客序 CRM

About

Kexu CRM is a lightweight customer relationship manager built for independent sales professionals, small business owners, consultants, and freelancers. No account is required. Choose an industry template and start organizing client information, conversation history, pipeline stages, and upcoming follow-ups in minutes. KEY FEATURES SMART CAPTURE Capture a business card, client document, or screenshot and turn it into an editable client record. Kexu CRM uses on-device text recognition to extract details such as names, phone numbers, email addresses, companies, job titles, and locations. INDUSTRY TEMPLATES Get started with ready-made templates for general business, real estate, insurance, auto sales, home renovation, and beauty services. Each template includes relevant fields, pipeline stages, and follow-up types. TODAY DASHBOARD See overdue follow-ups, today’s tasks, upcoming activities, and recently updated clients in one clear workspace. COMPLETE ACTIVITY TIMELINE Record phone calls, meetings, messages, emails, quotes, stage changes, and next steps. Keep every important client interaction organized and easy to review. MULTIPLE IMPORT OPTIONS Add clients manually, select contacts from your iPhone, import CSV files, or use Smart Capture to extract information from an image. CUSTOM TEMPLATES Create your own client fields, pipeline stages, follow-up methods, and reminder presets to match the way you work. FOLLOW-UP REMINDERS Schedule your next follow-up and receive local notifications on your device, helping you stay consistent without missing important opportunities. PRIVACY FIRST Customer records, imported files, and scanned images are processed and stored on your device. Kexu CRM does not require an account and does not upload customer records or images to the developer’s servers. MULTILINGUAL Use Kexu CRM in English, Simplified Chinese, or Traditional Chinese. You can follow the system language or choose a language inside the app. FREE VERSION The free version supports up to 15 clients and includes essential client management and follow-up features. KEXU CRM PRO Kexu CRM Pro is a one-time, non-consumable purchase — not an auto-renewing subscription. Pro unlocks: • Unlimited clients • Smart Capture and image import • CSV client import • All industry templates • Custom templates • The complete Pro feature set Kexu CRM helps you spend less time organizing information and more time building stronger client relationships.