Start with the scenario
Find guides organized around the job your team needs to complete, from customer follow-up to store operations.
// KNOWLEDGE BASE
Documentation and Practice
Explore product guides, business solutions, and practical articles based on YCPLANET applications.
Understand the full workflow
Read product capabilities, implementation considerations, and related solutions in one connected path.
Move into a real trial
Use the guidance to prepare a 30-day free trial around your own team and business process.
// CRM TOPIC
CRM topic guide.
A practical CRM knowledge series covering desktop work, mobile follow-up, Company List research, lead management, data, and a 30-day free trial.
CRM IMPLEMENTATIONread
CRM Implementation Checklist: From Customer Data to Team Adoption
A practical CRM rollout checklist covering objectives, field design, historical data, permissions, pilot operation, training, and continuous improvement.
CRM DESKTOPread
CRM 电脑端使用指南：客户、线索与销售协作工作台
介绍 CRM 电脑端如何管理线索池、客户、联系人、跟进记录和销售过程，帮助销售团队建立统一工作台。
CRM MOBILEread
CRM 手机端使用指南：外出拜访与移动客户跟进
面向销售和客户成功人员的 CRM 手机端工作方法：查看客户、记录拜访、更新跟进结果和安排下一步。
COMPANY LIST + CRMread
Company List 如何补充 CRM：从企业发现到销售线索管理
了解 Company List 在企业检索、行业研究和目标客户筛选中的作用，以及如何将高价值企业沉淀到 CRM。
LEAD QUALIFICATIONread
Company List 到 CRM 的线索筛选方法：减少无效录入
从目标企业列表中筛选 CRM 销售线索的实操方法，包含准入标准、去重、负责人分配和首轮跟进。
CUSTOMER 360read
CRM 客户与联系人管理指南：建立完整客户视图
说明如何在 CRM 中维护客户主体、联系人、联系方式、角色和历史互动，减少客户信息分散与交接损失。
LEAD POOLread
CRM 线索公海与分配规则指南：让每条线索有人跟进
讲解 CRM 线索池、公海、领取、退回和分配规则的设计方法，帮助销售团队减少线索闲置与撞单。
FOLLOW-UPread
CRM 跟进记录与提醒指南：让每次沟通都有下一步
CRM 客户跟进记录的写法、提醒设置和交接原则，帮助销售团队避免漏跟、重复沟通和商机停滞。
SALES PIPELINEread
CRM 销售漏斗与数据看板指南：看清商机推进情况
通过 CRM 商机阶段、成交概率、负责人和看板指标管理销售漏斗，识别停滞机会并改善预测质量。
CRM DATAread
CRM 数据导入、权限与上线准备指南
介绍 CRM 上线时的客户数据清洗、Excel 导入、角色权限、历史记录迁移和验收方法。
30-DAY TRIALread
CRM 30 天免费试用指南：用真实销售流程验证效果
了解如何在 30 天 CRM 免费试用期内设定目标、准备数据、安排团队试用并评估客户管理与销售协作效果。
// VEHICLE SERVICE TOPIC
Vehicle-service management topic.
Guides for the customer mini-app, shop mini-app, administration dashboard, work orders, inventory, multi-store operations, and a 30-day free trial.
VEHICLE MANAGEMENTread
汽车门店管理系统指南：客户、门店与后台三端协同
汽车维修、美容、保养门店管理系统：客户小程序、员工端与电脑后台三端协同，预约、工单、库存一体化，支持 30 天免费试用。
CUSTOMER MINI-APPread
汽车门店客户小程序使用指南：预约、订单与服务进度
汽车门店客户小程序免费试用：车主可管理车辆、在线预约、查看订单与服务进度，帮助门店减少电话咨询并提升到店体验。
SHOP MINI-APPread
汽车门店店铺小程序指南：车牌识别、接车、建单与派工
汽车门店员工小程序支持车牌识别、移动接车、快速建单、派工、库存查询和结算；30 天免费试用，减少现场补录与漏单。
ADMIN DASHBOARDread
汽车门店电脑管理端指南：营收、工单、库存与员工绩效
汽车门店电脑管理系统免费试用：集中管理营收、工单、客户、库存、员工绩效与权限，让店长和连锁总部及时掌握经营数据。
WORK ORDERread
汽车门店工单管理指南：从接车到交付与结算
汽车维修美容工单管理系统：从接车、派工、服务进度到交付结算全程可追踪，支持 30 天免费试用，减少漏项和协作断层。
APPOINTMENT & INTAKEread
汽车门店预约与进店登记指南：提升接车效率
汽车门店预约管理与进店登记指南：连接客户预约、车牌识别和服务接待，减少排队、漏单与重复询问，可免费试用 30 天。
INVENTORYread
汽车门店库存与供应商管理指南：减少缺货与账实差异
汽车门店库存管理系统：统一商品、服务物料、供应商与库存变动记录，减少缺货和账实差异，支持 30 天免费试用。
MEMBER & CUSTOMERread
汽车门店会员与客户管理指南：连接车辆、消费与复购
汽车门店会员管理系统：连接客户账户、车辆档案、消费订单与会员服务，改善复购运营；可申请 30 天免费试用。
MULTI-STOREread
汽车连锁门店多店管理与权限指南
汽车连锁门店管理系统：按企业、门店、岗位配置数据权限，统一查看营收、工单和库存数据，支持 30 天免费试用。
30-DAY TRIALread
汽车门店管理系统 30 天免费试用指南
汽车门店管理系统 30 天免费试用：用真实预约、接车、工单和库存流程验证三端协同、数据可追踪与门店效率提升效果。
// GUIDES
Guides and practical articles.
Hands-on content for 3D, CRM, AI email, and related workflows.
3D GUIDEread
How to Preview GLB and GLTF Models Online
A practical browser-based workflow for reviewing GLB and GLTF files, common failures, and a delivery checklist.
CRM GUIDEread
A Practical CRM Workflow for Small and Medium Teams
Build an executable process from clues and customers to contacts and follow-up records.
AI EMAILread
Using AI Email Analysis to Identify High-Intent Leads
Use classification, summaries, lead extraction, scoring, and reminders to prioritize business email.
CRM SELECTIONread
How to Choose a CRM System: Six Questions for Your Evaluation
Evaluate CRM software through business workflows, customer data, sales stages, permissions, integrations, and implementation cost.
SALES PIPELINEread
Sales Pipeline Management: CRM Stages and Forecasting in Practice
Use CRM to standardize opportunity stages, progression criteria, probability, and forecasting while reducing pipeline blind spots.
CUSTOMER FOLLOW-UPread
Customer Follow-up Management: Prevent Missed Leads and Lost Context
Build a durable CRM follow-up process with ownership, interaction records, reminders, and handover rules.
// SOLUTIONS
Industry and business solutions.
See how implemented products connect across an end-to-end workflow.
AUTOMOTIVE SOLUTIONread
Digital Operations for Vehicle Repair and Detailing Stores
Connect customer, staff, and administration workflows across the three implemented vehicle-service applications.
SALES SOLUTIONread
An Integrated Sales Research and Follow-up Workflow
Connect company research, CRM collaboration, and AI email analysis from prospect discovery through follow-up.
// PRODUCT DOCS
Product documentation.
Product selection, usage, deployment choices, and operational practices.
PRODUCT DOCSread
YCPLANET Product Selection Guide
Select products and combinations based on business problems, users, deployment constraints, and measurable outcomes.
DEPLOYMENT DOCSread
Cloud Service vs. Private Deployment
Compare delivery models through cost, data boundaries, integration, operations ownership, and implementation time.
SECURITY DOCSread
Data Security and Account Management Practices
Practical guidance for access control, sensitive data, audit logs, backups, and employee offboarding.