Function introduction
Customer data management
Supports multi-level management, salespersons operate their own customers, department level operates their own department or subordinate departments
Support customers’ import, export, and printing
Support batch assignment of customers to designated sales personnel
Support mobile phone text messages and email sending
On the same page, select a customer to see relevant contacts, tracking information, collections, contracts, etc.
Customer follow-up and reminder
Customization of tracking stages, such as initial communication, in-depth negotiation, contract signing, after-sales service, etc.
Tracking information is automatically saved as my transaction management for easy management
Support querying customer tracking information by time period
When logging in, the customer information that needs to be followed up and the follow-up record of this customer will automatically pop up.
Customer Contracts and Collections
Support contract attachments for easy query
Early reminder when contract expires
Quickly check payment status
Office automation management
Supports sending text messages and emails to customers and employees
Task management, quick viewing of my tasks and assigned tasks, support SMS reminders
Daily affairs management to keep work in order
Support viewing subordinate affairs
Supports multi-level approval and can check the approval status in real time
Supports file uploading, uploading and sharing functions
Permissions and system settings
Supports multi-level permissions and ultra-detailed permissions
Support login log management
Supported data backup, initialization and restoration, etc.
Software features
1. Close to reality and practical first
Starting from the actual application of the enterprise, deepening the accuracy
Respond to user needs in a timely manner and quickly optimize and upgrade
2. Use anytime, anywhere
Support stand-alone, LAN, remote access
You can use it on business trips or at home, and the data is updated simultaneously.
3.Easy to use
Beautiful interface, clear structure, quick to get started
If you have any problems during use, get online help at any time
4. Save money and worry
Direct sales at factory prices, reducing intermediate links and saving money when purchasing software.
Original factory service, worry-free throughout the process, more peace of mind
Useful
Useful
Useful