Five-Layer Architecture for Complete Growth

From customer asset management to intelligent operations, an all-in-one solution for trade growth

Customer Asset Management

Turn customers and leads into manageable business assets

Customer Profiles

Contacts, preferences, key events, and attachments all in one place

Tags & Segmentation

Industry/country/product/channel/intent tags, A/B/C/D tier classification

Lifecycle Tracking

New → Nurture → Close → Dormant reactivation, fully visualized

Customer assets are clearly manageable, stage progression is fully traceable

Customer Management

Multi-channel Communication & Task-based Outreach

Make outreach monitorable, traceable, and reviewable

WhatsApp Integration

Template library, number management, blocklist, unsubscribe rules all-in-one

Bulk Task Management

Task creation, customer grouping, sending windows & rate limiting

Receipt Tracking

Pending/delivered/read/failed status tracking, results sync to profiles

Outreach results are quantifiable, failures are traceable

Bulk Task

Smart Analytics & Action Recommendations

From experience-driven to data & model-driven

Customer Profile Summary

Summary, key points, risk alerts, and recommended actions

Scoring Models

Credit rating, risk level, deal probability, churn warning

Daily Tips

Daily action list: who to contact, what to say, what to watch

Priorities are clear, next steps are data-backed

AI Analytics

Social Media & Website Entry, Lead Capture

Unify traffic and inquiries into customer pool

Social Account Management

Unified account matrix, multi-platform centralized management

Content Calendar

Theme planning, asset management, scheduling, publishing & engagement

Form Capture

Inquiry/quote request → Auto-create profile → Assign → Nurture

Lead sources are traceable, auto-enter nurturing workflow

Content Calendar

Notifications, Permissions, Performance, Compliance

Ensure deployable, collaborative, and auditable systems

Webhook Notifications

DingTalk/WeCom/Feishu/Generic JSON, real-time event push

Permission System

Role permissions + data permissions (ownership/visibility scope)

Compliance Mechanisms

Consent management, unsubscribe handling, operation audit trails

Collaboration is efficient, compliance is traceable

Permission Settings

Start Building Your Growth Loop

Experience Feilan Trade now, make trade growth traceable