JennyCRM Customer Relationship Management
An AI-native customer relationship management product — customer public pool / follow-up / opportunity funnel. From a single lead to a closed deal, one system handles it all.
JennyCRM is a standalone, AI-native CRM product from Jenny (standalone site jennycrm.com), and at the same time the "customer-management hub" reused across Jenny's various business systems. It manages the full sales pipeline of customers, contacts, follow-ups, and opportunities, and makes AI the foundation of the product rather than a decoration.
How to activate
JennyCRM is now listed in the fabric software's App Market: left menu "Enterprise Operations → App Market" → find the "CRM Customer Management" app and purchase it to activate (go by the App Market's price on the day). Once activated, a "CRM Customer Management" entry appears under "Opportunities" in the left menu — click it to enter jennycrm.com with no separate login, no extra registration or password needed.
JennyCRM is still under intensive development and rapid iteration. This article is a product introduction, not a complete operation manual — the actual views, buttons, and flows depend on the version you see.
How does it relate to "business contacts" in the fabric software?
This is the easiest point to confuse, so let's clear it up first.
The feature in Jenny Fabric Software for managing customer/supplier records is called contacts — it has 9 types (customer, finished-fabric supplier, greige supplier, processor, dye house, etc.) and uses the "owner" mechanism for data permissions, primarily serving inventory and production document creation: only whoever owns a given customer can see that customer's sales notes, receipts and payments, and money flows.
JennyCRM is not a module inside the fabric software, but an independent product line. The relationship between the two is:
| Fabric software "contacts" | JennyCRM customers | |
|---|---|---|
| Positioning | Customer & supplier records within fabric inventory/production | Customer master data of a standalone CRM product |
| Perspective | Transaction and document-creation perspective (documents, debts, money) | Sales perspective (lead → follow-up → opportunity → deal) |
| Data | One set of data inside the fabric system | A separate, independent set of data, which can be synced from fabric "contacts" |
| Added capabilities | Owner / data permissions | On top of synced customers, adds: customer tier, star rating, tags, public pool, follow-up records, opportunity funnel |
| Belongs to | Jenny Fabric Software | Standalone site jennycrm.com |
In short: fabric "contacts" answers "who manages this customer's documents and money"; JennyCRM answers "where this customer came from, what follow-up stage they're at, and how likely this deal is to close." The data of the two can be connected, each handling its own part.
Same account set
JennyCRM reuses your Jenny account — enter from Jenny Software with no separate login, and the password is not stored separately on the CRM side. Teams already using Jenny Software don't need to register a separate account.
Core capabilities at a glance
👥 Customer management
- Customer records — filter and manage by dimensions such as customer tier, industry, and source
- Duplicate check — automatically compares before creating a record, avoiding entering the same customer twice
🌊 Customer public pool (multi-person collaboration without overlapping leads)
Put customers that no one is currently following up into the public pool, where salespeople claim them on their own; after being claimed, a customer that goes without follow-up for a long time is automatically returned to the public pool, so leads don't "go dormant" in any one person's hands. This is the core mechanism for multi-person sales teams to prevent overlapping leads and keep leads active.
📇 Contacts and follow-up records
- Contacts — multiple contact people under one customer
- Follow-up records — every call, visit, and communication leaves a trace, with support for follow-up templates for quick logging
🔻 Opportunity funnel (a real sales pipeline)
This is the core of JennyCRM.
- Sales stages — manage opportunities by stage (initial contact → proposal → quotation → deal, etc.)
- Drag on the board to change stage — drag opportunity cards to the next stage like a kanban board
- Funnel view — see at a glance how many opportunities are in each stage and where they're stuck
- Weighted forecast — weight opportunity amounts by stage win rate to estimate future revenue
🏷️ Tags · import/export · reports
- Tags — tag customers for flexible grouping
- Excel import/export — bulk customer data in and out
- Reports — customer distribution, opportunity analysis, follow-up statistics, and to-do reminders, with your sales situation visible on a single screen
📧 EDM email marketing
Built-in email marketing: email templates + SMTP configuration + bulk send, reaching out to customers after grouping them.
🤖 AI-native capabilities
JennyCRM makes AI the foundation of the product, not a plugin added afterward:
- Paste to create a record — paste a piece of text (business-card info, chat logs, the other party's introduction), and AI automatically parses it into a structured customer record
- AI customer briefing — automatically summarizes a customer's situation, to review before following up
- Copilot Q&A assistant — query your CRM data in natural language
- Daily briefing — automatically generates a daily summary of "who to follow up with today and what to-dos there are"
How to enter / how to use
- Activate: left menu "Enterprise Operations → App Market" → find "CRM Customer Management" → purchase to activate (go by the App Market's price on the day).
- Enter: once activated, a "CRM Customer Management" entry appears under "Opportunities" in the left menu (hover to expand) — click it to open jennycrm.com in a new tab with no separate login, carrying your current login identity, no extra registration or password.
- Who can use it:
- Company owner: visible and usable right after activation;
- Employees: tick the "CRM" permission for their role under "Personalization → Role Management" (this new permission is unticked for all roles by default, including admins); only then do employees with that role see the CRM entry.
You can also open the standalone site jennycrm.com directly in your browser.
Still under intensive development
JennyCRM's views and features are still iterating rapidly, and this page is only a product introduction. If you have questions, contact us via the customer-service button within Jenny Software.
Related
- The customer/supplier records and permission mechanism of the fabric software: Contacts & Data Permissions
- Standalone site: jennycrm.com