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SBM CRM Platform

SBM CRM Platform is a comprehensive Customer Relationship Management system designed to help businesses manage their customer interactions, sales processes, and customer data effectively.

Overview​

The SBM CRM Platform provides a complete solution for managing customer relationships throughout the entire customer lifecycle, from initial contact to post-sale support. The platform integrates seamlessly with WeChat Mini Program for customer access and provides a powerful web-based administration interface.

Key Features​

Customer Management​

  • Customer Profile & AI Segmentation - 360° customer view with AI-powered segmentation and predictive analytics
  • WeChat Integration - Seamless WeChat Mini Program integration with auto-login and account linking
  • Cross-Channel Behavior Tracking - Unified view of customer interactions across WeChat, POS, and Website

Loyalty & Engagement​

  • Loyalty Points System - Comprehensive earn and redeem points system with receipt scanning
  • Tiered Membership - Multi-tier membership program with exclusive benefits per tier
  • Gamification - Badges, challenges, and leaderboards to enhance engagement
  • Reward Catalog Management - Complete reward catalog with tenant participation support

Marketing & Campaigns​

  • Personalized Promotions - AI-driven personalized offers based on behavior and preferences
  • Campaign Management - Full-featured campaign builder with audience targeting and analytics
  • Push Notifications - Multi-channel notification system with automation and triggers
  • Promotion Tagging & Behavioral Learning - Advanced tagging system with behavioral learning engine

Analytics & Intelligence​

  • Real-Time Analytics Dashboard - Comprehensive dashboard with customer activity, sales, and campaign metrics
  • AI Assistant - Conversational AI for both customers and administrators with internal data integration
  • Predictive Analytics - Churn prediction, engagement scoring, and purchase intent analysis

Additional Features​

  • Booking & Reservation - Complete booking system for tables, slots, tickets, and booths
  • Tenant Participation Tools - Tools for tenants to manage their rewards and promotions

Use Cases​

  • Customer relationship management and 360° profile tracking
  • Loyalty program management with points, tiers, and gamification
  • Personalized marketing campaigns with AI-driven targeting
  • Real-time analytics and business intelligence
  • Multi-channel customer engagement (WeChat, POS, Web)
  • Tenant and partner management
  • Booking and reservation management

Testing Access​

For testing and evaluation purposes, see the Testing Access Guide which includes:

  • WeChat Mini Program QR code and scanning instructions
  • Test user credentials for Super Admin, Admin, and Tenant roles
  • Testing checklist for both customer and administrator access
  • Troubleshooting guide for common issues
  • Security notes and best practices

Platform Access​

Customer Access (WeChat Mini Program)​

  1. Open WeChat on your mobile device
  2. Scan the QR code provided by your organization (see Testing Access for test environment)
  3. Authorize WeChat login
  4. Start using the platform

See Getting Started Guide for detailed instructions.

Administrator Access (Web Management)​

  1. Navigate to the admin URL provided by your system administrator
  2. Enter your login credentials
  3. Complete two-factor authentication (if enabled)
  4. Access the Admin Dashboard

See Getting Started Guide for detailed instructions.

Documentation Structure​

User Documentation​

  • User Guide Overview - Comprehensive guides for end-users
    • Customer-facing features (WeChat Mini Program)
    • Administrative features (Web Management)
    • Step-by-step instructions
    • Best practices

Technical Documentation​

  • Developer Guide Overview - Technical documentation for developers

    • Architecture overview
    • Authentication and authorization
    • API integration guides
    • Webhooks setup
    • Code examples

  • API Reference Overview - Complete API documentation

    • Customer API
    • Loyalty API
    • Campaign API
    • Analytics API
    • Booking API
    • Notification API

Operations Documentation​

  • Deployment Overview - Infrastructure and deployment documentation
    • Installation guides
    • Configuration management
    • Database setup
    • SSL/TLS security
    • Backup & recovery
    • Monitoring setup
    • Scaling guides
    • CI/CD pipelines
    • Infrastructure as Code (Terraform, Ansible)

Quick Navigation​

For Customers​

For Administrators​

For Developers​

For DevOps​

Development Roadmap​

Our platform follows structured development phases. Check the Roadmap to see:

  • Phase 1 (MVP) - Core features currently in development
  • Phase 2 Part 1 - Additional core features
  • Phase 2 Part 2 - Advanced features and AI capabilities
  • Phase 3 - Optimization and advanced analytics
  • Final Delivery - Complete system deployment

Getting Started​

To get started with SBM CRM Platform:

  1. Customers: See Getting Started Guide for WeChat Mini Program access
  2. Administrators: See Getting Started Guide for web management access
  3. Developers: See Developer Guide Overview for integration guides
  4. DevOps: See Deployment Overview for infrastructure setup

Getting Help​

Documentation​

  • Browse the documentation sections above
  • Use the search functionality (top right) to find specific topics
  • Check the User Guide Overview for feature documentation

Report Issues​

Found a bug or have a feature request? Report it here using our bug submission form.

Support Channels​

  • Customers: Contact support through the WeChat Mini Program or your organization's support channel
  • Administrators: Contact your system administrator
  • Developers: See Developer Guide for technical support
  • DevOps: Refer to Deployment Guides for infrastructure support