Customer & sales
Bring website, LINE, email, and sales inquiries into one customer record so ownership, needs, quote versions, reminders, payment, and sales state remain visible.
AgentTech delivers
Inquiry management, CRM, quotations, reminders, payment, and sales reporting
Outcome
No missed inquiries, faster response, visible sales
Concrete problem scenarios
Customers repeat their needs, prior conversations and files disappear during handoff, and ownership is unclear.
Business impact
Missed or duplicate replies reduce trust and consume sales time.
Different quotes exist in spreadsheets, PDFs, and chat, with no reminder or visible decision stage.
Business impact
Valuable opportunities stall while management cannot forecast or identify blockers.
The site and ads count forms, but quotations, payment, and sales are not fed back to the acquisition source.
Business impact
Marketing and sales remain disconnected, blocking keyword, page, and budget optimization.
AgentTech approach
Connect forms, LINE, email, and manual entry into customer, need, source, and attachment records.
Flexible data models
Adapt customer, opportunity, quotation, and activity records to B2B quotes, consulting, learning, or channel orders.
Add qualification, ownership, quotation, reminders, confirmation, and payment so every opportunity has a next step.
Multi-channel integration
Use APIs, webhooks, email, and LINE notifications to reduce manual transfer while preserving event history.
Combine source pages, campaigns, proposals, and sales in management reporting that informs SEO and marketing.
Permissions and audit
Control customer, price, and action access by role while recording changes and follow-up.
System flow blueprint
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SEO content entry points
Solution pages capture commercial demand. Articles answer cost, comparison, workflow, feature, and implementation questions, then route search traffic back to services and inquiries.
Browse insightsFAQ
No. Existing CRM, forms, and LINE can be integrated first. Replace or customize only where the current tools cannot support the workflow or reporting.
Automate intake, classification, notification, and reminders first while keeping people responsible for high-value judgment and communication.
Preserve its source page and campaign at intake, then update qualification, quote, and sales state in CRM to create source-to-revenue reporting.
Start with clarity
Share the current tools, roles, frequency, and labor or revenue impact. We will identify the workflow and technical scope worth addressing first.
