熟客簿：銷售顧問的 CRM 客戶管家

Customer Relationship Management is a personal CRM customer management app designed specifically for frontline sales staff and sales consultants. No need to learn complicated systems; after meeting a customer, speak for 30 seconds, and the app automatically organizes the customer's preferences, budget, and desired items. It reminds you of birthdays and follow-up appointments; and immediately notifies you who to notify when new products arrive. Customer data belongs to you and can be taken with you when you leave or change jobs.

Still using Excel, notebooks, or LINE notes to record customers? Losing track of customers when there are many, forgetting what you discussed last time, and procrastinating on follow-ups with those you should? Whether it's customer management, customer lists, or cultivating relationships, Customer Relationship Management makes it as simple as sending a message.

【Voice Recording: Record in 30 Seconds】 After meeting a customer, simply press and hold to say, "Ms. Lin likes emeralds, her budget is 600,000, and her daughter is getting married in December." AI automatically breaks it down into preferences, budget, wish list, and follow-up reminders, adding it to the customer's file—no typing required.

[LINE Quick Notes: Record Everything with a LINE Message] Too lazy to open the app? Join the LINE Official Customer Book account and send voice messages or type on your way home from work. AI will organize it into confirmation cards, which can be added to the customer's file with a single tap.

[Smart Reminders: Never Miss Important Dates] Birthdays, anniversaries, follow-up visits, skincare product expiration dates, and price quotes will all be automatically reminded. Customers you haven't contacted in a while will be added to "Need to Follow Up," allowing you to quickly view a month's worth of reminders, birthdays, and sales in your calendar. When a reminder pops up, you can also generate a thoughtful greeting message with a single tap.

[Product Finds People: Instantly Notify Who When New Stock Arrives] When new products arrive in store, simply take a photo or select an item. The Customer Book will analyze your wishlist, purchase history, prices, and preferences to find potential buyers who are currently looking for the product, are likely to repurchase, or whose preferences match yours, providing details on the fit and reasons. No more tedious searching through lists.

[Complete Customer Profiles] View a customer's profile picture, preferences, wish list, interaction history, purchase history, and pricing information on a single page. Customer tiers (VVIP, VIP, potential customers) are clearly displayed, suitable for both customer management and membership operations. Supports multiple messaging apps including LINE, WeChat, and WhatsApp.

[LINE Official Account Integration] Have an official LINE account? After connecting to your customer book, messages from customers are automatically added to their profiles, and AI helps you identify key information in the messages.

[Performance Management] Monthly goals, progress tracking, sales records, performance categorized by type, and pricing tracking—all the essential business and sales management features are included.

[Industry Templates] Dedicated templates are available for jewelry, watches, luxury goods, apparel, automobiles, real estate, and business development (BD). Simply select your industry, and tags, reminder types, and AI tone are ready—fully customizable.

[Privacy and Security] Data is encrypted and stored, with the option to enable biometric authentication. Customer data belongs to you, not the company's system.

Suitable for jewelry, luxury goods, and luxury watch sales staff, as well as insurance agents, real estate agents, car sales consultants, and all sales personnel who rely on building relationships with existing customers. Business development (BD) professionals or those who need to cultivate networks can also use it to record the background and interactions of each contact and partner, managing their networks effectively. Lighter and easier to use than typical CRMs, it's your pocket-sized customer management assistant.

Free 14-day trial, no credit card required.