MyCRM

Now AvailableA CRM Built for Sales Teams

Simplify customer management and automate follow-ups — win more deals with a CRM designed for sales.
The MyCRM dashboard, showing goal attainment, sales funnel and key account contribution

Use Cases

Use Cases

Built for the Daily Work of Sales

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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

Features

Everything You Need, in One Place

  • 01

    Customer 360

    Manage customer information and interaction history in one place, with the full relationship on a single page.

  • 02

    Opportunity Tracking

    Manage the whole journey from lead to close, and never miss a potential deal.

  • 03

    Business Overview

    See overall results and sales status in real time to speed up management decisions.

  • 04

    Data Monitoring

    Visualize changes in key indicators to catch sales trends and anomalies.

  • 05

    Performance Analytics

    Analyze sales performance with data and pinpoint high-value customers and opportunities.

  • 06

    AI Assist

    AI delivers customer insights and recommended actions to raise your close rate.

Plans & Pricing

Plans & Pricing

Choose the Plan That Fits

Three modules that scale as your sales team grows.

Basic

NT$590month
Billed annually

NT$7,080

Just NT$400 more to upgrade to Pipeline

Subscribe

Pipeline

NT$990month
Billed annually

NT$11,880

Add NT$500 to upgrade to AI

Subscribe

AI

NT$1,490month
Billed annually

NT$17,880

Full feature set, including AI sales analytics

Subscribe

Feature Comparison

Swipe to compare →

FeatureBasicNT$590 / monthPipelineNT$990 / monthAINT$1,490 / month
Company and contact records
Business card import (AI recognition)
Calendar
To-do list and reminders
Opportunity management
Sales performance dashboard
Sales target forecast
Commission calculation and forecast
Visit records
Contract expiry reminders
AI data analysis and summaries
AI-drafted sales reports
AI action plans to improve results
AI sales strategy suggestions
AI suggestions to raise close rates
AI personalized sales skill development

Add one-on-one online onboarding. A consultant guides you through the setup so you can start using the system right away.

MyCRM AI Conversations

AI conversations are an add-on to the AI plan — subscribe to the AI plan first, then buy them in your account.

Conversations
Price
50 conversations
NT$300
100 conversations
NT$600
200 conversations
NT$900
Buy conversations in your account

FAQ

FAQ

Common Questions

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.

Encrypted data, strict privacy compliance

Get Early Access to MyCRM

Book a demo — we'll walk you through the core features, learn your needs, and notify you first at launch.

Book a Demo