Keyou CRM Customer Relationship Management Software Professional Edition

Keyou CRM customer relationship management software is divided into: Professional Edition, Standard Edition, and Popular Edition.

Main functional modules

1: Customer resource module - records the customer's detailed information and gives customer repeated identification tips; all information related to the customer can be viewed on the same page;

2: Sales action module - provides diversified transaction methods and sales process management; accompanied by corresponding reminder functions; statistics of received and receivables, and real-time tracking of collections.

3: Customer service module - call center, service process management, handling of consultation and complaint information and customer return visits;

4: Market analysis module - divide the customer groups according to their attributes, so as to find targeted target customers in the process of product promotion and provide clear data guidance for the previous sales;

5: Office management module - assists system users to do daily work and understand corporate information in a timely manner; at the same time, they can create or upload files and share them with others for viewing, and all uploaded documents can be viewed in the knowledge base module;

6: Report Center - Powerful report query allows you to understand the operation and management of each business link of the enterprise in detail. At the same time, the system supports customization and report export functions to further meet user requirements;

7: Customer attributes can be customized; support for hierarchical relationship management and personalized import and export of customer data and product data

8: Supports group text messages and emails and pop-up recording of incoming calls; and supports scheduled sending and archiving of text messages.

9: Supports full-field query and self-definition of query conditions. Common query conditions can be used as a quick query channel for saving;

10: Sales Dashboard - Visually displays sales progress, clarifies individual and team sales trends, predicts the results of the current period's goals in advance, and assists sales managers to take remedial measures in a timely manner.

11: Data backup and restoration - Enterprises can choose backup tools in the database or system to back up data as needed to ensure data security when emergencies occur.

12: System initialization - specify the module and clear previous invalid data.

13: High seas customers - Customers who have not been contacted within a period of time will automatically belong to the public pool. At the same time, the salesperson can also transfer some high seas customers to follow up on their own.

14: Customer search query - After collecting customer information, you can use the search function to query whether the customer already exists in the system; thereby reducing repeated follow-up and causing trouble to customers.

15: Email reception and archiving - seamlessly integrates with Outlook to realize email reception and archiving, making it easier to search for correspondence.

16: Encryption lock - Use encryption lock to log in for identification and ensure data security.

17: Added activity management - Enterprises can customize activity types and record all activities related to customers in one module. It is also equipped with auxiliary functions such as activity reminders, activity transfers, leadership evaluations, and activity correlations.

18: Review process settings - Enterprises can customize their review processes for quotations, orders, contracts, expenses, outbound visits, market activities, etc. to meet the company's own process specifications.

19: Customer source customization - Enterprises can count the source channels of customers through marketing activities or customized source types to ensure the smooth development of promotion activities.