Shanghai Chengxuan IntelligentORPAON · DIGITAL WORKSPACE
EXAMPLE 05 / SALES & CRM

Customers stay on file,
and follow-up stops relying on memory

Bring customers, contacts and opportunities into one system: inquiries get assigned, follow-ups get reminders, stages move forward, and departures have handovers. Below you can filter demo opportunities by stage, search customers and view follow-up records.

View the Interface MockupGet a Deployment Plan
Customer & Sales Follow-upInterface mockup · test data only · not connected to real customer records
Orpaon Company Workbench / Customers & Sales
Sales · demo accountDEMO

Opportunities & Follow-ups

Inquiry to quote to closed deal advances by stage, with reminders for overdue follow-ups

New Inquiries This Month6

All registered

Owners assigned and next follow-ups scheduled

To Follow Up5

2 near due

Overdue reminders pushed to owners

Deals Closed This Month1 deal

Entered the payment milestone

Closed and archived, moved into delivery

Opportunity List

6 opportunities · demo data
Customer / OpportunityStageEst. ValueNext Follow-upOwnerActions
Wayline Precision Machinery · annual flange framework inquiryLead≈ RMB 80kNov 13Sales · Chen Xiao
Linktech Electronics (Suzhou) · connector test fixturesInitial Contact≈ RMB 150kNov 12Sales · Zhou Min
Handa Sheet Metal · CNC bending retrofitQuoting≈ RMB 420kNov 11Sales · Chen Xiao
Zhongcheng Pump · machined pump bodies, batch orderClosed Won≈ RMB 260kNov 30 · payment milestoneSales · Zhou Min
Bluegrid Food Equipment · hygienic fittings supplier onboardingLead≈ RMB 60kNov 14Sales · Wang Qiang
Taihe Auto Parts · welding fixtures, repeat batch orderQuoting≈ RMB 180kNov 15Sales · Zhou Min

Interface actions only display simulated results on this page; your customer records are never read, uploaded or modified.

BEFORE / AFTER

From “customers follow the person” to “tracked, inherited, handed over cleanly”

Before: customer records sat with individuals

  • Inquiries lived in personal WeChat and notebooks and were forgotten
  • Quote versions scattered across laptops, with numbers that didn't agree
  • Two people contacted the same customer, with conflicting quotes
  • After a salesperson left, customer history and correspondence broke off

After: customers, follow-ups and handovers follow rules

  • Inquiries registered centrally, with owners assigned automatically
  • Opportunities advance by stage, with reminders when the next follow-up falls due
  • Customers and contacts managed centrally, with team-tiered permissions
  • Offboarded accounts are revoked, follow-up records retained and handed over
DELIVERY BOUNDARY

What is included, and what must be assessed separately

The following is the recommended delivery structure; it does not mean every edition includes all features out of the box. Implementation follows the selected edition, extension licenses and technical agreement.

Can serve as baseline delivery scope

  • EspoCRM deployment, backup and baseline security settings
  • Customer, contact and opportunity fields and stage configuration
  • Cleansing and import of your existing Excel customer sheets
  • Sales team roles, assignment and viewing permissions
  • Training on follow-up flow, funnel and data export

Requires dedicated verification or additional setup

  • Quoting, sales orders and invoicing (paid extension or ERP coverage)
  • Advanced reports and workflow automation (paid extensions, verified item by item)
  • Integration with ERPNext, WeCom and email systems
  • Deduplication, merging and definition alignment of large legacy customer data
  • Compliance assessment for SMS, outbound calls and other outreach channels
ACCEPTANCE

Accept through four concrete actions

Import one real customer sheet

Verify field mapping, duplicate merging and post-import viewing permissions.

Close one inquiry loop

From assignment and follow-up through stage advances to closed-won or closed-lost archiving.

Verify that unauthorized access is blocked

Use a restricted account to confirm only authorized customers are visible.

Complete one handover drill

Revoke the account, export CSV, and check that customer and follow-up records are complete.

Start Sorting Out Your App Mix

Rich apps chosen on demand, one team owning the foundation

Generate a local list covering first-phase recommendations, expansion items, deferred purchases and cost breakdown.

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