From Business Card to Deal Closure, One System Does It All
Danlee CRM integrates AI document management, automated lead collection, and smart follow-up reminders. Each customer is deployed on a dedicated cloud project, with ACTGSYS serving as your outsourced IT team.
Are You Facing These Challenges?
Leads Scattered Everywhere
Business cards piling up, leads scattered across Excel, sticky notes, and various apps. No single source of truth for customer information
Missing Follow-ups & Lost Opportunities
Busy schedules lead to forgotten follow-ups. Potential deals slip away because no one remembered to reach out at the right time
No Visibility into Team Pipeline
Managers cannot see what deals are in progress, who is working on what, or where bottlenecks exist. Team coordination becomes guesswork
Manual Data Entry Wastes Time
Sales reps spend hours typing contact info from business cards and updating spreadsheets instead of selling
Danlee CRM - Complete Sales Management Solution
Danlee CRM focuses on the complete lead → pipeline → closure workflow, integrating AI document management, follow-up automation, and team collaboration, with ongoing optimization support from the ACTGSYS team
AI Document Management Center
AI automatically reviews documents and provides suggestions, generates quotations, contracts, and invoices. Visual document management with centralized deal documents
AI Automated Lead Collection
System automatically discovers potential customers through AI. Smart business card recognition (OCR) instantly creates leads with automatic qualification and grading
Never Miss a Follow-up
Day 0/3/6-7 intelligent follow-up reminders automatically track every lead. Smart notifications ensure your team stays on top of every opportunity
More Than Just Software - We Connect Your Sales Workflow
Danlee CRM integrates with your existing tools and processes to ensure seamless data flow from lead capture to deal closure
The ACTGSYS team provides actual integration support tailored to each customer's workflow and environment, not just selling software
Business Card OCR
Powered by Google Vision API and Gemini AI for intelligent text extraction and correction. Instantly capture contact info from business cards with high accuracy
Email Integration
Track email engagement including opens and replies. Seamlessly integrate with your email workflow for better follow-up management
Mobile Access
Fully responsive design optimized for both desktop and mobile. Manage leads and deals on-the-go from any device
Role-Based Access Control
Secure data management with role-based permissions. Control who can view, edit, or manage different types of information
AI Lead Capture Demo
CRM Backend Sync
Real-time lead notifications
Lead ID：ORD-2024-003
Contact：品華食品有限公司
Company：NT$3,600
Time：Just now
Smart Automation
RunningLet AI handle tedious tasks for you
Independent Cloud Deployment - Room for Growth and AI
Each customer has a dedicated cloud project and database. Data is isolated from other companies, with clearer access control and better compliance for security and regulation
Future AI features like document generation, lead scoring, and automation workflows can be expanded in your dedicated environment without limitations
ACTGSYS serves as your outsourced IT team to help plan together, not just throwing you a black-box system
CRM Features
AI Document Management Center
AI automatically reviews and suggests document improvements, generates quotations, contracts, and invoices. Two-panel file explorer with real-time preview
AI Lead Discovery
AI-powered lead discovery automatically finds potential customers. Business card OCR with Google Vision + Gemini AI for instant lead creation
Lead Management
Comprehensive lead tracking with intelligent scoring (A/B/C/D grades), status management, and team assignment. Never lose a potential customer
Pipeline Management
Visual pipeline tracking from lead to deal closure. Track stages, amounts, and progress with payment milestone management
Follow-up Automation
Day 0/3/6-7 intelligent follow-up system with automated reminders. Track email opens, calls, and next contact dates
Dashboard & Analytics
Personal follow-up dashboard, team performance metrics, and sales analytics. Make data-driven decisions with real-time insights
Perfect for These Teams
The ACTGSYS team has extensive experience serving sales teams across industries, familiar with real sales scenarios, helping you align both processes and systems
Frequently Asked Questions
How long does it take to implement Danlee CRM?
We already have a CRM. Can we migrate our data?
How does the AI document generation work?
How do you handle data security?
Can I upgrade my plan later?
Ready to Streamline Your Sales Process? Start with a Demo
Leave your contact info and we'll review your current workflow, demonstrate how Danlee CRM aligns with your sales process, and discuss implementation scope and timeline
Book a Demo
Contact us via LINE or Email to schedule your demo
Or send email to
info@actgsys.comCase Studies
Real CRM Implementation Success Stories