A sales team'sAI customer relationship graphshould feel this light
See a client, just say a few words. AI recognizes the people, companies and projects and weaves them into a backlink network; the more you log, the sharper the profile, until Youdian can predict your next move.
Customer knowledge is scattered across everyone
It is not that no one records it — it is that it does not stick
CRM entry is too heavy
You are already worn out after the meeting; nobody wants to fill in a dozen fields. The realest information stays in WeChat, voice notes and your head — everywhere but the CRM.
Customer knowledge cannot be reused
For the same client, every rep knows something different. History, quotes, key people and files sit in separate chats and folders, and no one can reuse what another rep knows.
Managers cannot see the process
Weekly reports only show results. Where a deal is stuck, who the decision-maker is, what is next — you ask one by one, and it still does not line up.
From one WorkLog a day
to a customer graph that predicts your next step
One WorkLog a day
Visits, calls, meetings, quotes — say what happened today, 30 seconds is enough.
AI extracts and auto-backlinks
AI recognizes events, people, companies and projects and builds backlinks automatically — like Obsidian, but hands-free.
Builds into customer profiles
One entry lives at once on the company, contact and project pages, and the profile grows more complete with each day of work.
AI predicts the next step
What to do next, which project is stalling, when to follow up with whom — AI thinks ahead, with the reasons attached.
Two flywheels make the system smarter the more you use it
Records accumulate and knowledge accumulates — two flywheels mesh on the same customer network and spin faster together.
Record Flywheel
- 1Say today's WorkLog out loud
- 2AI backlinks it to people, companies and projects
- 3Customer profiles grow more complete
- 4AI predicts the next action
Knowledge Flywheel
- 1Upload PPT / PDF materials
- 2AI splits them into new cards and updates old ones
- 3Q&A cites them any time, each with a source
- 4Save a good answer as a new card in one click
Covers everything from capture to prediction
Every capability is a real, usable product screen — not an abstract AI concept.
Automatic backlinks, like Obsidian
Log once, update everywhere: one WorkLog shows up on the person, company and project pages, with every backlink captured — all done automatically by AI.
See exampleVisited United Nutrition Tech in the afternoon and met Lin Lan. Discussed the Q3 supply and price lock-in for the HN-021 purchase project. She wants to see the final stability report next week; budget approval is in progress.
30-second voice capture
Hold to talk; transcription, summary, extraction and linking happen in one go, even offline on a weak connection.
See exampleVisited United Nutrition Tech today and met Lin Lan. Talked about the HN-021 purchase project. They care about Q3 supply; need to send the stability report next week…
Customer profiles that grow themselves
Every record feeds the profile: objective facts are merged and de-duped, subjective judgments keep their source, history is never overwritten.
See exampleUnited Nutrition Tech
The client is focused on Q3 supply stability and price lock-in. R&D has passed sample testing; the deal is stuck at the annual budget approval by the Head of Procurement.
A growing knowledge base
PPT/PDF are split into knowledge cards, good answers settle into new cards, and AI runs regular check-ups — the knowledge base gets richer and fresher the more you use it.
See exampleHN-021 spec sheet
- Purity ≥ 99.2% · water-soluble
- Q3 capacity 40T / month
HN-021 vs competitors
- 18% higher solubility
- 6% higher price, better stability
GB 28050 labeling essentials
- Nutrition-claim threshold reference
- Label review checklist
Got a question? Just ask your knowledge base
The quote from last year? Where is the deal stuck? Ask in one line, and every answer cites its source.
See exampleTwo quotes last year: ¥1.4M in May, ¥1.2M in November①. The HN-021 deal is currently in Quoting, R&D has passed sample testing②, and the blocker is the annual budget approval by Lin Lan, Head of Procurement③.
AI prediction and reminders
Who to follow up, when, which deal is at risk — AI reminds you proactively, each with a reason.
See exampleBuilt for reps, managers and owners
Sales rep
Capture fast, look up fast, give time back to seeing customers.
- Log today's visit by voice in 30 seconds
- Look up history, quotes and key people on the fly
- Own your originals, share activity with the team
Sales manager
Deal progress, account coverage, risk alerts — all on one screen, no chasing weekly reports.
- Team WorkLog summaries and a deal board
- Lint flags stuck and stalled deals automatically
- Team activity and account coverage at a glance
Founder / owner
Customer assets stay with the company; people come and go, the knowledge stays.
- Company-wide customer assets and relationship graph
- Ongoing tracking of key deals and decision chains
- Access audit and smooth offboarding handover
Sales collaboration needs sharing — and boundaries
Youdian separates WorkLog originals, AI summaries, objective facts and subjective judgments. Different roles see different layers — collaboration and personal boundaries, both intact.
| Capability | Sales | Leader | Owner |
|---|---|---|---|
| Write WorkLog | Self | Self | All |
| View own originals | |||
| View subordinate originals | |||
| View subordinate summaries | |||
| View shared-entity activity | |||
| View team activity | Own team | Company | |
| Manage team structure | Own team | Company |
Field-level encryption
WorkLog originals are field-level encrypted, and source files are encrypted at rest.
Subjective-info isolation
Separates objective facts from subjective judgments, visible in layers by role.
Access-log audit
Sensitive actions are fully logged, and the owner can audit access records.
Offboarding data handling
When a member leaves, customer assets stay with the company and hand over smoothly by policy.
From lightweight capture to a full sales knowledge system
Lightweight capture
- Voice / text capture
- WorkLog summaries
- Entity recognition and automatic backlinks
- Basic customer profiles
Docs and Q&A
- PPT / PDF upload
- Auto-split into knowledge cards
- AI Q&A with citations
- Answers saved as new cards
Multi-role collaboration
- Multi-role permissions
- Deal board
- Admin console
- Lint reports
Profiles and prediction
- Deeper company / customer profiles
- AI predictions and action suggestions
- Proactive reminders
- Organizational knowledge assets
Turn customer relationships into
a compounding company asset
Today's visit is still searchable next year; one person's work becomes the whole team's. Start with a single WorkLog.