Lead intake and routing
Lead pools, capacity, response SLAs, recycling, and traceable routing rules.
GENERAL B2B · LEAD TO CASH
Align growth, delivery, and cash on one trusted chain.
AiCRM is a general-industry CRM built on ObjectStack protocol 17. It turns lead routing, opportunities, quotes, contracts, fulfillment, invoicing, receivables, and cash into a traceable, approval-aware operating loop.
OBJECTSTACK / AICRML2C Management Dashboard
BDQualified leads86
Quotes in review24
Win rate72%
Past-due AR12
Operating rhythm30D
Operating rhythm
1
High-intent leads need follow-up
2
Quote entered discount approval
3
Fulfillment reached billing eligibility
14business positions
15additive permission sets
3management and finance dashboards
9operational reports
One customer truth across the lifecycle
From first touch to every unit of cash.
Critical states move through governed business actions. Assignment, qualification, approval, fulfillment, posting, and reversal all retain evidence.
Accounts and opportunities
Atomic conversion into accounts, contacts, and opportunities with source and stage evidence.
Catalog, quotes, and approval
Multi-currency price books, cost protection, and tiered discount or margin approval.
Contracts and fulfillment
One order per contract, delivery templates, acceptance nodes, and revenue/cost facts.
Billing, AR, and cash
Billing eligibility, receivable creation, cash allocation, FX gain/loss, and reversal evidence.
Returns and compensation
Cross-functional approval with explicit invoice and refund follow-up queues.
Business speed and financial discipline can coexist
Every automation has a boundary.
The application composes ObjectStack objects, hooks, actions, flows, approvals, dashboards, and reports into a reviewable execution model.
Capacity-aware lead allocation
Choose owners by organization, active position membership, effective rules, and current load. If no safe match exists, the lead stays queued.
Pricing rules are executable policy
Discounts, below-cost pricing, margin thresholds, and approval levels live in versioned rules that become immutable when active.
Business facts create finance facts
Fulfillment and acceptance create billing eligibility; invoices create AR; allocations and FX differences remain linked and reversible.
WeCom arrives as a bounded plugin
AiCRM installs the independent WeCom plugin so integration capability remains within an explicit package and runtime boundary.
Operations and exceptions together
L2C, finance, and data-quality dashboards plus nine reports cover funnel, margin, delivery, aging, and compensation work.
Reviewable code, operable UI
Objects, views, pages, flows, permissions, and translations stay in version control while teams work in the Console.
AI already has the business context
Ask, analyze, and move work forward without leaving CRM.
AiCRM installs the Bitdata AI plugin directly. The Ask Agent uses only skills and tools available in the active kernel and inherits the caller’s identity, environment, permissions, and row-level access.
AgentSkillTool
Ask AgentAiCRM workspace
LIVEFind receivables above 100k due this week, group them by owner, and prepare follow-up tasks.
data_explorerschema_readeractions_executor · approval
Query completed within the current organization and user permissions
Eight receivables match across four owners. Task drafts are ready; creation will execute only after confirmation.
ObjectStack-native business applications
Explore the platform