Education & TrainingNZ
From enquiry to enrolment, a funnel that never drops the thread
NZ · International education group · admissions funnel & counsellor collaboration
Enquiry→Application→Offer→Enrolment→Dashboard
✕ BEFORE Enquiries scattered across inboxes and counsellors; management saw the funnel once a month.
- Every enquiry auto-files into the funnel; counsellors get follow-up nudges and shared records
- Management opens a live enrolment dashboard any time
Education & TrainingCN
Every counsellor gained a closing co-pilot
CN · Study-abroad consultancy · counsellor assist & knowledge retention
Pre-meeting match→Live prompts→Post-meeting profile→Case library
✕ BEFORE Matching meant digging through files; closing know-how lived in senior heads and left with them.
- Auto-matched country and program options pre-meeting; talk tracks and key questions live
- Post-meeting student profiles and follow-ups flow into the firm’s case library
Construction & TradesNZ
Payables that no longer need chasing
NZ · Construction company · payables & payment alerts
Invoice OCR→Approval nudges→Payment tracking→Overdue alerts
✕ BEFORE Invoices keyed by hand, approvals stuck with no visibility, overdue only discovered after the fact.
- Agents read fields, chase approvals and payments, and warn before anything goes overdue
- Approvals and project accounts on one finance dashboard
Full case study: 91% invoice automation ↗
Construction & TradesNZ
Quotes go out only after the details come in
NZ · Roofing company · quoting & project intake
Enquiry intake→Info chase-up→Project card→Warranty reminders
✕ BEFORE Enquiries jotted anywhere; quotes missing measurements and photos; days lost to back-and-forth.
- Agents chase a checklist of details, then generate the project card and follow-up scripts
- Site photos archived; warranty expiries trigger automatic reminders
Trade & LogisticsNZ ⇄ CN
WeChat-group orders, closed-loop for the first time
NZ ⇄ CN · FMCG export · order loop & reconciliation
Group order→Payment screenshot→Finance confirms→ERP write-in→Tracking no. returned
✕ BEFORE Orders and payment screenshots buried in group chats; support scrolled back message by message; month-end never balanced.
- Agents extract order details and match payment screenshots; finance confirms, ERP updates
- Tracking numbers post back to the group; the owner’s dashboard stays current
Full case study: WeChat orders to SF Express labels ↗
Trade & LogisticsNZ ⇄ CN
An order desk that never drops a shipment
NZ ⇄ CN lane · freight forwarder · order progression & exception alerts
Structured enquiry→Quote decision card→Order board→Exception alerts
✕ BEFORE Enquiries scattered across WeChat, quotes resting on one person’s judgment, missed follow-ups meaning lost orders.
- Enquiries auto-structured; internal decision cards support quoting
- Order board plus exception alerts watch every shipment; follow-up scripts ready to send
Finance & Business ServicesNZ
Every client milestone, remembered
NZ · Mortgage adviser team · client lifecycle & CRM activation
Voice-to-file→Milestone nudges→Meeting brief→Case tracking
✕ BEFORE Refix dates, birthdays, settlements — every client touchpoint depended on an adviser remembering.
- Refix reminders, birthday emails and settlement congratulations fire on lifecycle triggers
- Speak once and the file is created; a one-page brief lands before every meeting
Finance & Business ServicesCN
No CRM swap — an agent layer grew on DingTalk
CN · Venue & park leasing · pipeline management & daily ops brief
Message structuring→Sales confirms→Pipeline table→Owner’s daily brief
✕ BEFORE Follow-ups lived in chats and heads; CRM fields sat empty; progress required calling a meeting.
- DingTalk texts, voice notes and screenshots auto-structured, written to the pipeline after confirmation
- The owner gets a daily operations snapshot