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Your customers are already on LINE. Your deals belong there too.
Customer management built for B2B sales teams. Companies, contacts, customer LINE groups, deals and every visit, all on the same member record.
B2B deals already happen on LINE.
Quotes, samples, lead times: customers ask about all of it on LINE. The trouble is, those conversations and that progress never stay with the company.
Chats live on personal phones
Customers sit in each rep’s own LINE. When a rep leaves, the conversations and relationships leave too.
Progress lives in spreadsheets
Updates get filled in right before the weekly meeting. Who’s working which account, and where it’s stuck? Nobody can say for sure.
Marketing and sales keep separate notes
Which broadcasts a customer clicked, which forms they filled in: sales has no idea before the visit.
Marketing brings them in. Sales picks them up.
People who scanned your QR code at a trade show, or filled in a form after browsing your e-catalog, are already members in Social CRM. Sales Center places them under a company and attaches a deal, so sales follow-up picks up right where marketing left off.
Chats, tags, forms, visits, deals: one record per person. Reps come and go; the customer stays with the company.
One customer, one page.
Every customer company gets its own page: contacts, LINE groups, deals, visit logs and notes, each one tab away. Glance at it before a visit and you have the full story.
Your contacts are your members.
No separate address book to build. The customer’s point of contact who added you on LINE is already a Social CRM member. Assign them to their company, add a job title, and they’re a sales contact.
Their tags, form submissions and service chats are all still there. Open their member profile to see their company, related deals and every visit.
Customer group chats connect to the deal too.
B2B deals are often worked out by a whole team in a group chat. Invite your LINE Official Account into the group, link the group to a company, then attach it to deals and activities.
See where every deal stands. Drag to update.
Each deal records the amount, expected close date and owner, and links to a company, primary contact and groups. The board has a column for each stage. When a deal moves, drag its card to the next column.
A pipeline that fits how you sell.
Four default stages: Discovery & evaluation, Solution design, Proposal review and Contract. Rename, reorder and recolor them, and set each stage’s win rate to match how your team works.
Numbers you can see, and trust.
The board totals every stage and weights it by win rate, so you know what’s realistically coming in this quarter. Deals past their expected close date stand out at a glance.
Every visit stays on the customer record.
Visits, calls, meetings, emails: log the time and key points, then link the company, contacts, group and deal involved, plus the colleagues who came along.
Open any company, deal, contact or group to see its activities in date order, with past and upcoming kept apart. When an account changes hands, one page tells the whole story.
Toured the line and confirmed scope
They’d like a two-phase rollout
Samples ship Wednesday
Spec check ahead of the quote
Managers see the big picture. Reps focus on their own accounts.
Sales managers see every deal across the team and stay on top of progress. Each rep focuses on the accounts they own.
Every change is on record.
A deal moves stage, a close date slips, an owner changes: every edit records who made it, when, and what it changed from and to.
One platform. Marketing, service and sales pass the baton.
Marketing finds interested prospects with broadcasts and forms, support answers questions in Service Center, and sales closes deals in Sales Center. All three teams work from the same member data.
Start your AI transformation today.
