PRODUCT / CONTEXT INTO ACTION
Ask the AI assistant about your business and clarify next steps across leads, customers, and opportunities. Explore the actual interface behind everyday sales work.
Open the product tour
Product highlights
Bring lead acquisition, customer conversations and sales reporting into one CRM, connecting information to the next action.
Start with consultation, product or event templates. Reorder blocks, configure intake fields and preview mobile layouts before publishing. Enquiries enter CRM with follow-up records and UTM sources.
Autosave, undo, redo and version recovery are implemented. Republish to update live content. Intake has passed isolated end-to-end validation.
Connect Meta, Google Ads and TikTok account authorization, ad leads, customer conversion and won-deal events to feed sales outcomes back into advertising.
Code and isolated validation are complete; live ad-account validation is pending. Landing pages send events only with voluntary measurement consent and a valid click identifier.
Link a WeCom customer chat to a CRM lead or customer. View profiles and opportunities, record follow-ups, schedule tasks and send enabled scripts or link assets.
The customer one-to-one sidebar is implemented. Real enterprise authorization and desktop/mobile validation are pending.
Send a task from CRM and confirm it on an Android phone signed in to the same account to call using its SIM. Sync outcomes and notes, retaining results offline until connectivity returns.
Import system or manufacturer recordings; SIM audio is not captured automatically. Android device validation is pending. iOS does not currently execute SIM tasks.
Explore reports for sales development, conversion, results, customer assets, appointments and marketing calls, alongside campaign ROI and record-level details.
Reports use defined business topics with documented metrics. Custom report building and A/B experiments are not yet available.
CRM and the Android calling app support Chinese, English, Spanish and Brazilian Portuguese. Tenant dictionaries manage translations for stages, tags, sources and follow-up phrases.
Dictionaries support drafts, review, publishing and rollback while preserving stable codes and historical records. Machine translation requires a configured service.
BUILT AROUND THE WORK YOU DO
Turn information into action. Give every role a better way to work.
Customers, contacts, deals, and activity history in one place. Get the full picture before following up.
YoguCRMOrganize work around owners, teams, and access scopes. Make responsibilities and boundaries clear.
Explore sales activity and results across your team. Follow the detail to understand your opportunities.
AI sales collaboration
Connect conversation notes, customer context, action suggestions and opportunity forecasts to everyday sales work, helping your team find the next step.
Extract summaries, facts and proposed tasks from conversation text or call transcripts, with source excerpts. Salespeople review drafts before saving follow-ups, creating tasks or updating next steps.
Summarize currently visible customer details and recent conversations, separating recorded facts from open questions. Regenerate when source information or permissions change.
Identify overdue tasks, inactive records and missing next steps. Suggest actions with source evidence and recheck permissions and business state before execution.
Use historical opportunities with time-based validation and probability calibration. Fall back to stage rules or historical baselines when data is insufficient to help teams understand pipeline progress and sales expectations.
Sales teams looking to organize leads, customers, and deals and collaborate around follow-ups. Workflows and deployment should be assessed for each team’s needs.
Explore the AI assistant’s business Q&A and home, the sales workspace, customers, and opportunities. Open customer details and enlarge each view. Screenshots use the actual CRM with isolated sample data; AI answers are illustrative and the tour does not execute business operations.
No. The demo uses fictional customers and sample data to explain the workflow. It does not represent customer endorsements, actual sales, or promised results.
Actual setup requires review of data structures, identity services, and team access. This portal does not access real CRM records or collect business data.
MAKE EVERY CONNECTION COUNT
Bring your sales workflow and explore the next step with a product advisor.
Book a 1:1 demoA conversation around your sales workflow