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tide CRM

Customer Relationship Management

From prospecting to contract delivery — the whole sales flow in one system

tide CRM is an integrated customer relationship management system for group enterprises. Six modules — customers, opportunities, contracts, targets, analytics and administration — work as one, with an AI sales assistant and DingTalk mobile access covering the whole journey from prospecting to performance analysis.

Full flowProspect to deliveryCustomer → opportunity → contract → handover
6Business modulesCustomer · opportunity · contract · target · data · admin
Two endsAnywhere accessPC and DingTalk mobile
AISales assistantKnowledge · talk tracks · data lookup
CORE CAPABILITIES

One sales chain, six connected modules

01

End-to-end customer management

Customers, contacts, competitors, visits and activity records live in one customer view; business-registration data is looked up and filled in automatically, and map prospecting targets leads by area and industry.

02

Opportunity control

Opportunities, requests, regional pools and line items move together — stage, win rate and score always visible, with duplicate-deal rules blocking clashes.

03

Full contract lifecycle

From tendering to contracts, line items, clause templates, service handover, filing and archive — signing through fulfilment in one system.

04

Targets and performance

Behavioural and revenue targets side by side, attainment calculated automatically, team and individual progress always to hand.

BUSINESS MODULES

Six modules across the whole customer journey

01

Customer management

Customers, map prospecting, contacts, competitors, visit records and activity records.

02

Opportunity management

Sales opportunities, opportunity requests, shared pools, line items and competitors.

03

Contract management

Tendering, contracts, line items, clause templates, service handover, filing and archive requests.

04

Campaigns

Market, conference and lead-capture campaigns with member management, landing pages, sign-in and posters.

05

Target management

Behavioural and revenue targets set and tracked by employee, customer, year and project.

06

Data analytics

Behavioural and revenue target analysis — target, actual and attainment shown by period.

MAIN FLOW

From prospecting to performance in one flow

01

Prospecting

Create records, auto-fill registration data, prospect on the map and log visits.

02

Opportunity

Advance opportunities by stage; requests, pools and line items stay in sync.

03

Contracting

Tendering, drafting and approval, line items and clauses.

04

Service handover

Handover forms carry delivery; service items and customer data stay aligned.

05

Performance

Attainment of behavioural and revenue targets, rolled into data reports.

ANALYTICS

Self-service analytics, data that speaks for itself

01

Self-service reports

Report names, covers and tags managed in-house, with sharing permissions for both models and data.

02

Custom views

Configure filters and data scope; views are searchable and saveable, with a personal workspace.

03

Attainment analysis

Behavioural and revenue target attainment calculated by period, target against actual.

04

One data standard

Unified standards for customer, opportunity, contract and performance data give decisions a single source of truth.

AI SALES ASSISTANT

An AI assistant that travels with every seller

01

Sales knowledge Q&A

Look up day-to-day sales knowledge any time, just by typing a question.

02

Talk tracks

Get targeted talking points for a specific customer and scenario.

03

CRM data lookup

Query CRM data directly instead of clicking through menus.

04

Type or speak

Ask by text or by voice, whichever suits the moment.

MOBILE

Mobile access, sellers online wherever they are

01

DingTalk sign-in

Integrated with DingTalk: user details map automatically to roles and accounts.

02

Approvals on the go

Pending, done and cc'd items in one list, with approve, return, reject and countersign.

03

Visit check-in

Log a visit from the phone with automatic coordinates; the watermark camera records company, time, place and person.

04

Notifications

Approval and business messages pushed to the phone, read and unread kept apart, details one tap away.

INTEGRATION

Fits the systems you already run

01

BI integration

Pull data by API, or embed dashboards by iframe — click a module to open the BI board.

02

Workflow engine

Opportunity and contract requests run through the workflow engine, with approvals, cc and reminders configured visually.

03

Organisation integration

Reuse existing permissions to pull department data and scope visibility by the org hierarchy.

04

Data connection and migration

API connections for lead pools and account sets, with historical data and approval flows migrated across.

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One repository for video, audio, text, images and specialist data, with transcoding, editing, watermarking, subtitles and multi-channel output.

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Visually schedule TV, online and ad-hoc live channels, with multiple stream formats in and out for web, IPTV and mobile.

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Build media apps with low-code and ship to multiple platforms quickly, with live, on-demand, news, UGC and interactive features.

LIVE & VIDEO

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Cloud live streaming, on-demand, paid content and interaction for major events and corporate training, with no infrastructure to run.

APP BUILDING

tide JuDA

Low-code app builder

Drag-and-drop interfaces and workflows so managers, developers and business staff can build business apps quickly, with data shared across systems.

USERS & DATA

tide UIC

User interaction center

Unified sign-in and user management, interactions pooled from WeChat and Weibo, plus voting, comments, favorites and cross-screen features.

USERS & DATA

tide DAM

User analytics

Tracks user behavior across websites, video, apps and WeChat, supporting user profiles, personalized recommendations and targeted outreach.

USERS & DATA

tide Cloud RC

Cloud content collection

Collects third-party articles, video and specialist data by rule, maps it into your repository, and monitors every collection job.

PLATFORM ADMIN

tide PMC

Platform management center

One entry point for users and permissions across business systems, with full logging, health monitoring, security and unified upgrades.

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