A customer engagement agent for the AI era
Know every customer—
and what’s next.
CLM brings customer context into one clear view, highlights risk signals, and recommends what to do next.
Turn customer signals into action
CLM brings customer activity into one view, shows how opportunities are progressing, highlights risk signals, and recommends next steps.
Customer context
Bring profiles, conversations, meeting notes, and external signals into one view.
AI insights
See how each opportunity is progressing and where risk signals are emerging.
Next actions
Turn insights into recommended next steps, tasks, reminders, and coordinated follow-up.
Qiqi Zhike Mini Program
Customer context, always in sync
Customers, opportunities and follow-ups entered on desktop stay in sync with the mobile mini program. Review context and capture updates during a visit or on the go—customer engagement is no longer tied to a desk.
Try it nowThe real cost of customer relationships? What falls through the cracks.
Leads, messages, notes, and quotes live in different tools. Reps manage customers from memory — and the deals that slip away are usually the ones you were going to win.
Customer context
Spread across WeChat, Excel, and meeting notes — context goes stale in days
Deal judgment
Calls are made on instinct; risks show up too late
Next actions
Follow-ups get buried; key moments are missed
Management view
You see outcomes, not the journey; problems arrive as surprises
Customer context
Every touchpoint flows in automatically. The full story stays fresh.
Deal judgment
AI surfaces progress and risk signals, so every call has context
Next actions
Next steps, tasks, and reminders appear when they matter
Management view
Pipeline health is visible early; gaps and risks are caught before they cost you
Choose the right plan for your team
Choose the capacity, automation, and support that fit how your team works.
- Up to 3 users
- 10,000 total records
- Personal credits: 100; workspace credits: 200
- Up to 5 active automations
- 1 GB file and attachment storage
- Seats purchased as needed, up to 20 users
- 250,000 total records
- Personal credits: 500; workspace credits: 1,500
- Up to 30 active automations
- 10 GB + 2 GB per seat for files and attachments
- Standard API, MCP and integration capabilities
- Seats purchased as needed
- Unlimited records
- Custom personal credits, workspace credits and automations
- Custom file and attachment storage
- Custom integrations and dedicated quotas
- Custom objects
AI value for every role
One shared customer truth, applied differently for each role.
- Prepare for sales calls faster
- Keep account context up to date
- Know the next best action
- See pipeline health clearly
- Improve forecast confidence
- Flag stalled and at-risk deals early
- Improve pipeline visibility across teams
- Spot coverage gaps and revenue risk earlier
- Manage sales execution, not just outcomes
Turn customer context into sales action
Identify risk signals, prioritize follow-ups,
and keep opportunities moving with CLM.