Fuyo CRM

A CRM for freight-forwarding & logistics teams, built around the sales funnel — every customer from first touch to repeat business, visible in one cockpit.

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Fuyo CRM is a working front-end for a logistics customer-relationship system. It opens straight into a management cockpit — no login, no setup — and organizes every customer by where they sit in your funnel: lead, prospect, won, or repeat. All data ships built-in, so what you see is what your team would see on day one.

Follow every customer through the funnel

The sidebar mirrors how freight sales actually works — four stages plus a quarantine list:

• 线索 (Leads) — wide-net prospects; the bigger the pool, the better the odds.
• 潜在客户 (Prospects) — they've replied; now it's about conversion.
• 成交客户 (Won) — first order shipped; execution takes over.
• 复购客户 (Repeat) — the real game: share of wallet, not just reorders.
• 黑名单 (Blacklist) — risk customers kept out of the funnel on purpose.

Each list supports live search and comes pre-filtered by stage — the URL itself carries the filter (?type=lead, type=active, type=ka, type=risk), so you can bookmark or share a view of exactly one segment.

A 360° file on every customer

Open any customer and you get four blocks that a freight salesperson actually needs before picking up the phone:

• 企业档案 (Company profile) — identity, scale, credit rating, main business, and a decision-chain map of key people: who decides, who influences, who executes, with roles, contact info, affinity level, and personal tags.
• 契约规则 (Contract rules) — the financial model (credit terms, credit limit, settlement cycle) and the Shipping DNA: preferred carriers, document requirements, cargo-release rules.
• 动态日志 (Activity log) — every interaction recorded on a Plan-Do-Check-Act rhythm; updating a log can push changes back into the master profile, so the file never goes stale.
• 价值管理 (Value) — volume and gross-profit trends, plus a health breakdown by growth, margin, and payment speed.

Edits happen inline or in dialogs — the page never navigates away and loses your context. Related files (licenses, contract copies) live behind one button.

Run the company from the cockpit

The 驾驶舱 (cockpit) is the default landing page: business KPIs, anomalies, my tasks, and performance boards in one view, all charted in a single brand-color palette so the numbers — not the colors — carry the story.

Grade customers and people, on your own rules

• 分层策略 (Tiering strategy) — decide what makes a customer Strategic / Core / Backup / Trial, and weight volume, profit, and loyalty your way.
• 绩效考核 (Performance appraisal) — business-level and individual performance side by side.
• 生命周期管理 (Lifecycle) — watch customers move through stages and catch stalls early.

Show customers their own portal

Every customer has a portal preview (/portal-preview/:id) — the face your client sees: rates, tracking, documents. See what they see before they do.

See it in 30 seconds

cd crm-frontend
npm install
npm run dev        # → http://localhost:5173

Need a portable demo? npm run build:standalone produces a single HTML file with everything inlined — open it anywhere, no server required.

Good to know

• All data is built-in demo data (names like 泰科全球电子, 新世代物流 are fictional examples). There is no backend and no login; nothing leaves your machine.
• Design intent lives in the repo: CustomerCRMDesignSummary.md (screen-by-screen design brief), 0209-tommy反馈 CRM.md (sales-funnel philosophy), and 数据关联.md.
• This repo previously held an earlier AntD-based CRM prototype. That code is preserved on the legacy branch; main is the current implementation.