Product Philosophy: "Folder as Software"
We don't build a traditional "CRM table system." Instead, we transform the concept of a "customer folder" into intelligent software. Each customer is a living folder that thinks, reminds, and helps you make better decisions.
Timeline = Backbone. Every interaction—calls, meetings, messages, notes—is automatically logged on a visual timeline. Your customer's journey is no longer scattered across memory, WeChat, and voice memos. It's all in one place, structured and searchable.
Key Features
Timeline-Based Tracking
Every customer interaction is automatically logged on a visual timeline, creating a complete history of your relationship
Voice-to-Text Notes
Automatic speech recognition (ASR) converts your calls and meetings into structured text notes, saving hours of manual data entry
AI Need Analysis
AI automatically extracts customer requirements, pain points, and hesitation factors from your conversations
Stage Management
Track each customer's journey through customizable stages from initial contact to deal closure
Smart Reminders
AI proactively identifies customers who need follow-up, haven't been contacted recently, or are stuck in a stage
Next-Step Recommendations
Get AI-powered suggestions on what action to take next with each customer based on conversation history
Why Consultants Love This CRM
Never forget to follow up with a customer again
Reduce manual note-taking time by 80%
Understand customer needs more deeply
Identify at-risk customers before they're lost
Get actionable recommendations for every customer
Manage hundreds of customers without overwhelm
Who Is This For?
Real Estate Consultants
Property sales, rental, and investment advisors managing long-cycle transactions with multiple touchpoints
Financial Advisors
Insurance agents, wealth planners, and financial consultants building long-term client relationships
Education & Immigration Consultants
Study abroad advisors, immigration consultants, and education counselors guiding clients through complex processes
B2C Consulting Services
Any consultant-based business with one-on-one, long-cycle, multi-touch customer relationships
AI-Powered Core Capabilities
Customer Folder System
Each customer is a living folder containing profile, timeline, voice notes, AI-generated insights, current stage, and action items
AI Conversation Summarizer
Automatically generates structured meeting notes, extracts key discussion points, and identifies customer concerns
AI Need Extractor
Analyzes conversations to identify true customer requirements, objections, and decision-making factors
AI CRM Scanner
Periodically scans your customer database to flag customers needing attention, stuck in stages, or at risk of churn
System Interface
Explore the key interfaces of ACRM System designed for intuitive customer relationship management
Client Folder Management
Comprehensive client profile with basic information, consulting context, goals, and risk preferences
AI-Powered Dashboard
Today's focus with priority tasks, portfolio health visualization, and pipeline momentum tracking
Client Timeline & AI Insights
Complete interaction history with AI-generated summaries, suggestions, and pending tasks
Schedule Management
Agenda view for managing client consultations and reviews with meeting details and formats
How It Works
Have a Conversation
Call or meet with your customer. The system can record and transcribe automatically (with permission).
AI Generates Notes
Speech recognition converts audio to text. AI then generates structured notes, extracts customer needs, and identifies concerns.
Timeline Updates Automatically
All information is logged on the customer's timeline. You see a complete history without manual data entry.
Get AI Recommendations
The system suggests next steps, reminds you of follow-ups, and alerts you to customers who need attention.
Request Product Information
Interested in learning more about our AI CRM system? Fill out the form below and our team will contact you within 1-2 business days to discuss your specific needs and provide a customized solution.