BEISI FOREIGN TRADE ERP

Customer Profile CRM

360° customer profiles and full-lifecycle engagement. As one of the core functional modules of 贝思 Software, it turns scattered operations into manageable, traceable data assets.

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Customer CRM Customer Management New Customer + Customer Country Tier Last Follow-up Opportunity Stage Global Trade Inc USA ★★★★☆ 2026-06-10 $128,600 Negotiating Hamburg Handel GmbH Germany ★★★★★ 2026-06-09 $246,000 Closed Tokyo Trading Co. Japan ★★★☆☆ 2026-06-08 $86,400 Quoted Seoul Imex Ltd Korea ★★★★☆ 2026-06-07 $52,800 Initial Contact Sydney Imports Pty Australia ★★★☆☆ 2026-06-05 $94,200 Negotiating Dubai Gulf Trading UAE ★★★★☆ 2026-06-03 $173,500 Closed 248 records ‹ 1 2 3

KEY FEATURES

Key Features

Multi-dimensional customer tagging and tiering Multi-dimensional customer tagging and tiering, tailored to Beisi Foreign Trade ERP business scenarios.
Follow-up logs and opportunity funnel Follow-up logs and opportunity funnel, tailored to Beisi Foreign Trade ERP business scenarios.
Contacts and decision-chain mapping Contacts and decision-chain mapping, tailored to Beisi Foreign Trade ERP business scenarios.
Public-pool leads and assignment rules Public-pool leads and assignment rules, tailored to Beisi Foreign Trade ERP business scenarios.

HIGHLIGHTS

Highlights

Smart dedup

auto-detect duplicate by email/domain/company.

Pool recycling

idle leads auto-return to public pool.

WHERE IT FITS

Where It Fits in the Workflow

Customer Profile CRM sits within the workflow of 贝思 Software.

Inquiry Intake
Customer Onboarding
Quotation
Contract
Procurement
Production Stocking
Shipment
Documentation
Settlement
Profit Closing

See how Customer Profile CRM fits into the full 贝思 Software workflow

Book a demo and our consultants will walk you through Customer Profile CRM in your own business scenario.

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