crm client

The Cloud Ladder Moving and Transportation Service Management System is another member of the Cloud Ladder System. It is mainly used in the moving and transportation service industry. It covers six powerful management module functions: personal office, sales management, customer service management, warehouse management, financial management, and personnel management to fully meet your daily management needs.

Function introduction

1. Personal office:

SMS management: It stores SMS messages sent by customers, which can be easily found, searched, etc.

Email management: It stores email information sent by customers, which can be easily found, searched, etc.

Instant Messenger: Built-in online chat tool.

Home page: The home page of the workspace. You can place some important information on the top of the home page.

My files: Stores uploaded files.

Password modification: The user changes the password when logging in.

Favorites folder: You can collect information you need on a daily basis.

Notepad: can record the information you need in daily life.

Notepad: Can record work arrangements and set reminder times.

News: You can view information released by managers.

2. Sales management:

Customer list: Add customer information and perform operations such as modifying, reminding, sharing, searching, deleting, etc. on customers.

Visit record: Registration of customer visits.

Order 1: Quote the customer's move, select the moving type, fill in the quoted price, and check whether the quote is successful.

3. Customer service management:

Order 2: After successfully quoting the customer, after transferring from Order 1, the customer service staff will fill in some regional quotations, such as local fares, material fees, etc.

4. Management of the Ministry of Foreign Affairs:

Order 3: After the customer service fills in the quotation, the foreign affairs department fills in some parameters, such as volume, goods entering the warehouse, goods leaving the warehouse, etc.

Order 4: After the customer service fills in the quotation, the Foreign Affairs Department fills in the vehicle information and the expenses incurred for vehicle use such as parking fees and gas fees. Tolls, maintenance fees, etc.

Order 5: After the customer service fills in the quotation, the foreign affairs department fills in some materials used in the move, and the system automatically calculates the cost of materials used in the move.

2. Warehouse management:

Material purchase order: The Ministry of Foreign Affairs purchases materials, fills in the material purchase details, and submits it to finance.

Material purchase order details: product details of the material purchase order, involving the unit price, quantity, etc. of the product.

Supplier list: Some supplier information for purchased products.

Inventory: The warehouse of the product, some detailed information on the product, including the number of outgoing warehouses, the number of incoming warehouses, etc., information related to material purchase orders, item consumption, etc.

Material consumption details: Store the list of consumable materials filled in order 5, and calculate the amount.

5. Financial management:

Summary list: Calculate all costs from order 1 to order 5.

Fixed assets table: Enter the company's fixed assets into the system and manage the assets.

Financial account: Enter the financial account in advance, and for purchases, the amount can be depreciated, the amount increased, etc. when receiving payment.

1. Accounts receivable module:

Sales receivables: Collect the amount of the order. Select an account when collecting payment, and the amount will flow into the selected account.

2. Accounts payable module:

Monthly wages due: Enter the employee wages that need to be paid in the system. Supports its salary calculation, which can simulate salary deductions in the system.

Field accounts payable: All expenses incurred every time you go out are entered into the system. After the system performs statistical calculations, simulated payments can be made through the system.

Material purchase payables: simulate payment for purchase orders.

6. Personnel management:

Attendance management: When employees log in, they can check in to the system on the homepage. Administrators can refer to their check-in time, late time, check-in IP and other important parameters here.

Employee list: The employee list is related to the monthly salary payable. It can add employee information and manage employees.

1. Employee file module:

Record of rewards and punishments: record employee rewards and punishments.

Training records: record employee training status.

2. Recruitment management module:

Talent database: Record the personnel interviewed by the company, which can be used as the company's talent pool.

Software features

Developed based on Microsoft .net platform, using B/S architecture, it can be used within a local area network or across regions on the Internet.

Custom categories and modules

Categories and modules can be customized. If you want to add a category, you don’t need to contact the developer. You can add the module you want by yourself. The module can adjust the category, set the icon and whether to display it on the desktop. You can set special conditions for the module. It can realize the multi-department review function of the record. Modules and categories will be stored in the recycle bin after deletion. When needed, the open interface can be restored directly from the recycle bin, and development can be freely expanded.

You can freely choose management modules such as crm, purchase, sales and inventory, oa, erp, etc. You can choose to integrate some modules and discard modules that have no effect.

I don’t know which module the data is in! It doesn’t matter, comprehensive multi-table joint query can be found anywhere and there are too many search conditions! It doesn’t matter. Fine condition filtering can help you find data more accurately. Precise time filtering can be accurate to the beginning or end of the day. The query conditions can also be saved to the shortcut bar for easy viewing in the future.

Multi-authority subdivision control can control authorized role permission settings from the data range and module function range at the same time. Permission settings can be subdivided into fields by setting the user's role, which can more effectively protect the security of corporate customer resources and business information.