Social CRM · WECHAT NATIVE

Sales chat in WeChat,
CRM worksright alongside

SevenCRM is deeply embedded in the WeCom ecosystem — sidebar follows the chat window, AI bot is on duty 24/7, OA and Mini Program data syncs in real-time. Every customer interaction leaves footprints in your CRM.

6
Sidebar function Tabs
24/7
AI bot on duty around the clock
2
Platforms synced (OA + MiniProg)
100%
QR code auto-attribution
SIDE PANEL

No system switching — customer info right beside the chat

Open a customer's chat window and the right side auto-loads six tabs — look up, search, send materials, all without leaving the conversation.

TAB 01

Customer Profile

Full customer portrait, CLV value card, tags and timeline at a glance

TAB 02

Sales Scripts

Standard script library + AI-generated scripts, one-click copy to chat

TAB 03

Marketing Materials

Images, posters, videos library — send directly to customer or Moments

TAB 04

Product Catalog

Product pricing, inventory, project info real-time lookup, send to customer for confirmation

TAB 05

Workflows

One-click trigger automation — follow-up tasks, reminders, deal creation

TAB 06

AI Assistant

One sentence to query, create, analyze CRM data — ask right in the chat window

AI BOT

After hours, weekends, holidays — no customer message goes unanswered

Deployed on WeCom, the AI bot auto-recognizes real user identity and handles queries, tagging, task creation, and FAQ answers on behalf of staff.

Auto-answer consulting questions and FAQs
Query CRM customer info, orders, and appointments
Create follow-up tasks and auto-assign to sales
Auto-tag customers based on conversation context
Extend functionality via MCP protocol
Sample Conversation
Customer
Is my dental implant ready for a check-up now?
AI Bot
Hello Zhang San, I see your implant was done in March 2024. A six-month check-up is recommended. A follow-up reminder has been created — a consultant will contact you shortly to confirm timing.
WECHAT OFFICIAL ACCOUNT

Fans follow, read, and comment — all synced back to CRM

Custom menus with channel params, keyword auto-replies linked to tags, template messages integrated with Smart Push. Fan behavior is no longer isolated in the OA backend.

01 · Menu

Custom Menus

Menus carry channel parameters, click behavior and fan tags auto-sync to CRM

02 · Reply

Keyword Auto-Reply

Set keyword-triggered auto-replies while tagging fans with corresponding interest labels

03 · Tags

Fan Tag Sync

OA fan tags and CRM customer tags bidirectional sync, one segment for end-to-end operations

04 · Message

Template Message Push

Template messages integrated with Smart Push, unified trigger strategy with other channels

ACQUISITION QR

The moment they scan, you know exactly where they came from

Every QR code auto-carries channel source and parameters. The instant a customer adds you as a friend, the system has already completed source attribution + rep assignment + auto-tagging.

STEP 01

Create QR Code

Set channel params, assign rep rules, link welcome journey

STEP 02

Customer Scans

Event posters, OA articles, offline materials — deploy codes everywhere

STEP 03

Auto-Attribution

Channel identification, param extraction, rep assignment — all at scan

STEP 04

Trigger Journey

Auto-tag with channel → trigger welcome message → enter nurture funnel

Tired of switching between a dozen systems?

Request a demo — see how much CRM functionality fits into one WeCom sidebar.