ShareCRM

What ShareCRM does

ShareCRM is an AI-powered, customizable, and affordable enterprise CRM solution that seamlessly integrates and empowers every aspect of a business. It offers comprehensive customer lifecycle management, connecting internal and external stakeholders, and provides an AI-powered low-code enterprise Platform-as-a-Service (PaaS). ShareCRM has evolved from a mobile-first CRM platform in 2011 to a leading PaaS provider with low-code and no-code customization capabilities. Since 2023, the company has heavily invested in artificial intelligence, pioneering AI applications in CRM to drive efficiency, quality, and growth. ShareCRM aims to help businesses optimize processes, implement data-driven methodologies, and achieve predictable revenue growth.

Products

• ShareSalesCore sales force automation features including lead capture, deal management, workflow automation, real-time insights, mobile-first tools, and built-in AI agents to streamline the sales process from lead to customer.
• ShareServiceService management solution ensuring high-quality support and service delivery by integrating pre-sales and after-sales operations, connecting internal support teams and downstream service providers. Includes AI integration for chatbots, summarization, answer generation, data lookup, preparation, and diagnosis.
• SharePartnerPartner management solution to expand reach through sales and service partners, enabling co-selling, automated onboarding, and performance tracking.
• ShareOrderA B2B ordering platform for partners and their distributors, featuring mall management, custom order portals, product and price management, online payment methods, and channel management.
• CPQ (Configure, Price, Quote)Add-on module for configuring, pricing, and quoting products, including attribute-based and BOM-based product configurators, advanced pricing, quote configurator, advanced contracts, advanced orders, promotions, cashbacks, and coupons.
• Inventory ManagementAdd-on module for managing warehouses, inventories, purchases, shipping, and cost control.
• Project ManagementAdd-on module for managing projects.
• ShareMarketingComing soon product for marketing automation.
• ShareAgentsCutting-edge AI Agents embedded into all key applications and scenarios, including Knowledge Base Agent, Sales Engagement Agent, Sales Assistant Agent, Online Support Agent, and Field Service Agent.
• PaaS PlatformPlatform-as-a-Service offering low-code and no-code customization capabilities to build databases, business logic, user interfaces, and tailored solutions. Features visual object customization, layout and interface builder, drag-and-drop flow design, multi-dimension permission settings, and a rich development toolbox.

Key capabilities

• AI-powered CRM solution
• Low-code and no-code customization capabilities
• Mobile-first platform
• Comprehensive customer lifecycle management (Marketing, Sales, Service)
• Enterprise-grade CRM with business-friendly pricing
• Unified platform license with modular add-ons
• Sales force automation
• Basic and advanced marketing automation
• Standard and advanced analytics
• Built-in team collaboration (instant messaging, approvals, scheduling, attendance)
• Visual object customization
• Layout and interface builder
• Drag-and-drop flow design for workflows
• Multi-dimension permission settings
• Rich development toolbox (sandbox, VS Code Plugin, AI Code Assistant)
• AI-powered mobile capabilities for real-time, predictive visibility
• Automated workflows and optimized resource allocation driven by AI
• Integration with channel and service partners
• AI Content Generation for Marketing (copywriting, graphic design, email marketing, SEO optimization, conversation summarization)
• AI Intelligence for Sales Force (lead scoring, sales assistant, financial insights, risk analysis, opportunity recommendation)
• AI Automation for Service (chatbot, answer from knowledge base, product/customer data lookup, onsite service preparation, diagnose issues)
• AI Visual Recognition for Field Operations (shelf display, product recognition, compliance checking, photo authentication detection)
• AI Assistant Designer (Prompt Builder, Code Assistant, Model Training)
• Multiple-channel service ticketing
• Flexible service order assignment and scheduling (Gantt chart, map view)
• Standardized on-site service process (SLA, field worker app, real-time recording, live inventory, automated cost calculation, customer feedback)
• Robust equipment management for manufacturers (360° profile, mobile inspection, smart maintenance planning)
• Multi-dimensional service data analysis (configurable dashboards, customer satisfaction, field worker performance, service cost)
• End-to-end Salesforce migration toolkit and services
• Full API and connector support with in-house custom plugin development
• Secure SDLC, vulnerability management, backup & recovery
• Data encryption (TLS 1.2/1.3 in transit, AES-256 at rest, field-level encryption)
• Tenant isolation
• Access control (fine-grained RBAC, field-level permissions, audit trail)
• Network defense (DDoS protection, WAF, NIDS)
• GDPR-aligned privacy and DSR support
• Contractual Zero Data Retention for LLM connections
• Sensitive data masking before LLM processing
• Logging of every AI action
• Regional routing for data sovereignty

Use cases

• Comprehensive customer lifecycle management
• Marketing automation and lead generation
• Sales force automation and deal closing
• Customer service and support delivery
• Partner relationship management and co-selling
• B2B order management
• Product configuration, pricing, and quoting (CPQ)
• Inventory management
• Project management
• Custom CRM and PRM solution development
• Optimizing business processes
• Implementing data-driven methodologies
• Driving predictable revenue growth
• Real-time, predictive visibility into customer engagements and field operations
• Maximizing sales and service team productivity through AI-powered workflows
• Connecting processes, teams, and partners on a unified platform
• Generating marketing content (copywriting, graphic design, email, SEO)
• Improving sales intelligence (lead scoring, opportunity recommendation, risk analysis)
• Automating service tasks (chatbots, knowledge base answers, diagnostics)
• Field operations with AI visual recognition (shelf display, product, compliance)
• Salesforce replacement and migration
• Enterprise collaboration (instant messaging, approvals, scheduling, knowledge management)
• Equipment management for manufacturers
• Data analysis for service performance and customer satisfaction

AI approach

ShareCRM integrates AI capabilities across its CRM platform, including AI-powered agents for sales, service, and field operations. It offers AI for content generation, lead scoring, financial insights, risk analysis, opportunity recommendation, chatbots, knowledge base answers, product/customer data lookup, onsite service preparation, issue diagnosis, and visual recognition. The platform also provides an AI Assistant Designer with Prompt Builder, Code Assistant, and Model Training tools. ShareCRM emphasizes zero data retention with LLM providers and masks sensitive data before it reaches LLMs.

Tech named: AI Agents, LLM, AWS Bedrock, Anthropic, Google Cloud, Azure OpenAI

Industries served

• Manufacturing
• Healthcare
• New Energy
• Fast Moving Consumer Goods
• Professional Services
• Logistics
• Information Communication
• Software as a Service
• Education
• High-Tech
• Consumer Goods

What it says sets it apart

• AI-powered and customizable enterprise CRM solution
• Platform-as-a-Service (PaaS) with low-code and no-code capabilities
• Unified platform license covering core CRM functions and modular add-ons
• Significant cost savings compared to competitors (e.g., Salesforce: -50% annual CRM cost, -70% implementation cost)
• Proven migration framework and automated tools for Salesforce replacement
• In-house expertise for implementation and custom plugin development
• Fully maintained and upgraded by ShareCRM without extra cost or IT burden
• Every customer receives full attention and support
• Strong focus on AI integration across all CRM functions (marketing, sales, service, field operations)
• Contractual Zero Data Retention and sensitive data masking for AI integrations
• Robust security and compliance (SOC 2 Type II, ISO 27001, GDPR-aligned)
• Global presence with local reach and offices in multiple regions
• 13 years of experience in the CRM market
• Mobile-first approach since inception