My CRM
A CRM Built for Sales Teams
Simplify customer management and automate follow-ups — win more deals with a CRM designed for sales.
Use Cases
Built for the Daily Work of Sales
Customer data is scattered across email, LINE, and Excel, so anyone picking up a case can't quickly see the full record.
My CRM consolidates customer data, contact history, contracts, and notes — so reps understand the customer before every touch.
Marketing brings in plenty of leads, but without follow-up many prospects never convert.
My CRM manages opportunity stages and follow-up records, so every opportunity has trackable progress.
Managers wait for manual reports and can't see progress or performance in real time, slowing decisions.
My CRM surfaces key operating metrics on a live dashboard, so you always know where the business stands.
Without real-time monitoring, declines and anomalies are caught too late, and the window to adjust is missed.
My CRM continuously tracks sales-data changes to flag issues early and adjust strategy.
Reps make many visits, but managers struggle to tell which deals truly have closing potential.
My CRM provides performance and customer-value analysis to focus on high-conversion opportunities.
Reps know they should follow up, but lack strategy and direction — hurting close rates and quality.
My CRM AI offers recommendations and communication strategies from customer data, making every interaction sharper.
Features
Everything You Need, in One Place
Customer 360
Centralize customer info and interactions — see the full relationship on one page.
Opportunity Tracking
Manage the full journey from lead to close — never drop a deal.
Operations Overview
Know overall performance and sales status in real time to speed up decisions.
Data Monitoring
Visualize key-metric changes to spot sales trends and anomalies.
Performance Analytics
Analyze rep performance with data to pinpoint high-value customers and opportunities.
AI Assist
AI delivers customer insights and action recommendations to lift win rate.
Plans & Pricing
Choose the Plan That Fits
Three modules that scale as your sales team grows.
Basic
NT$7,080
Just NT$400 more to upgrade to Opportunity
SubscribeAI
NT$17,880
Full features · includes AI sales analysis
Subscribe版本功能比較
| Feature | BasicNT$590 / /mo | OpportunityNT$990 / /mo | AINT$1,490 / /mo |
|---|---|---|---|
| 客戶管理 | 有批次上傳功能 | 有批次上傳功能 | 有批次上傳功能 |
| 聯絡人管理 | 有批次上傳功能 | 有批次上傳功能 | 有批次上傳+AI辨識功能 |
| 聯絡人群組 | |||
| 行銷管理 | |||
| 商機管理 | |||
| 報價管理 | |||
| 拜訪行程 | 有 AI 辨識功能 | ||
| 待辦事項 | |||
| 行事曆 | |||
| 業績目標設定 | |||
| 產品相關設定 | |||
| 報表管理 | |||
| Dashboard | |||
| AI智能業務顧問 |
Pay annually up front — 12 months' fee for 13 months of full service!
加購專屬一對一線上導入教學，顧問全程協助設定，讓您立即熟悉系統、輕鬆上手！
My CRM AI Points
AI points are an add-on to the AI plan — subscribe to the AI plan first, then top up in your account.
- Points
- Price
- 300 pts
- NT$300
- 600 pts
- NT$500
- 900 pts
- NT$700
FAQ
Common Questions
Is My CRM available now?
Yes, it is live. You can choose a plan and subscribe right away, or book a one-on-one demo first.
Can I see it in action before subscribing?
Book a one-on-one demo. We'll walk through the core features, learn how your team works, and explain which plan fits.
Will my client data be secure?
Data protection is a core design principle of My CRM. Client data will be encrypted and handled in strict compliance with privacy regulations.
Can I migrate data from my current tools?
At launch we'll support imports from Excel and common tools — we'll cover the details in your demo.
Get Early Access to My CRM
Book a demo — we'll walk you through the core features, learn your needs, and notify you first at launch.
Book a Demo