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Sales Assistant
Move customer work forward efficiently.For frontline customer work: automatically interpret CRM information and execute sales work, with 24/7 coaching, holographic dashboards, and guidance on risks, to-dos and next-best actions.
Three assistants for selling, sales management and sales operations share business context so every role can move real work forward.
Sales Assistant moves customer work forward efficiently.
Sales Management Assistant makes team management effortless and controlled.
Sales Operations Assistant continuously evolves the operating foundation.
From frontline customer work to team management and operational governance, three assistants share one business context and work where each role needs them.
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For frontline customer work: automatically interpret CRM information and execute sales work, with 24/7 coaching, holographic dashboards, and guidance on risks, to-dos and next-best actions.
The Sales Assistant connects CRM data, identifies risk and proposes next actions.
The Sales Management Assistant turns meeting decisions into trackable team directives and to-dos.
The Sales Operations Assistant updates business rules, knowledge and dashboard metrics.
The opportunity stage is updated and tomorrow's actions are recommended.
The Sales Assistant advances customer and opportunity work; the Sales Management Assistant connects goals, strategy and team actions; the Sales Operations Assistant maintains the rules, knowledge and data foundation.
See how Zhixiang Sales worksCRM, performance analysis and next actions
Team data, strategy and trackable directives
Configuration, knowledge and office AI connections
One shared business context connects seller execution, management coordination and operational governance—linking individual action, team management and organizational decisions.
Bring CRM core data, personal performance analysis and an action center into one workflow so every account and opportunity has a clear next step.
Connect team data, customer segmentation and sales strategy within the authorized scope, then turn meeting decisions into assigned, trackable and reviewable directives.
Maintain business configuration, CRM history, enterprise knowledge and office AI connections so the organization's processes, rules and sales knowledge remain ready and improve continuously.
Covers customer insight, meetings, opportunity progression, objection handling, solution value, negotiation and win reviews—proactively applied by AI at the moment of need.
It goes beyond recording outcomes—distilling reusable knowledge from real sales activity and won deals, then automatically generating tailored strategies for new opportunities.
From visits, conversations, objections and next steps, AICRM identifies the activities that actually moved the deal and turns them into a reusable progression playbook.
AICRM extracts the business value, differentiators and best-fit scenarios the customer accepted, then feeds them back into future selling.
Using the customer profile, current deal stage, proven activities and validated value propositions, AICRM generates a tailored progression path, conversation focus and risk response.
AI is native to the product and all three assistants. Your data remains on familiar collaboration platforms, ready for integration and deeper AI applications.
Lark, DingTalk and WeCom are independent collaboration platforms. Web, in-platform and AI office assistants are separate access options that can be combined as needed.
The personal database edition supports individual trial and business records. The enterprise collaboration edition connects CRM data, identity, documents and collaboration to Lark, DingTalk or WeCom, with export and previewed field-mapping import.
No software seat fees. Pay as you use, with a clear price shown before every execution.
From business configuration and collaboration tables to enterprise knowledge, query analytics and dashboards, define your operating model in Zhixiang Sales—or tailor a dedicated AICRM application so AI works in your real business context.
Products, solutions, customers, targets, processes and business rules
Define fields in platform tables and auto-fill from customer records
Import enterprise knowledge; AI distills it into business configuration
Query, filter, summarize and analyze by your business metrics
Compose by role, team, region, goals and metrics
Bring existing flows, strategies and calculation rules into AICRM
A dedicated AICRM application, tailored to enterprise needs
Portfolio, editions, pricing and value propositions
Campaigns, leads, accounts, opportunities, contacts, activities, sales orders, payments and invoices flow through one shared business context—so AI can understand, execute and analyze at every step.
Acquire through campaigns and convert every lead
Accounts, opportunities, contacts and activities form one complete context
Sales orders carry deal outcomes and commitments forward
Payments and invoices complete a traceable revenue loop
Zhixiang Sales is designed for complex sales coordination. AI understands your operating model, long-term account relationships and every sales move—then makes better decisions and takes action with fuller information.
Product, solution, segmentation, sales-flow and strategy configuration join customer records, opportunities and activity history across the full account lifecycle.
AI combines business rules, historical progress and live collaboration to produce richer insight, recommendations and complete CRM information—not just a piece of generated text.
One account can carry multiple opportunities, with contacts collaborating by opportunity. Sales orders, payments and invoices extend the model through post-win operations.
of capabilities work through natural language
No complex menus or workflows to learn
Three specialized assistants
One shared business context
From campaigns to payments and invoices
Full lifecycle coverage
Capture, execute and coach anytime
Ready whenever sellers need it
Transparent price for every run
Pay only for actual usage
Guide you to act. Manage for you. Keep work running.
