Sales
Pipeline, quotes and approvals in one place. The AI drafts the quote, applies your discount ceiling and waits for a person above it.
- Accounts, contacts, deals
- Quote and approval chains
- Forecast by stage and owner
Yumin CRM
The whole company, on one record.
Sales, service, marketing, commerce, growth and talent are six clouds on one data model. Turn on what you need. The AI works inside the limits you give it, and every channel writes back to the same place.
Functional clouds
Six clouds, one data model.
They are not separate products glued together. Each cloud reads and writes the same record, which is why a quote knows about an open case and a renewal knows about an unpaid invoice.
01
02
Service
Cases raised from any channel land on the same record, with response targets, ownership and a knowledge base behind them.
- Cases, queues, escalation
- Response and resolution targets
- Answers drawn from your own content
03
Marketing
Campaigns and journeys that read from the record rather than a separate list, so consent and unsubscribes are respected everywhere.
- Segments from live data
- Journeys across channels
- Consent held on the record
04
Commerce
Catalogue, orders, invoices and payments, so the money side of the relationship sits on the same timeline as the conversation.
- Products and price books
- Orders and invoices
- Payment status on the record
05
Growth
Renewals, referrals and expansion worked deliberately instead of remembered. The record knows what is due and who owns it.
- Renewal and dues cycles
- Referral tracking
- Expansion and upgrade plays
06
Talent
Your own people modelled the same way as your customers: roles, teams, onboarding steps and the permissions that follow them.
- People and teams
- Roles and onboarding
- Permissions that follow the role
The core
Everything resolves to one record.
Person and company
Two object types, deduplicated on the way in. A person can belong to more than one company, and the history follows them.
One timeline
Conversations, quotes, cases, invoices, event attendance and automated actions in one chronological view.
Rules on the record
Consent, ownership, visibility and limits live with the record, so they hold in every cloud and every channel.
Open API
Accounting, calendars, your website and your payment provider connect through the API. Our team does that work during implementation.
Control and permissions
Autonomy you can turn down.
The useful question about an AI CRM is not how clever it is, but what it is allowed to do without asking. In Yumin that is a setting on a role.
Set the ceiling
Discount ceilings, refund limits, which case types may be closed automatically, and whether a quote may leave without a person reading it. Different ceilings for different roles.
See what happened
Every automated action is written to the record with the rule that permitted it and the data it used, so any outcome can be traced back and the rule changed.
Role-based visibility
People see the records their role allows. Field-level rules cover the parts of a record that should be narrower than the whole.
Held, not sent
Work above a limit is drafted, flagged to the right owner and held. Nothing leaves the building on a maybe.
Editions
Six editions, and two more coming.
Each edition ships with the objects, stages and documents that sector already works with. Manufacturing and distribution, and education, are described as coming.
Associations and federations
Members, dues cycles, chapters and committees.
Chambers and trade bodies
Delegations, documents and member services.
Legal and consulting firms
Matters, time, retainers and billing.
Publishers and media
Subscriptions, advertisers and renewals.
Retail and ecommerce
Catalogue, orders and post-purchase care.
Nonprofits and foundations
Donors, grants and programme delivery.
Channels
Every channel writes to the same record.
WhatsApp Business, web chat and email are layers on the CRM. They are how the record gets updated, not a separate place where information goes to be lost.
WhatsApp Business
One official number, shared by the team, with assignment, templates and the thread attached to the record.
Web chat
Started on your site, continued anywhere, with the history intact.
Threaded onto the record alongside quotes and invoices.
Events and check-in
Attendance writes back to the same person record, so the follow-up knows who actually turned up.
Pricing
A written quote, same day.
Price depends on the edition, your team size and which clouds you switch on. Nothing is added to a total until it is in writing.
Get a quote
Live pricing is not published yet, so no figure here forms part of a total. Send us the edition, the team size and the clouds you want.
Questions
The six we are asked most.
How is this different from a chat tool?
A chat tool holds conversations. Yumin CRM holds the record those conversations belong to: the person, the company, the deal, the invoice, the event they attended. The WhatsApp layer is one of the channels writing into that same record.
Do we have to move everything on day one?
No. Most organisations start with one edition and one or two clouds, keep their existing tools running, and move the rest over the following quarter. Our team does the migration.
What does the AI actually decide by itself?
Only what you allow. You set limits per role: a discount ceiling, a refund limit, which case types it may close, whether it may send a quote without a person reading it. Above the limit it drafts the work and waits.
Where is our data held?
On your own tenant, with role-based permissions and a full history of who saw and changed what. We confirm the hosting region with you before anything is set up.
Can it work with the systems we already have?
Yes. Accounting, email, calendars, your website and your payment provider connect through the API. Our team in Dubai does the integration work as part of implementation.
What does it cost?
It depends on the edition, your team size and which clouds you switch on. Send us those three things on WhatsApp and we confirm a written quote.
See it on your own data.
Send us a message and we will walk through the CRM with your process in front of us.