Digital Trade Finance "Zhike" CRM system was officially deployed and launched!

2025-10-16

The intelligent Customer relationship management system specially created by Shimaorong for cross-border trade enterprises - "Zhike" CRM system was officially deployed. The system can efficiently manage customer resources, optimize sales processes, improve service quality and decision-making capabilities, marking an important step for Shimaorong in the field of cross-border trade digital services.


"Zhike" empowers cross-border trade digitalization

One-stop customer management, helping the whole sales process

"Zhike" CRM system integrates lead management, customer management, order management, contract management, payment management, contact management and other core functional modules, covering the whole business process from lead acquisition to order transaction and payment tracking. The system supports functions such as unified management of multi-channel leads, intelligent circulation of customer high seas resources, tracking of the whole life cycle of orders, and automated reminders of contracts and payment plans, which can build a complete customer view and improve sales efficiency and customer satisfaction.

Intelligent to-do and message reminders to improve business response speed

The homepage of the system has smart dashboards such as data overview, to-do tasks, message notifications, and monthly charts, which display key business indicators and pending items in real time. Through the to-do task center, users can quickly handle tasks such as order approval, customer follow-up, and payment reminder to ensure that business flow is not delayed. The message notification function supports in-app message and announcement push to help employees keep abreast of business dynamics and company notifications in a timely manner.

multi-dimensional rights management to ensure data security and collaboration

"Zhike" CRM system supports flexible role and permission configuration, and can set data viewing scope and operation rights according to the position. System admin can refine the control of system access rights of different departments and positions through organizational structure, role management, user management and other functions, which not only ensures data security, but also promotes cross-departmental collaboration.

Cross-border trade features, suitable for actual business scenarios

"Zhike" CRM system optimizes business processes for cross-border trade business scenarios, and sets key nodes such as customs declaration, shipping, and customs clearance to help employees grasp order dynamics in real time. At the same time, the system provides functions such as multi-currency order and refund management, export tax refund status tracking, customs declaration and inspection materials generation, trade terms and port configuration, etc., to support enterprises to achieve standardization and visual management in the complex international trade environment.

"Zhike" CRM system is a new milestone in the digitalization of cross-border trade. We promise to continue to polish our products and services, and empower global trading enterprises to win the future through smarter tools and more efficient collaboration.


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