
A very powerful CRM mobile office system with many functions and a simple and atmospheric interface! With mobile phone self-adaptation, it can be packaged into an APP.
Function list:
customer management
lead management customer management Leads, customer pool (high seas) contact management
custom scene views Multi-conditional advanced search Information import and export
Communication Log Follow up record Customer Reminder Customers at the top Customer transfer and sharing
Recovery due Limit on the number of customers managed Customer collection cycle management
opportunity management
Opportunity View Business opportunity progress Communication Log Business opportunities top Business opportunity grouping
Multi-conditional advanced search
contract management
Contract Order View audit management contract renewal Contract template printing
Multi-conditional advanced search
financial management
receivables payment slip payables payment doc invoice management
bank card management Payment progress Multi-conditional advanced search
product management
custom classification Product import and export Product loading and unloading Multi-conditional advanced search
data analysis
clue data analysis customer data analysis Customer process analysis Customer Results Analysis
Performance management analysis employee office statistics Employee log analysis
office management
work log Office approval knowledge base announcement management Location check-in
schedule Automatically generate schedules task management address book
marketing Management
mail transmission
message management
internal message Remind assistant
system settings
organizational structure management rights management user management
Custom field settings (leads, customers, contacts, opportunities, products, contracts)
Business parameter management Office approval process Contract approval process
bank account management Contract template design
mobile side
Mobile device adaptive front-end page
Comments0