CRM Customer Business+My Order

CRM Customer Business - To help you improve the quality and efficiency of customer service. Intuitive and easy-to-use customer contact directory to manage all your customers and partners in one place.
Increase lead conversion rates, communicate with customers, and drive business growth.

Main functional modules:
Customer management.
Contact management.
Customer service follow-up records.
Customer problem feedback record.
Product Information Management.
Product quotation management.
Portfolio Quotation Management.
Sales order management.
Order product management.
Sales Opportunity Management.

Customer management:
Manage all your customers by tag, status, industry, customer source organization. Customer business is associated with all contacts, follow-up records, problem feedback, product quotations, sales orders, ordered products, sales opportunities, etc.

Contact management:
Multi-dimensional construction and expansion of customer information.

Customer service follow-up management:
Record each customer service follow-up record to ensure that the service solution is recognized by the customer.
Support conditional filtering and filtering records by time period.

Customer problem feedback management:
Record all customer's problem feedback, so that the problem can be solved better.
Support conditional filtering and filtering records by time period.

Product Information Management:
Create your products, provide quick options for sales orders, product orders, and automatically count amounts and data.

Product quotation management:
Each product has a fixed price, and each product should also have a different selling price for different types of customers.
Provide you with the original price and the latest quotation.
Support conditional filtering and filtering records by time period.

Portfolio Quotation Management:
A quotation can select multiple products for quotation and statistics at one time.
Select the product quotation, you can modify the latest price and quantity, and automatically calculate the total amount.
The quotation can add the amount of the whole order discount.
The product entry of the quotation can be removed.

Sales order management:
Sales orders can add multiple product information to the order list at one time, and automatically count the total quantity and total amount.
Support conditional filtering and filtering records by time period.

Order product management:
Order the required products for the customer, and summarize the order quantity and amount.
Support conditional filtering and filtering records by time period.

Sales Opportunity Management:
Grasp every sales opportunity, solve customer needs, and get the final deal.
Support conditional filtering and filtering records by time period.

CSV export of all data; including customer, contact, product information.
With iCloud sync and backup enabled, data can be shared with the macOS version.
Most data supports conditional filtering and filtering records by time period.
At-a-glance customer, item, and amount statistics reports.
Basic data management.
Quickly retrieve data.
User-friendly UI design.

更新履歴
Add multiple localization languages