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Individual is a single seat: unlimited capture, profiles, and Q&A, with knowledge cards and AI predictions fully open. It suits sales reps and consultants who work solo. Team adds a shared team knowledge base, role-based permissions, and data handover on departure, priced per user. Customer assets accumulate at the company level, so it suits teams that need to collaborate.

Transport uses HTTPS / TLS encryption, original files are encrypted at rest, and WorkLog originals use field-level encryption. Enterprise also supports access log auditing and private deployment.

No. Customer assets accumulate at the company level. When a member leaves, the related companies, contacts, and projects stay in the team knowledge base and hand over smoothly.

A traditional CRM relies on people filling in forms, and the information sits in dead fields. Youdian uses AI to extract entities automatically and build backlinks (like Obsidian backlink notes), turning records and files into a customer profile and knowledge base that grow. Once enough accumulates, it can even help you anticipate the next step, not just store data.

After you upload files such as PPT and PDF, AI breaks them into individual knowledge cards, backlinked to the matching customers and projects. New files also update the related older cards. Q&A cites these cards to answer, originals are always kept for review, and a good answer (such as a comparison of two products) is saved as a new card with one click. AI also runs regular health checks to clear out conflicting numbers and stale quotes. The knowledge base gets richer and fresher the more you use it.

Yes. We support importing common customer and contact data, and Team and Enterprise also offer migration assistance. Your data is always yours and you can export it anytime.