01
Who to talk to today
Xu Li has 2 sessions left and last came in 40 days ago. Feng Ruoxi has a birthday. Chen Jing bought once in March and nobody has spoken to her since. Six people, each with the reason. That is the morning screen.
WonderlandCRM — a simple CRM
The other 270 sit in your chat list. Who bought what last month, whose card is nearly used up, who has not heard from you since spring — none of that comes back to you on its own. This tells you who to talk to today, with the reason next to the name.
Wonderland CRM
dashboard
312
contacts
1,846
notes
18
tasks
Who to talk to today
Recent activity
01
Xu Li has 2 sessions left and last came in 40 days ago. Feng Ruoxi has a birthday. Chen Jing bought once in March and nobody has spoken to her since. Six people, each with the reason. That is the morning screen.
02
Open a customer and there is one page: phone, WeChat, what they bought and when, and every conversation from the first one down. Five seconds before you call and you know where you left off.
03
A clinic says patient, course, follow-up visit. A gym says member, class, renewal. Set the four words once and the lists, the buttons and the daily reminder all follow.
It is early. The people building it run their own shop on it every day.