1) Case management. Case progress status management enables management to understand the status of the case in a timely manner. Case file management makes it easier for lawyers to search and archive.
2) Customer file management. Detailed profiles can be created for both corporate customers and individual customers.
3) Market management. Can manage market development plans, marketing activities, potential customers, daily market work records, etc.
4) Business opportunity management. Manage the tracking process and progress of business opportunities.
5) Contract management. Contracts are managed by category. It also provides functions such as contract expiration reminders.
6) Financial management. Manage receivables, due receivables, and collection records.
7) Customer relationship management. Carry out hierarchical management of customers and manage daily customer relationship maintenance.
8) Customer service management. Manage customer inquiries, complaints, and proactive services.
it works
it works
it works