FLAGSHIP PRODUCT
Xianlu AI CRM
A general-purpose AI customer lifecycle platform. Keep every lead, conversation and follow-up task in one place, with AI handling the repetitive work.
Built for teams that sell and serve through conversations, not for a single industry.
One customer, one continuous record
Every inquiry, conversation, task and outcome stays attached to the same customer record, so context is never lost when a teammate takes over.
Request a walkthroughWhat the platform covers
The full path from first inquiry to long-term customer relationship.
Lead intake
Collect inquiries from forms, campaigns, referrals and manual entry into one queue.
- Source tracking
- Duplicate detection
- Owner assignment
Customer profiles
A structured profile with contact details, needs, history and preferences.
- Unified timeline
- Tags and segments
- Custom fields
Conversation records
Keep chat, call notes and follow-up summaries attached to the customer.
- Full context
- Handover notes
- Searchable history
AI follow-up
Draft messages, summarize conversations and suggest the next action.
- Reply drafts
- Conversation summaries
- Next-step suggestions
Task reminders
Turn follow-up into scheduled tasks with clear owners and deadlines.
- Reminders
- Owner and due date
- Overdue alerts
Conversion analysis
See where opportunities stall and which follow-up patterns work.
- Funnel view
- Source performance
- Team activity
How a customer moves through the system
A simple loop that any team can adopt.
Capture
Bring every inquiry into one queue with its source and context.
Qualify
Use structured fields and AI summaries to decide who needs attention first.
Follow up
Assign tasks, draft messages and keep every conversation on record.
Convert
Track outcomes and learn which sources and actions produce results.
Retain
Keep the relationship visible for repeat business and referrals.
Typical use cases
The platform is industry-agnostic; the workflow is configured around your business.
Service businesses
Consulting, education, home services and agencies that manage inquiries by conversation.
Retail and dealerships
Teams that need customer history, follow-up reminders and source analysis.
B2B sales teams
Small and mid-sized teams that need structure without a heavy enterprise CRM rollout.
Multi-branch operations
Organizations that want one customer record across locations and staff changes.
Frequently asked questions
No. It is a general-purpose customer lifecycle platform. Industry-specific products such as Dealer Copilot are built on top of the same operating ideas.
Yes. Importing existing customer records is part of the onboarding process, and fields can be mapped to your current workflow.
The AI drafts, summarizes and suggests. Sensitive actions remain under human review, and permissions determine what each role can see and do.
A focused pilot usually starts with one team and one workflow. The exact timeline depends on data readiness and integration requirements, which we confirm during scoping.
Want to see this product in action?
Tell us about your business and we will arrange a tailored walkthrough.