Are you facing these challenges?

  • Difficult to Track Opportunities

    Customer information is scattered, making it hard to systematically manage potential clients.

  • Customer Relationship Maintenance is Challenging

    Manually recording customer data leads to missed follow-up opportunities.

  • High Policy Renewal Drop-off Rate

    Lack of automated reminders results in customers forgetting to renew policies.

  • Inefficient Communication

    Multiple channels (LINE, phone, email) require back-and-forth confirmations with no integration.

Asbie has the perfect solutions to elevate your business performance

Customer List Organization - Efficiently Target the Right Clients

Precisely categorize customers, improve work efficiency, and identify the best opportunities for conversion!
  • Tag Management: Customize customer tags (e.g., High Potential, Recently Interested, Closed Deals)
  • Quick Filtering: Filter customers based on tags, deal status, and product interests
  • Automated Segmentation: Automatically group customers based on interactions and purchasing behavior

Opportunity Management - Gain Full Control Over the Sales Process

Ensure every customer moves smoothly from 'Potential Opportunity' to 'Closed Deal' with a clear sales workflow, leaving no opportunity behind!
📍 Standard Sales Stages:
Potential Opportunity 👉 Initial Contact 👉 Needs Assessment 👉 Follow-up 👉 Proposal/Quotation 👉 Negotiation/Proposal Revision 👉 Closed Deal

Activity Tracking - Quantify Your Sales Performance

Success in sales comes from proactive action! Track each sales rep's activities through the system to boost performance!
📍 Trackable Activities:
Cold Calls, In-person Meetings, Sales Presentations, Policy Delivery, Referral Meetings, CI Meetings / Referral Requests

Schedule Management - Efficiently Plan Client Visits

Keep your daily schedule well-organized to ensure you never miss an important business opportunity!
  • Automated Scheduling Reminders: The system reminds you to visit or contact clients based on your follow-up plan
  • Multiple Calendar Sync: Supports integration with Google Calendar and Outlook Calendar
  • Visualized Timetable: Easily view daily meetings and client visits at a glance

Comprehensive CRM & Sales Management Solution

Start building your personalized experience today
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