Local business system·Customer development and marketing

Workspace CRM

From customer discovery and data verification to multi-channel communication and continuous follow-up, overseas business work is centralized on one workbench, allowing customer information and communication records to continue to accumulate.

Consulting products ↗

Workspace CRM: Actual interface for overview and effect analysis — Overview and effect analysis · Chinese-language interface · Click to view larger image

PRODUCT OVERVIEW / Product Overview

Connect work around customers

Workspace CRM puts customer research, tiering, phone calls, emails, WhatsApp, marketing content and task management in one on-premises system. Customer profiles and channel activities are recorded around a unified profile. The current version is mainly used in business scenarios of overseas household supplies, cleaning tools and environmentally friendly cleaning products.

01 / Workspace CRM

Overview and task management

Understand the business progress from the overview, and then arrange the work that needs to be processed into a list.

Overview and Effect Analysis

View metrics such as accounts, pending emails, due follow-ups, replies and rejections, and understand email connection and channel status.

Work list and task breakdown

Record tasks, deadlines, notes and completion status; arrange priorities according to the four quadrants, and manage daily work through task breakdown, habits, calendar and search.

Workspace CRM: Worklist interface in action — Work List · Chinese-language interface · Click to view larger image

Workspace CRM: Task Breakdown Practical Interface — Task breakdown · Chinese-language interface · Click to view larger image

02 / Workspace CRM

Customer acquisition and lead research

Discover potential customers through multiple entrances and retain public evidence for verification by business personnel.

Customer search

Conduct research by country, product direction, customer type and volume; perform searches in API mode and save as pending tasks in Codex mode.

Environmentally Friendly Cleaning Customer Search

Find environmentally friendly product distributors, retailers, and sustainable e-commerce companies, and pay attention to publicly available evidence of products, operations, and contact information.

Browser acquisition

Research public web pages in a visible browser, support pause, manual takeover, continue and stop, do not send messages or submit forms in this step.

Add a single customer

Research a single subject based on company name, website, social media, email or customer description, check for duplication and access information and save it.

Workspace CRM: A hands-on interface for customer search — Customer Search · Chinese-language interface · Click to view larger image

Workspace CRM: A hands-on interface for eco-friendly cleaning customer searches — Environmentally Friendly Cleaning Customer Search · Chinese-language interface · Click to view larger image

Workspace CRM: the actual interface for browser customer acquisition — Browser acquisition · Chinese-language interface · Click to view larger image

Workspace CRM: Add a single customer actual interface — Add a single customer · Chinese-language interface · Click to view larger image

03 / Workspace CRM

Customer database and key customers

Unify customer files to record information, contact information and business activities.

customer database

Filter by country, industry, source, contact information, customer status, etc.; view public evidence, notes, follow-up arrangements and activity records, and support recycle bin recovery and Excel export.

high quality customers

Business personnel manually confirm key customers; retain the original phone calls, emails, WhatsApp status and activity timeline, and return to the general customer database.

Workspace CRM: customer database (customer details blurred) actual interface — Customer database (customer details have been blurred) · Chinese-language interface · Click to view larger image

Workspace CRM: high-quality customer database (customer details blurred) practical interface — High-quality customer database (customer details have been blurred) · Chinese-language interface · Click to view larger image

04 / Workspace CRM

Telemarketing and AI assistance

Screen customers in the phone workbench, and record calls and follow-up arrangements.

phone workbench

Filter by customer information, local time, call progress and follow-up status; register call results, summary and next follow-up date, and record recordings and customer activities.

AI phone assistant

Supports real-time transcription, translation, reply suggestions, voice utterance and post-call summary; real outbound calls require configuration of communication lines, calling numbers, public network audio portals and supplier permissions.

Workspace CRM: Telemarketing workbench (customer details blurred) actual interface — Telemarketing workbench (customer details have been blurred) · Chinese-language interface · Click to view larger image

Conditions of use

Call recording and AI transcription should comply with the notification, consent and data retention requirements of the customer's location. Actual calling capabilities depend on line and voice service configuration.

05 / Workspace CRM

Email marketing

View email drafts, due follow-ups and customer responses, and link communication records to customer files.

Drafts and auto-sends

Supports generating English development emails, viewing drafts, and revising them before sending; the current rules are that the first email is limited to a maximum of 5 emails per day, and the due follow-up emails are maximum 10 emails per day, with an interval of at least 5 minutes.

Reply and manual processing

After receiving a true reply, the customer's automatic follow-up will be suspended; AI can provide suggestions, and the formal reply will be processed by business personnel based on the original text and authority. Supports configuring SMTP and IMAP for Zoho and Gmail.

Workspace CRM: actual interface for email drafting and automatic sending — Email drafts and automatic sending · Chinese-language interface · Click to view larger image

Workspace CRM: actual interface for email customer replies — Email customer reply · Chinese-language interface · Click to view larger image

06 / Workspace CRM

WhatsApp Marketing

Share data with customer profiles to record send, reply and follow-up status separately on WhatsApp channels.

Number verification

Complete the international dialing code according to the country and check the E.164 format; a valid format does not mean that the number has been registered with WhatsApp. Channel verification requires evidence of actual delivery, read or reply.

Development, follow-up and response

Manage initial development and expiration follow-up; generate follow-up plans based on days 3, 7, and 14 after the first delivery. After registering the reply, the customer’s WhatsApp follow-up will be paused without changing the email channel.

Workspace CRM: WhatsApp Number Verification Practical Interface — WhatsApp number verification · Chinese-language interface · Click to view larger image

Workspace CRM: A practical interface for WhatsApp development — WhatsApp Development · Chinese-language interface · Click to view larger image

Access conditions

The actual sent and delivered, read, and reply events depend on the Meta Cloud API and the corresponding external callback configuration.

07 / Workspace CRM

Short video editing and marketing copywriting

Generate content based on original product videos, target platforms, and confirmed product information.

local video clip

Common video formats are supported. After selecting the target platform, duration and style, select the segment locally and crop it to the corresponding frame; the maximum size of a single file is 500MB.

Copywriting and lens suggestions

Input real selling points and target audiences, and generate titles, openings, oral announcements, release copy, tags and shot suggestions. When the model call fails, local editing can still continue and provide backup English copy.

Workspace CRM: practical interface for short video clips and marketing copywriting — Short video clips and marketing copywriting · Chinese-language interface · Click to view larger image

Data processing

The video is processed natively; when generating copy, the model service receives the required product text information. The output content needs to be reviewed by business personnel.

08 / Workspace CRM

Operational management, reporting and usage boundaries

Manage business processes with deny lists, action records, and system status.

Refuse contact and operation records

Stop follow-up contact with customers who explicitly refuse or unsubscribe; retain communication reasons and key operation records to support recycle bin recovery.

Report Center and System Status

View and download search reports, check email, WhatsApp, automation, external callbacks and related service configurations.

local data

Customer information, recordings, reports, channel status and task records are mainly saved locally. API keys and account passwords should be kept securely.

Manual verification and external services

Only use public business information and unverified fields should be left blank or pending confirmation. Search, phone, email, WhatsApp and AI capabilities depend on corresponding services and permission configurations.

Workspace CRM: Denied Contact List (Customer Information Obfuscated) Actual Interface — Denied Contact List (Customer Information Obfuscated) · Chinese-language interface · Click to view larger image

Workspace CRM: Report Center in action — Report Center · Chinese-language interface · Click to view larger image

09 / Daily work flow

From customer discovery to follow-up

Discover and verify

Set your target market and customer types, search for leads and check public profiles and contact details.

Organize customers

Check for duplicates and customer data, and manually identify customers worthy of focused follow-up.

Contact and Records

Choose appropriate channels for communication and record results, notes and next actions.

Handle responses and reviews

Work on real responses and due tasks, review reports and update customer status.

CONTACT / Contact me

Want to know about workbench CRM?

Contact Shawn via WeChat or WhatsApp to chat about your business processes and needs.

Product screenshots show the Chinese-language software interface.