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Zimei TechnologyEnterprise AI · Development and delivery
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Add AI to Existing Systems

Add AI to the System You Use.Start with One Task.

Sales continue to monitor customers and follow up in CRM. AI organizes customer status and unconfirmed items on the same page, and sales can save them after reading them.

Discuss AI Integration See What AI Removes
Ccustomer relationship management
LXLin Xiao
Key customersHuachen chain
Plan confirmation
owner
Lin Xiao
Number of stores
32 homes
Follow up next time
August 15
Latest follow up
Today 10:24

The customer is preparing for an internal review and hopes that we will supplement store training arrangements and post-launch support methods.

August 8

The first version of the plan has been sent and is waiting for the customer to confirm the reviewers and time.

The interface diagram produced by Zimei Technology is not a screenshot of the customer’s system. The page does not connect to or modify the real CRM.

What did the employees do?

Search Less. Copy Less.

Chat history, product information and customer status are summarized in the CRM. Sales check the content and then add their own judgment.
before
  1. 1View chat history
  2. 2Find product information
  3. 3Copy to document
  4. 4Write back to CRM
The same customer page
Huachen chainFollow up next time

The current status of customers and matters to be confirmed have been sorted out.

Save after sales confirmation

How to do the first issue

Review First. Keep CRM Records Unchanged.

Add a draft when you need to generate follow-up content. When it is necessary to save, it will be done after sales confirmation. Which functions are included in the first phase are determined based on the interface conditions and project scope.
  1. 01

    Check information

    Employees ask questions on the CRM page, which displays relevant information and customer records.

    Do not modify official CRM records
  2. 02

    Generate draft

    Generate follow-up drafts based on current customer records, which sales can modify directly.

    Drafts are not automatically saved
  3. 03

    Confirm and save

    The employee reads and confirms it, and then saves it to the designated location in the original system.

    Keep the original account and permissions

Why is it picked up by Zimei Technology

Not just an AI button.

We have designed the page that employees see and the interface behind it. Employees continue to use the original page and no longer have to manually transport the same information.
CRM in useInterface and field descriptiona high frequency job
ZMPages and interfaces
Develop together
New workspace in the original systemAI follow-up assistant→
  1. 01
    First look at what employees do every day

    Start with a task of repeatedly searching, sorting or typing.

  2. 02
    The page and interface are completed by the same team

    It’s not about finishing the interface and leaving the access issues to another company.

  3. 03
    Deliver a function that can actually be used first

    First use a test account to run through a complete job, and then add other functions.

See Pricing & Delivery

Can be sent directly

Tell Us Your System and Most Time-consuming Task.

If you have interface documents or test environments, you can also send them together. We will reply to you what we will do in the first phase, how long it will take, and how much we will quote.
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