Manual intake is blocked.
Records become hard to manage.
Address intake restrictions and missing records in the current workflow with automatic capture, manual entry and corrections.
CRM platforms such as OKKI vs our locally deployed lead intake
CRM seat fees add up every year.
Local deployment lowers subscriptions.
At an illustrative ¥200 per seat per month, 20 people cost ¥48,000 a year. Local deployment targets 50%–80% comparable subscription savings, with automatic lead capture, sales visibility and timely complaint alerts.
85%+Lead recognition accuracy
50%–80%Reference subscription savings
¥200Per-seat monthly cost assumption
Project evaluation references: validate accuracy with real samples. ¥200 is a cost assumption, not a universal vendor quote. Savings refer to comparable subscriptions, excluding development, models and maintenance.
Start with the everyday management problems.
Manual intake is blocked.
Long meetings just to understand
sales activity.
Summarize follow-ups, tasks and overdue items so managers can inspect progress directly.
Marketing hears about
complaints too late.
Identify complaint signals in connected channels and alert owners and marketing, including off-hours or missed follow-up.
85%+ accuracy.
Less manual entry.
Extract, map, deduplicate and route leads; send low-confidence records for human review.
Reduce comparable subscriptions
by 50%–80%.
Reduce ongoing seat-subscription costs, calculated against actual users, replacement scope and operating costs.
Connect Feishu / DingTalk.
Keep adapting the workflow.
Connect messages, approvals, tasks, existing CRM, ERP and forms with a system designed for further customization.
Detailed comparison and features
| Dimension | CRM platforms such as OKKI | Our workflow approach |
|---|---|---|
| Scope | OKKI offers customer management and AI-related trade capabilities; confirm the selected plan. | Focus on extraction, field mapping, deduplication, routing and records; a full CRM is outside the default scope. |
| Deployment and data | Review the provider’s deployment, access and data terms. | Deploy the application and business data in your environment; agree what external model calls may receive. |
| Integration and upkeep | Check available modules, integrations and support. | Connect agreed forms, email or systems; define backups, access and maintenance ownership. |
| Lead capture and manual correction | When existing intake is cumbersome and updates depend on sales staff, missing records and management blind spots can follow. Check actual plan and configuration. | Extract, map, deduplicate and route leads from authorized channels, with manual entry and correction available. |
| Sales visibility and reporting | Delayed updates can leave managers relying on lengthy meetings and individual reports. | Summarize follow-up status, tasks and overdue items directly from records, reducing status-reporting meetings. |
| Complaint handoffs | If complaints depend on a salesperson relaying them, busy periods, missed follow-up or off-hours can delay feedback to marketing and management. | Identify complaint signals in connected channels, notify owners and marketing, track status and escalate overdue items to a backup owner. |
| Recognition accuracy | Validate automated coverage and recognition against the actual product, channel and use case. | Business evaluation reference: lead recognition accuracy above 85%. Validate with customer samples before launch and send low-confidence records for human review. |
| Seat subscriptions | Illustrative business input: ¥200 per person per month, or ¥48,000 annually for 20 people. This is a calculation assumption, not a verified universal vendor price. | Reference subscription savings of 50%–80% for comparable scope. Development, deployment, model use, hardware and maintenance are separate; this is not a total-cost reduction claim. |
| Customization and integrations | Confirm modules, fields, available APIs and integration terms for the selected plan. | Customize to business processes and connect Feishu / Lark or DingTalk messages, approvals and tasks with CRM, ERP and forms. |
Illustrative subscription costs for a 20-person team.
At ¥200 per seat per month, annual subscriptions are ¥48,000. A 50%–80% reduction in comparable subscriptions means ¥24,000–¥38,400 annual savings, leaving ¥9,600–¥24,000 in comparable subscriptions.
Business evaluation assumptions only; excludes development, deployment, model use, hardware and maintenance. Not an official vendor quote or guaranteed return. Validate actual scope, contracts and customer samples.
When the alternative fits
You need broad sales management and established product modules.
When our approach fits
You have business systems and need to improve multi-channel intake and handoffs.
This is an approach comparison. Our features and deployment scope depend on project assessment and agreement; third-party capabilities depend on current products and plans.