Customer collaboration software for marketing, sales, support and after-sales teams

Keep every customer in one record, so nothing gets lost between teams.

Web sign-ups, trade-show check-ins and WeCom chats land on the same customer. Survey answers and follow-up reminders go to the right owner by rule, and quotes, payments and service results are saved back to the record — so whoever picks it up next sees the full story.

Book a Demo See Customer Flow

Built by Dalian Fidwell Technology · About the company

One customer, from first record to follow-up result

UI illustration · Sample data — names and figures are fictional

Customer record (step 1) → Team handoffs (steps 2–3) → Follow-up results (step 4)

Click a step to see what the user did, what the system changed, and the result:

After-sales feedback is saved to the same record, so the next follow-up starts from here

STEP 1 · CDP

Customer record: three sources become one

1 / 4

What the user did: A marketer imports the trade-show check-in list. Earlier, this customer downloaded a selection guide on the website and added an advisor on WeCom.
What the system changed: Matches the phone number, WeCom ID and legal company name to one customer, merges the three entries, and tags it "Line upgrade · Evaluating purchase".
The result: When sales takes over there is one complete record — no cross-checking three spreadsheets.

CDP (customer data platform): merges customer details from different channels into one record and tags it based on behavior.

Handed to the next owner by the rules you setSee 3 industry examples ↓

Three industry examples: how one customer moves through four modules

Pick a sample customer and open the four steps in order: merge customer details (CDP), collect feedback and alert the owner (CEM), follow up in WeCom (SCRM), then manage the deal and payments (CRM). Each step is clickable so you can watch the record change.

UI illustration · Sample data

Sample accounts

UI illustrationTry this:Click "Demo: add a new customer activity" and watch a tag appear on the record at left.

01 / 04 · CDP

Merge customer details

Combine sources into one record and tag it automatically

Record passes to feedback

OneID Merge Rule

Auto-merged by corporate email domain + verified mobile + WeCom external contact ID

Collect dispersed touchpoints via Web/Mini-App SDKs, APIs, and imports, then deduplicate into one unified entity.

Source ChannelRaw IdentifierEvent BehaviorTimeAuto Tag

Website Engineering Resource Library
zhou.my@sz-jinggong.example (138****4092)Downloaded Automated Loading Selection Guide and submitted line cycle-time inputs10-14 14:22
Line Retrofit Evaluation
Suzhou Smart Manufacturing Expo · Booth QR
138****4092 · On-site scan verifiedInspected dual-station demo cell and registered aluminum sample machining trial10-19 10:35
Trade Show Trial Request
WeCom Channel Contact Card
WeCom_Ext_88310 (Engineer Zhou)Connected with regional advisor and invited process engineer to verify drawing tolerances10-21 16:08
Multi-Role Technical Review

3 cross-channel events →OID-EQP-20841

Note: names, records and figures in the demo above are fictional samples.

Three common team handoffs

Customers often slip away at handoffs: marketing to sales, WeCom to the store, closed deal to after-sales. For each scenario below you can see who acts, which rule the system applies, and what record is left behind.

Trade-show and web leads are checked for duplicates before reaching sales, and return to the shared pool if nobody follows up in time

Before

When event sign-up sheets are cleaned up by hand, leads reach sales days later. The same company gets entered through different channels and reps collide, while unconverted prospects sit forgotten in personal spreadsheets.

With Aimartec

New entries are matched against existing records and merged, then routed by region or industry. Leads left untouched past the deadline go back to the shared pool for someone else, and reps are notified when a prospect reopens your materials.

01 · Record the source
CDP + SCRM
Event QR codes and web forms carry the channel; the same phone number or company is merged automatically
Marketing can see how many qualified deals each campaign produced
02 · Dedup & shared pool
CRM Leads
Check against protected accounts to avoid collisions; overdue leads return to the pool by rule
Fewer turf disputes, and leads still get picked up when a rep is busy or leaves
03 · Re-engagement alerts
SCRM Content Tracking
When a prospect reopens a product page or replay, the owner gets a WeCom alert
Reps reach out when interest returns

How handoffs change

Spreadsheet exports · Manual assignment and collisions · Unconverted leads ignored→Dedup on entry · Overdue leads back to the pool · Alerts on re-engagement

Connect existing systems and control who sees what by role

Start with one or two modules and add more over time. How Aimartec connects to your ERP, order, finance or ticketing systems depends on the interfaces those systems expose. Customer data access is controlled by role and ownership, and you can run it in the cloud or in your own environment.

Multi-System Connectivity Schematic

SDK · OpenAPI · Webhook

About integration: Existing ERP, in-house databases, third-party stores or call centers are connected through API / Webhook, a front-end tracking SDK or table mapping, depending on what the other system exposes. The exact scope is confirmed during evaluation.

Three Connector Layers

Omnichannel Touchpoint & Event Ingestion
Tracking SDK / QR Codes / Web Forms
Ingests consented browsing trails, form submissions, and event redemptions into the normalization and identity-merge pipeline.
WeCom & Private-Domain Ecosystem
WeCom Open API
Bidirectionally syncs customer tags, follow-up timelines, and SOP prompts so advisors execute workflows directly inside WeCom.
Core Operations & Fulfillment Connectors
REST API / Webhook / Structured Batch Import
Configured by Fidwell engineers to match each client schema, syncing contract, shipment, collection, and after-sales status.

Phased

Turn on modules step by step

Begin with WeCom follow-up or CRM sales management, and add CDP and CEM when you need them.

Your choice

Cloud or private deployment

If you have requirements on where data is stored or need intranet isolation, we can assess deploying in your own environment and connecting internal systems.

Role-Based Permission Isolation

Switch roles to inspect visible records and masks

Field Sales & Solution AdvisorsRegional Sales

Visible Scope: Protected accounts under own/collaborating team, linked WeCom sidebar trails, and regional unclaimed lead pool

Owned customer full journey & WeCom activityRead & Write
Regional shared unclaimed lead poolRead & Write
Linked customer CEM feedback & friction alertsRead & Write
Other regional teams protected dealsScoped Isolation

Strictly isolates protected pipeline accounts across regions; cross-team collaboration requires logged approval.

Lifecycle Operations Cockpit

Sample Metrics

Multi-channel lead deduplication into qualified pipeline pool418 records merged cleanly
Quarter-to-date · Marketing-to-Sales handoff health
Overdue lead reclaim rules operating normally
Active opportunity progression & technical review throughput63 active opportunities tracked
Distribution from S2 Scoping -> S4 Contracting
Alerts sent to team leads on 4 stalled deals
Contract billing milestones & scheduled AR reconciliationReconciled steadily per milestone
Finance receipts synced against sales payment plans
Automated reminders triggered for AR due in 15 days
Key touchpoint friction alert response within 24 hours29 / 31 cases resolved with follow-up
CEM low-score tickets -> Service & WeCom resolution
Remaining 2 cases under active on-site resolution

Executive Cockpit Interface Illustration · Sample Metrics (Not live customer production telemetry)

BUYER FIT & PREREQUISITES

Adopt Without Replacing Your ERP First

Best fit: 10–500+ seat B2B sales, advisory, and post-sales teams reconciling leads across web, WeCom, and ERP.
Prerequisites: Current lead/customer spreadsheet columns and department role permissions.

HOSTING COMPARISON

Managed Cloud vs. Private On-Prem Hosting

Managed Dedicated Cloud: Isolated single-tenant deployment maintained by Fidwell for fast rollout.
Private / VPC Deployment: Deployed on customer servers or closed intranets alongside sensitive ERP/WMS systems.

DELIVERABLES & QUOTING

Clear Scope, Support & Quoting Factors

Deliverables: Configured OneID/pipeline workspace, dedup import templates, RBAC role matrix, admin onboarding.
Quoting factors: Active user seat tiers, enabled modules, ERP/WMS/billing connectors, and hosting topology.

Book a demo that follows your own workflow

A product advisor first learns how you find customers, how sales follows up and which systems you use, then walks through your flow in a demo environment and points out what needs integration or configuration.

01
Understand your setup
Lead sources, how you use WeCom, lead assignment rules, and how after-sales follow-up works today.
02
Try it in the demo environment
See customer merging, feedback alerts, WeCom follow-up and contract/payment records applied to your scenario.
03
Agree on integration and deployment
Review how to connect your ERP, order and finance systems, which modules to start with, and cloud vs. private deployment.

Phone: 0411-81981709
Email: fidwellservice@fidwell.cn
Address: Room 1303, Bank of East Asia Tower, No. 7 Renmin Road, Zhongshan District, Dalian, Liaoning, China

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