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MyCRM

A CRM Built for Sales Teams

MyCRM brings the client details, visit notes and to-dos scattered across email, LINE and Excel into one place, forecasts your sales and commission, and uses AI to help write your sales reports.
Subscribe | from NT$199 a monthBook a one-on-one demo
  • Live now
  • Encrypted data storage
The MyCRM dashboard, showing goal attainment, sales funnel and key account contribution

Who is MyCRM for?

  • Salespeople

    Take your daily work digital

  • Top performers

    Hit your targets with a system, not luck

  • Sales managers

    See team results and forecasts

  • Anyone who writes sales reports

    Let AI help draft the content

Use Cases

Built for the Daily Work of Sales

0:48

Customer data is scattered across email, LINE and Excel, so when a salesperson takes over an account or follows up a case, the full history is hard to find.

MyCRM brings customer details, contact history, contracts and notes together, so you know the whole customer before you reach out.

Marketing brings in plenty of leads, but with no follow-up mechanism, prospects never convert.

MyCRM tracks opportunity stages and follow-ups clearly, so every opportunity has visible progress.

Managers wait for reports to be compiled by hand and cannot see sales progress and overall performance in real time, slowing decisions.

MyCRM shows key operating numbers on a live dashboard, so you always know where the business stands.

Without real-time data monitoring, dips and anomalies in sales are spotted late and the chance to adjust is missed.

MyCRM keeps tracking changes in sales data, flagging problems early so you can adjust strategy in time.

Sales activity is high, but managers cannot tell which deals really have potential to close, so resources are hard to allocate.

MyCRM analyzes performance and customer value, helping you focus on the opportunities most likely to convert.

Salespeople know they need to follow up, but lack a strategy and a direction for the conversation, which hurts close rates and the quality of each interaction.

MyCRM AI suggests next steps and communication strategies based on customer data, making every interaction more precise and effective.

Features

What can MyCRM do for you?

  • 01

    Client overview

    Client details, contact history, contracts and notes in one place, with AI business card scanning.

  • 02

    Deal tracking

    Create and manage deals, with visit notes and quotes at hand.

  • 03

    Performance overview

    Monthly, quarterly and yearly sales dashboards that show attainment at a glance.

  • 04

    Monitoring

    Sales attainment forecasts and commission calculation.

  • 05

    Performance analysis

    AI reviews the records in your database and suggests improvement actions.

  • 06

    Smart assist

    AI suggestions on sales strategy, close rates and skill building.

Plans & Pricing

Choose your plan

Three modules that scale as your sales team grows.

Basic

NT$199month
Billed annually

NT$2,388

Just NT$400 more to upgrade to Pipeline

Subscribe

Pipeline

NT$490month
Billed annually

NT$5,880

Add NT$500 to upgrade to AI

Subscribe

AI

NT$890month
Billed annually

NT$10,680

Full feature set, including AI sales analytics

Subscribe

Compare features

Swipe to compare →

FeatureBasicNT$199 / monthRecommendedPipelineNT$490 / monthAINT$890 / month
Clients and daily workCompany and contact records
AI business card scanning
Calendar, to-dos and reminders
Deals and salesDeal management and visit notes
Sales dashboard and forecast
Commission calculation and forecast
Contract expiry reminders
AI featuresAI data analysis, summaries and sales reports
AI improvement plans and sales strategy
AI tips on close rates and personal skills
Add-ons
  • One-on-one online onboarding
  • AI conversation credits: 50 for NT$300, 100 for NT$600, 200 for NT$900 (AI plan only)
Buy in your account

Why can you trust it?

  • Encrypted data storage

    Handled under personal data protection rules

FAQ

Is MyCRM available now?

Yes, it is live. You can subscribe to a plan directly, or book a one-on-one demo first and have a consultant walk you through it.

Can I see it in action before subscribing?

Yes, book a one-on-one demo. We will show the core features, learn about your workflow, and explain which plan fits best.

Will my customer data be safe?

Data protection is a core design principle of MyCRM. Customer data is stored encrypted and handled in strict compliance with personal data protection rules.

Can I bring data over from the tools I use now?

Import from Excel and common tools is supported at launch. We will go through the details in the demo.

What if my whole sales team wants to use it?

MyCRM is for individuals, and a company version is in development. To see team sales and marketing results, take a look at EnGauge.

Encrypted data, strict privacy compliance

Further reading

Start using MyCRM today

From NT$199 a month, or book a one-on-one demo first.

SubscribeBook a demo