The source code is a fully functional flagship version that is not a free online version. It has no encryption and domain name restrictions, and can be developed in two ways.
Self-use version (Import database for installation. Modify some practical fields, mobile phone pictures, specifications, etc. of inspection forms)
Help manage the company's business, track customers throughout the entire process from marketing, sales, procurement, inventory, after-sales and other aspects, and improve customer satisfaction.
·A. Unified recording and management of customer data, no longer worrying about data loss
·B. Search and find customer information anytime and anywhere, and contact customers in time
·C. Automated statistics and analysis of customer information, sales, etc.
·D. Comprehensively grasp the company's business information to avoid customer loss caused by personnel resignation
·E. Automate company business processes through CRM system workflows
product advantages
CRM is divided into ten modules and five small modules, including clues, customers, business opportunities, contracts, finance, sales, procurement, inventory, products, tasks, schedules, knowledge, logs, in-station letters, and marketing.
Covering the complete operating process in the actual operation of small and medium-sized enterprises. In the clue module, employees can be set to receive clues within a limited time limit. If clues are not utilized within the specified time, they will automatically enter the clue pool.
Avoid idle waste of resources; the customer module has advanced filtering functions to improve customer classification query efficiency;
The settings of custom module fields can be added and deleted as needed. The user-friendly settings make the work more convenient.
customer management
Support customer data entry, editing, sharing and customer transfer. Through email, text message and other functions, you can better maintain your customers.
approval process
Support general approval, leave approval, travel approval, reimbursement approval, etc. Perfectly realize the efficient workflow of paperless and mobile approval for enterprises!
sales process
In a sales-led enterprise, it is important to control the sales process and sales results in real time. It helps managers rationally design the overall development route and development policy of the enterprise.
custom fields
Custom fields in CRM are also called the "open model". Users can add needed fields, remove useless fields, and
Make CRM more in line with enterprise requirements and achieve personalized customization. Through a series of operations of adding, editing, and deleting fields, the purpose of meeting the personalized needs of enterprises is achieved.
Purchasing, sales and storage function
CRM's online invoicing and inventory management function seamlessly integrates sales, inventory and finance related modules, providing complete sales cycle management functions,
Achieve strict and efficient management of each process of purchasing, selling and warehousing, such as purchase warehousing, sales warehousing, customer return, collection and payment, inventory gain and loss.
[New]
1. Add quotations (you can quickly generate contract content through basic information of business opportunities customers);
2. If the contract is created successfully, the business opportunity status will automatically change to "success" and the customer will automatically "lock in";
3. If the contract is approved,"Accounts Receivable" will be automatically generated;
4. After the receivables are created, you can set up payment plans at different times (there will be a message from the station to remind you when due);
5. After the contract is created, an "delivery order" will be automatically generated and the delivery order can be printed. After the "delivery order" is reviewed, the warehouse manager can perform delivery operations
6. When adding a collection order, you can select "Whether the invoice has been issued"(you can set whether to select this field in the configuration)
7. Add inventory journal, transfer orders and other contents to the "Purchasing, Sales and Deposit" module
[Optimization]
1. Authority issue: The salesperson creates a collection slip, and the finance department is responsible for reviewing it.
2. Deactivate the user, and "Approval Statistics" will not be displayed
3. When completing the work order review, add fields such as "Rating, Satisfaction"
4. Create knowledge according to the department and set up the classification office for viewing knowledge
5. Color optimization of approval and task progress status
6. Optimize organizational structure effects
7. Optimization of the next contact time and the effect of the next contact content on the clue, customer, and business opportunity list page
8. Optimization of push content of approval information
9. Optimize UI effects such as tags and latest developments
[Repair]
1. Each module details "return" effect bug fixes
2. Fix that address search cannot find the area
3. Fix the effect of customer industry drop-down selection
4. Fixed that customer exports cannot be selectively exported
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