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Leanx Platform™

Leanx Platform™ is a customer data platform that offers a comprehensive customer ecosystem capable of scaling effortlessly as a business grows. Organisations can deliver end-to-end revenue management throughout the entire customer lifecycle and centralise all customer data on a single platform to gain a complete customer profile, enhance customer relationship management and drive business growth.

Product Modules

Marketing

Cross-border Digital Marketing

Sales

Global Direct Sales and Channel

CPQ

Advanced Configuration Quotation

Fulfillment

Order/Project Fulfilment

Services

Customer Service and Delivery

Planning

Sales & Ops Planning

Revenue

Revenue Management

Analytics

Business Intelligence

FAQ

Architecture

Pricing

安全合规

Architecture

Mobile App

Chatter App

Leanx Agent™

Leanx Agent™ is an enterprise-grade AI solution based on Agentforce that spans the Salesforce Platform. It connects customer data, organisational knowledge and business processes, enabling AI to move beyond simply answering questions to assisting with decision-making and ensuring secure execution.
Solutions

Renewable Energy

PV and New Energy

ESS Energy Storage

High Tech

Telecom Equipment

Electro and Intelligent Hardware

Life Sciences

Life Science Engineering

Medical Device

Advanced Mfg

Large-scale Equipment

Auto and Parts

Services

Consulting and Tech Service

High-end Professional Service

Co-creation

Participation into Co-creation Plan

If your industry has not yet entered the our industry solution list, you can use a low-cost and flexible framework service agreement to have our product team conduct in-depth on-site business research and create personalized solutions suitable for the team.

发现更多方案

At what stage is the enterprise's cross-border business?

Just Entering the Global Stage

Establish overseas marketing, sales and customer basis

Suitable for:
· Just Entering Overseas
· Establish Overseas Sales System
· Establish Overseas Sales System
· Unified Overseas Customer Data

Entering the Stage of Global Growth

Unify global customer, sales and channel management.

Suitable for:
· Having Overseas Sales
· Sales Team in Multiple Countries
· Multiple Regions and Channel
· Rapid Growth of numer of customers

Accelerating Global Scale Stage

Multiple countries, languages, channels and global compliance.

Suitable for:
· Business Split in Multiple Countries
· Support Visits in Multiple Languages
· Data Support in Multiple Currencies
· Support Mulitple Channels
· Global Data Compliance

AI Enterprise

Become an Agenetic Enterprise and use AI agents to restructure global sales and operations.

Suitable for:
·Have established a global business system
· Hope to utilize AI agents

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Business Management

LTC Lead to Payment Collection Management

From potential customer leads to payment collection, connect the complete revenue mainline of the enterprise.

Global Sales Management

Unify global customers, business opportunities, sales regions, goals and forecasts, and promote the scale growth of cross regional sales teams.

Global Channel Management

Manage agents, distributors, and partners, from partner access, regional authorization, business opportunity reporting to channel performance, to enhance global channel coverage and collaboration efficiency.

Key Accounts Visit Management

Manage customer coverage, visit plans, iron triangle business opportunity teams, visit minutes, and next steps to truly drive business opportunities with each customer visit.

Customer Services

Global Customer Service System

Establish a consistent customer service system across countries, regions, and languages, connecting pre-sales, delivery, after-sales service, and customer experience

After-sales Service Management

Manage customer work orders, equipment assets, maintenance, on-site services, spare parts, and service history to improve after-sales service efficiency and customer satisfaction.

Service Project Management

Manage resources, tasks, budgets, costs, schedules, acceptance, and billing in professional services and client projects.

Self-assisted Customer Service Sites

Provide customers with self-service entrances such as knowledge base, service application, project progress, work orders, and information inquiry.

Business Analysis

Income Life-cycle Management

Manage complex configurations, pricing, quoting, contracts, subscriptions, orders, billing, and revenue processes to improve Revenue Operations efficiency

Order Fulfillment Management

Establish a transparent and traceable order fulfillment system from order confirmation to delivery, installation, acceptance, and completion.

Enterprise Performance Management

Linking strategic goals, departmental goals, business indicators, and actual execution results to support the continuous operation and review of the enterprise.

Financial Analysis & Planning

[BI] supports budgeting, forecasting, revenue, cost, profit, and cash flow analysis, providing management with a basis for business decision-making.

Architecture

Global Intelligent Enterprise Infrastructure

Building a unified enterprise infrastructure for global business and AI agents based on Salesforce Platform, supporting international operations, unifying organizational, application, data, process, and permission systems, and connecting enterprise knowledge and business capabilities to support global scale operations.

Enterprise Platform and AI Engineering Governance

Establish a full lifecycle development, testing, release, environment, change, and technology asset governance system, and integrate AI agents and automation capabilities into a unified AI Engineering lifecycle to achieve standardized governance from requirements, development, testing, evaluation to production release, monitoring, and continuous optimization.

Enterprise System Integration

Connect Leanx with other core systems such as ERP, MES, PLM, finance, and OA, unify APIs, events, data synchronization, and cross system business processes to reduce system silos.

Identity, Safety and Permission Governance

Establish a unified identity SSO、 Multi factor authentication, role permissions, and data access governance system support global organizations to securely and compliantly access enterprise systems and data.

Marketing Acquisitions

Overseas Ad. Acquisition

Through overseas advertising channels such as Google, LinkedIn, Meta, etc., target customer reach, form acquisition, Landing Page conversion, and re marketing are carried out, and advertising prospects are unified into the customer and sales system.

Overseas Email Marketing

Targeting overseas B2B customers through customer segmentation, email outreach Newsletter, automated follow-up, behavior tracking, and effectiveness analysis to continuously cultivate potential customer leads and drive the conversion of Prospect to Pipeline

Market and customer segmentation

Identify the target market, ICP, Customer segmentation and prioritization help businesses clarify 'in which market and what customers to find'.
Learning
Blogs

eBook

Xiazhi Academy

Trailhead

Partner Learning Camp

Blogs

AI & Agentic Enterprise

Global Business

Business Operations

Enterprise Architecture

Glossary

Course

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Trailhead Course

eBook

Product White Book

All eBook
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Customer Success

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Training

Partner Success

Customer Success

Customer Success

Professional Implementation

Customer Support Plan

System Integration

Expert Participation Mode

Help Desk

Product Knowledge Base

After-sales Support

Customer Deliverables Management

Project Source Management

Project Document Management

Xiazhi Connect+

Partner Support

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Technical Support
WeChat Scan to contact Product & Technical Support, or call (+86) 400-668-7808.
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Company Profile

XIAZHI ("XIAZHI") was founded in February 2015, headquartered in Lujiazui, Shanghai. It is a company approved by the State Administration for Market Regulation and provides global sales and operation software technology. Through self-developed Leanx ™ Cloud native AI technology, fully empowering Sales and Operation Collaboration System.Solution covers Global Salesforce codeless platform,Customer Relationship Management (CRM),Customer Service Management (CSM),Dealer Management System (DMS),Marketing Automation (MA),Collaborative production, supply, and sales (S&OP),Business Intelligence Analysis (BI).Know more about company

Leanx Product

Leanx is based onSalesforcea smart sales and operation software developed on the platform, with "on-time"+"automation"+"intelligence" as the core concept, creating a closed-loop management of the entire value chain from "sales performance after-sales payment", to assist enterprise globalization to achieve lean growth. Products cover nine functions includingSales,Customer Services,Order Management,Engineering Projects,Supply Chain,R&D,Inventory,financeandData Analysis, with Lean connect the whole teams,data,systemandinsights continuously adapting to changes, transforming operational methods, and reshaping value creation. Leanx operates in 10+large data centers worldwide, providing secure, reliable, and agile AI CRM technology.
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Industry Insights

The Role That Could Shape Salesforce’s Next Decade: Forward Deployed Engineer (FDE)

夏智科技 2026年11月11日

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专题 Day: November 11, 2026

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