Where do customers come from?
Record advertising, events, channels, outbound prospecting, and walk-ins under consistent source definitions.
Youke Cloud·Youma Marketing
Improve Customer Conversion from Acquisition through Closing
Connect digital acquisition, outbound prospecting, channel registration, visit reception, and sales follow-up in one workflow so teams can respond quickly, assign prospects by rule, maintain momentum, and see conversion outcomes clearly.
Apply toReal estate marketingUrban Renewal LeasingPark LeasingAsset LeaseEnterprise Digital Team
Who is responsible now?
Customer reporting, lead validation, distribution and protection rules are implemented uniformly.
What's next?
Visits, follow-up, tasks, and conversion progress remain connected to the accountable team.
What is Youma Marketing?
A Customer-conversion Platform across Acquisition, Visits, Follow-up and Conversion
It covers online project display, marketing and customer expansion, channel management, national marketing, visitor registration and mobile sales, and can be connected with the company's existing CRM, investment leasing, sales, finance and data platforms. Real estate scenarios can also expand intelligent collection.
Designed for More Than Sales CentersThe mature capabilities of real estate marketing can be reused for urban renewal investment, park investment and asset leasing; professional transactions are still undertaken by the corresponding business system.
Teams Often Cannot See Customer Source, Current Owner or Next Action
Customer Entry Points Are Fragmented
Advertising, events, agencies, outbound prospecting, referrals, and walk-ins are recorded separately, creating duplicate customers and unclear sources.
Channel Lead Validation Is Manual
Records of reporting, protection period and seeing are scattered in group chats and forms, and there are many disputes over collision, interception and attribution.
Visit Reception Is Disconnected
After the customer fills in the form on site, he needs to manually check the customer, find a consultant, and do distribution. It is easy to miss the queue during peak periods.
Follow-up Progress Is Opaque
Customers are in the hands of personal notes and chats, and managers don't know who is missing or who is about to expire.
Conversion Results Are Hard to Review
Customer acquisition, visit, follow-up and transaction are recorded separately, only the number of leads can be seen, and the effective conversion cannot be seen clearly.
One Workflow from Acquisition and Visits to Follow-up and Conversion
Each sub-product can solve a class of problems independently, and can also work together around the same customer, the same set of channel rules, and the same set of organizational responsibilities.
01 · Customer acquisition growthOnline sales officeContent display, event acquisition, online consultation Marketing TuokeTask, team, region, and customer reporting Channel ManagerChannel cooperation, automatic lead validation and take-and-watch National Marketingreferral, progress and commission inquiries
02 · Visits and TransformationsVisitor registrationsign-in, judgment, reception distribution Mobile SalesCustomer, follow-up, task, and conversion analysis
03 · Optional extension of real estateSmart CollectionSubscription, deposit, payment, documents and reconciliation Existing sales system connectionSynchronization of listing, subscription, signing and refund results
unified customerUnified Business Objectunified channelunified organizationUniform Rulesuniform authorityUnified Data
business resultsCustomer origin traceabilityCustomer ownership has rulesThe sales process is responsibleThe transaction result can be reviewed.
01 · Customer acquisition growth · Online sales office
Keep Projects Online 24/7 and Capture Every Incoming Lead
Use project brochures, floor plans, video, live streams, and marketing events to capture traffic from advertising, social media, and offline materials. Prospects can explore the project, consult an advisor, join events, and submit requirements at any time, while every lead enters one marketing platform for continued follow-up.
Connect content display, event acquisition, online consultation and customer retention to the same mobile portal.Project Content
Maintain projects, buildings, floor plans or available spaces, amenities, videos, and construction progress in one place.
Campaign Acquisition
Accept visits and leave requests through registration, coupons, live broadcasts and themed events.
Multichannel Lead Capture
Advertising, official account, Mini Program, QR code and real estate platform leads are unified into the customer pool.
Online Enquiry and Connection
Customers can ask questions at any time, advisors respond promptly, and every conversation stays linked to the customer's identity.
Behavior and Source Attribution
Keep track of views, activities, and inquiries to help consultants understand their concerns in advance.
cross-service reuse
In the park and asset management leasing, the same capacity can be configured as an online investment exhibition hall, replacing residential projects and apartment types with park space, industrial carriers, shops or office buildings.
Project content, apartment type or space, video dynamics and online consultation are placed in a unified mobile entrance.
Event registration, coupons, live broadcasts, and online consultation continue to convert access traffic to follow-up customers.
02 · Customer acquisition growth · Marketing expansion
Let Managers See Tasks, Field Activity and Customer Registration on Mobile
Marketing managers set goals, build teams, delineate areas and assign tasks online; Waituo personnel check in, execute tasks, report customers and record follow-up through mobile phones. What was done that day, where customers came from, and whether there were follow-up visits and transactions can be continuously reviewed.
Outreach is no longer just looking at the final report. Tasks, people, customers, and the conversion process can all be matched.Set Targets
Set expansion, visitation and transaction targets by project, team and cycle.
Build the Team
Allocate managers, specialists and temporary extension personnel to allocate areas and resources.
Execute Tasks
Exhibition tour, dispatching orders, business circle expansion, competitive product interception, online execution of circle and key customer tasks.
Monitor Progress
Location check-in, commuter clock in, track, point inspection and abnormal reminder.
Convert Results
Register a lead in one step, then continue through invitations, property tours, follow-up, and conversion.
cross-service reuse
Tasks, regions, trajectories, customer reports, and results analysis do not rely on residential transactions, and can be reused for leasing in urban renewal areas, visits to park enterprises, and customer expansion of existing assets.
Managers post tasks online, delineate areas, and place people and visitors on the same resource map.
The marketing specialist checks tasks on the mobile app, reports to customers, and continuously updates the visit and follow-up status.
Review the customer, visitor, and customer structure by team and cycle to determine which areas and actions are more effective.
03 · Customer acquisition growth · Channel steward
Validate Customers at Registration and Apply Rules to Viewings, Protection Periods and Commission
Put channel cooperation, customer reporting, automatic lead validation, on-site inspection, performance confirmation and commission settlement into one process. Brokers know whether the customer is valid and where the current progress is; the on-site team judges customer attribution according to unified rules, reducing collisions, interception and internal order and external fly disputes.
Rules are configured first, and the system then judges customers; there is a basis for customer ownership, and channel cooperation is orderly.Channel Partnerships
Establish channel database, cooperation scope, reporting rules and incentive policies.
Lead Registration
Support full or hidden number, single or batch reporting, and check customer progress.
Automated Lead Validation
Determine customer ownership in real time by reporting or visiting nodes.
On-site Viewing
Scan-to-register, property-tour confirmation, customer validation, and coordinated reception.
Performance and Commission
Performance confirmation, closing statistics, dispute appeal and process trail.
cross-service reuse
It is suitable for real estate channels, urban renewal partners, park investment channels, and asset brokerage cooperation, and converts the existing systems of each business into configurable, enforceable, and traceable rules.
Configurable Judge RulesReporting to a judge or visiting judgeFull number or hidden number reportingProtection period of different service nodesAnti-interception and suspected duplicate remindersUnsubscribe channel protectionRegular customer secondary reporting rules
Covering customer reporting, automatic lead validation, protection period and scan code confirmation; the typical project single confirmation process is shortened from 200 seconds to 40 seconds.
After the broker submits the client, the system returns the reporting and client attribution results according to the project rules.
Customer valid status, protection period, business progress and viewing code are all viewed in the same customer details.
04 · Customer acquisition growth · National marketing
Let Employees, Owners and Partners Refer Customers and Track Progress and Commission
The company first configures the participants, reporting rules and reward mechanism, and then mobilizes employees, old owners, partners and social brokers to recommend customers through activities and materials. Referrers can report online, check customer progress and commission status, and the project team continues to be responsible for showing, transaction confirmation and commission review.
Referral rules, customer progress, and commission results are all online, and more people are willing to continue to bring in customers.Registration and Verification
The recommender completes the identity and participation qualification certification.
Review Rules
Review projects, referral rules, and incentive policies at any time.
Refer Customers
Submit customers online and receive filing results.
Track Progress
Check the progress of visits, subscriptions, subscriptions, and signings.
Check Commission
After the transaction, initiate a settlement and check the settlement status.
cross-service reuse
It is suitable for customer growth scenarios such as employee recommendation, old owner recommendation, park enterprise recommendation, tenant referral, and partner referral.
After employees, owners, partners, or social brokers register, they can submit referrals directly.
The recommender can inquire about the progress of customer reports, visits, transactions and commissions, reducing repeated inquiries.
From referral reporting to commission issuance, the referrer and the project team work together in the same process.
05 · Visits and Transfers · Visitor Registration
Register, Validate and Assign Customers on Arrival
Sales or leasing staff first check in by scanning a code. When customers arrive at a sales office, leasing center, or park showroom, they register quickly on a tablet or with staff assistance. The system identifies new, returning, and channel customers, assigns the original owner or an available representative by rule, and carries the visit into follow-up and service evaluation.
Guarding the entrance to the customer's visit, customer ownership and reception responsibilities are clear from the first step.Staff Check-in and Scheduling
Confirm the on-duty consultant, leasing teams and reception sequence.
Rapid Visitor Registration
Name, mobile phone number, intention and source are configured according to business needs.
New, Existing and Channel Lead Validation
Automatically bring out the original customer, person in charge or channel reporting relationship.
Reception Assignment
The original person in charge received, temporarily showed or assigned in sequence.
Protection Period and Alerts
Support protection rules such as first visit and follow-up visit.
Visit Analytics
View visits, reception, staff workload and customer reviews.
cross-service reuse
The scene can be switched to a real estate case, an urban renewal investment center or a park exhibition hall, and the product continues to assume the responsibility of visiting the entrance, customer ownership, and reception.
After the customer enters the mobile phone number, the system judges the new and old customers and brings out the original person in charge or assigns reception personnel.
The consultant scans the code to sign in first, and the system confirms the staff on duty and the reception sequence accordingly.
After the channel customer shows the code, the reporting relationship and customer information will automatically enter the visit registration.
06 · Visits and Conversions · Mobile Sales
Advisers Manage Customers, Managers Manage Process and Directors See Performance
After entering the system for different positions, you can see your own work. Real estate roles can be switched to investment consultants, investment managers, and operations managers for parks and asset management, and continue to reuse customer, task, and conversion analysis capabilities.
Frontline staff spend less time on duplicate data entry, managers stay on top of execution, and directors always have a clear view of results.Real estate consultant/investment consultant
Know Who to Contact, What Matters to Them and When to Act Next
View customer assignments, visit reminders, overdue appointments, customer profiles, follow-up trajectories, and next steps; real estate scenarios can also view listings, sell control, and initiate subscriptions or subscriptions.
- Customer Entry, Lists, and Labels
- Follow-up record and next follow-up
- Customer attribution and visit messages
- Property and Available-space Search
- Business to-do and overdue reminders
Consultant Workbench
Customer details and ongoing follow-up
Sales Manager/Investment Manager
Track Assignment, Reclaiming, Overdue Leads and Transfers at Any Time
Allocate, recycle, and reassign by customer status to view overdue customers, follow-up anomalies, team workload, and full flow records.
- Customer allocation and recycling
- Overdue and abnormal alerts
- Team customers and follow-up volume
- Circulation track and responsibility check
- Storage and conversion process
Manager Process Management
Marketing Director/Investment Manager
Analyze Conversion by Team, Source, Visit and Intent
Examine customer structure, visits, sources, intentions, and conversions by group, region, project, and team, and identify key anomalies in projects and teams in a timely manner.
- Multi-level business view
- Storage and Intention Structure
- Visits and source analysis
- Project versus team comparison
- Key exceptions and reminders
Team and customer conversion analysis
35%Real estate consultant customer follow-up efficiency reference
65%Internal/Clerk Internal collaborative efficiency reference
35%Sales manager on-site management efficiency reference
Typical scenario reference values from Youma solution materials, actual results vary by business rules, organization, and scope of use.
07 · Real estate transaction collaboration · Intelligent collection
One Payment Entry for Reservations, Deposits and Property Payments
Link customers, listings, and receivables with collection actions, support on-site collection according to business scenarios, generate electronic documents, and synchronize results, reducing duplicate entry and manual verification.
As an optional extension of the property, it connects payment channels, electronic bills, refunds, and reconciliations.Consult smart payment plan- 01
Receivables
Link customers, listings, or business objects to receivables
- 02
Payment
Select accounts, fees and payment methods by permission
- 03
Documents
Generate receipts or tickets and support customer inquiries
- 04
Result Write-back
Synchronize customer, listing, and transaction records
- 05
Reconciliation
View details, exceptions, refunds, and discrepancy handling
Keep Existing Systems and Use Youma Marketing to Connect the Customer Journey
Before implementation, clarify what each system is responsible for, which data is the master data, when the process is triggered, and where the results are written back to avoid duplicate maintenance of multiple systems by the same customer.
Youke CloudYouma MarketingUnified customer processes, rules, responsibilities, and results
Advertising/media platformsDelivery, form, exposure, and campaign parameters
Access leads and channel parameters to return valid customers or conversion results
WeCom/WeCom SCRMCustomer relationships, conversations, content and reach
Synchronize customer identities, tags, session summaries, and follow-up tasks
CRM/Investment Leasing/SalesClients, business opportunities, space/listings, and the main transaction process
Two-way synchronization of customers, stages, business objects, and transaction results
Financial/Payment SystemsAccounts, vouchers, funds and financial accounting
Synchronize receivables, receipts, refunds, documents and reconciliation results
Data Platform/BIUnify metrics, analysis, and business decisions
Aggregate channel, visit, follow-up, conversion and refund data
Existing systemContinue to be responsibleYouma Marketing Connects
Advertising/media platformsDelivery, form, exposure, and campaign parametersAccess leads and channel parameters to return valid customers or conversion results
WeCom/WeCom SCRMCustomer relationships, conversations, content and reachSynchronize customer identities, tags, session summaries, and follow-up tasks
CRM/Investment Leasing/SalesClients, business opportunities, space/listings, and the main transaction processTwo-way synchronization of customers, stages, business objects, and transaction results
Financial/Payment SystemsAccounts, vouchers, funds and financial accountingSynchronize receivables, receipts, refunds, documents and reconciliation results
Data Platform/BIUnify metrics, analysis, and business decisionsAggregate channel, visit, follow-up, conversion and refund data
Customer stories
Channel management and customer determination
Channel management and customer determinationHopson Development
Put Complex Channel-validation Rules into the System
There are many ways of project channel cooperation, complex customer sources, and differences in reporting, visiting, protection period and customer attribution in different sites. Youma Marketing converts the existing channel system into configurable, executable and traceable system rules, and does not impose fixed rules on all projects.
- Support lead ownership decisions at registration or arrival, with full-number and masked-number reporting options
- Configure the protection period according to nodes such as reporting, visit, re-visit, subscription, subscription, and contract
- Add anti-interception, suspected repeated reminders, unsubscribe protection and regular customer activation rules
- The channel knows whether the customer is effective, and the scene knows what basis to judge
The focus of this caseFocus on how the channel system is converted into system rules, and how the traceability process is formed for reporting, judging customers, protection period, showing and dispute handling. The specific project scope and result data are subject to customer confirmation.
View Youma Marketing case FAQ
Focusing on online customer acquisition, channel reporting, visiting customers, customer follow-up and conversion analysis, explain key business processes and usage methods.
Q1 What problems does Youma Marketing mainly solve?
Youma Marketing addresses fragmented customer entry points, channel-attribution disputes, inefficient visit registration, limited follow-up visibility, and difficult conversion analysis. It connects digital acquisition, outbound prospecting, channel management, visits, and sales or leasing follow-up.
Q2 What is the difference between Youma Marketing and traditional CRM?
Traditional CRM is usually based on customer and business opportunity ledgers. Youma Marketing further cover online project presentation, extension tasks, channel reporting and lead validation, visit registration, mobile sales and team process management, and can connect customer processes to the company's existing investment leasing, sales, finance and data platforms.
Q3 I already have a CRM or sales system, can I still use Youma Marketing?
Yes. Existing systems can retain ownership of core customer, leasing, or transaction processes, while Youma Marketing manages digital acquisition, channel coordination, visits, and mobile sales. Data and workflow results can synchronize in both directions within agreed boundaries.
Q4 After the channel customer reports, how does the system determine the customer's ownership?
Organizations can configure lead ownership rules at registration or arrival, full-number or masked-number reporting, protection periods by stage, anti-poaching windows, duplicate-customer alerts, and withdrawal safeguards. The system applies the active rules and retains a complete decision trail.
Q5 Can online sales offices, channel stewards, and mobile sales be built separately?
Yes. Each sub-product can be built independently based on current issues, or it can be gradually combined with shared customers, business objects, organizations, and rules. The initial scope should be determined in combination with business priorities, existing systems, and data foundation.
Q6 Does it support unified management of groups, regions, and multiple projects?
Products can be organized by group, region, project, and position. Different projects can retain differentiated rules, while the group maintains a unified vision and management.
Q7 Will the AI in Youma Marketing automatically determine customer ownership or transaction results?
No. AI can be used for lead identification, summary of customer intent, follow-up recommendations, and marketing content assistance. Key results such as customer attribution, price, transaction, and funding are still confirmed according to corporate rules and human permissions.
Q8 Can park investment, urban renewal, and asset leasing reuse this set of capabilities?
Yes. Online customer acquisition, extension tasks, channel reporting, visit registration, customer allocation, follow-up reminders, and conversion analysis are universal, and "housing" can be replaced with park space, shops, office buildings or other asset objects. Real estate professional trading capabilities will continue to be undertaken by the existing investment leasing or trading system.
Youma Marketing Product Demo
See Youma Marketing Applied to Your Acquisition and Conversion Workflow
Select a real-life scenario in real estate marketing, urban renewal leasing, park leasing, or asset leasing, and we will demonstrate the product according to your channel, lead validation, visit and follow-up rules, and explain how to connect to existing CRM, investment leasing, or sales systems.