / 01Current Stage / 01ACTIVE STAGE
核心产品能力Core product capabilities
1、全域商机智能挖掘，实时捕捉意向线索 7×24小时不间断全网扫描，AI意图识别引擎自动从评论、私信、问答、帖子、搜索行为当中识别潜在意向客户，主动挖掘潜伏商机，不只接收广告留资线索，同时实现平台自主获客。 线索接入瞬间自动打渠道标签、来源标签、意向标签，自动完成线索去重、线索评级打分，区分高意向、中意向、低意向客户；高价值商机实时弹窗提醒，杜绝线索流失，不错过任何一条潜在业务机会。1. Intelligent mining of business opportunities across the entire domain, capturing potential leads in real time. A 7×24 hour uninterrupted full-network scan, with an AI intent recognition engine automatically identifying potential customers from comments, private messages, Q&A, posts, and search behaviors, actively uncovering hidden business opportunities. It not only receives advertising leads but also enables the platform to acquire customers independently. Once a lead is accessed, it automatically tags the channel, source, and intent, completes lead deduplication and scoring, distinguishing high-intent, medium-intent, and low-intent customers; high-value business opportunities trigger real-time pop-up alerts, preventing lead loss and ensuring that no potential business opportunities are missed.
前置输入Required Input
项目目标、品牌资料与业务约束Project objectives, brand information, and business constraints
节点产出Stage Output
可进入下一环节的「核心产品能力」成果、配置与过程记录Results, configuration, and process records of 'core product capabilities' that can enter the next stage
验收重点Acceptance Criteria
内容完整、规则可执行、异常有记录，并明确下一节点责任与依赖Content is complete, rules are executable, exceptions are recorded, and the next node's responsibilities and dependencies are clearly defined
能力结构根据产品资料整理 · 非软件界面截图Capability structure derived from product materials · Not a software screenshot
6、强大智能体扩展能力Capability 17 · Core Architecture
支持接入GPT、豆包、DeepSeek、Claude、Kimi等各类大模型，可自定义搭建营销智能体、商机研判智能体、销售辅助智能体。可以实现AI自动初筛线索、自动做客户意向研判、自动写营销内容、自动做客户回访辅助，多模型协同工作，持续放大营销与销售效率。Supports integration with various large models such as GPT, Doubao, DeepSeek, Claude, and Kimi, allowing for the custom creation of marketing intelligence agents, business opportunity assessment agents, and sales assistance agents. It can achieve AI automatic initial screening of leads, automatic evaluation of customer intent, automatic writing of marketing content, and automatic assistance with customer follow-ups, with multi-model collaborative work to continuously amplify marketing and sales efficiency.
产品核心优势Core Product Advantages
1. 渠道覆盖最全：市面上绝大多数公域广告、内容社区、搜索流量平台全部打通，线索一站式归集，真正做到全域客资统一管理。1. The most comprehensive channel coverage: Almost all public domain advertisements, content communities, and search traffic platforms on the market are connected, allowing leads to be collected in one place and achieving truly unified management of customer resources across all domains.
2. 商机响应极速：线索、意向商机实时同步，毫秒级推送，第一时间触达意向客户，抢占沟通窗口期。2. Rapid business opportunity response: Leads and intent-based business opportunities are synchronized in real time, pushed within milliseconds, reaching potential customers at the first moment to seize the communication window.
3. 高度自动化：线索归集、线索打分、线索分配、投流数据分析、客户跟进提醒、记录归档大量工作交由AI完成，极大压缩人力成本。3. High automation: Clue collection, clue scoring, clue allocation, traffic data analysis, customer follow-up reminders, and record archiving are all handled by AI, greatly reducing labor costs.
4. 投销一体化闭环：投放、线索、销售、成交数据全部打通，解决投放与销售数据割裂问题，真实核算每一笔广告预算价值。4. Integrated marketing and sales closed loop: All data on campaigns, leads, sales, and transactions are interconnected, addressing the problem of disconnection between campaign and sales data, and accurately calculating the value of each advertising budget.
5. 灵活可扩展：支持自定义流程、自定义字段、自定义AI智能体，适配大中小团队、工作室、企业多类业务场景。5. Flexible and scalable: supports custom workflows, custom fields, and custom AI agents, adapting to various business scenarios for teams of all sizes, studios, and enterprises.
提示：使用过程需严格遵守各平台接口规则、数据隐私相关法律法规，合规获取与存储客户信息。Tip: During use, you must strictly comply with the interface rules of each platform and the relevant laws and regulations on data privacy, and obtain and store customer information in compliance.
