CRM Customer Business-Contact Tracker

CRM Customer Business-Help you improve the quality and efficiency of customer service. Intuitive and easy-to-use customer contact address book, unified management of all your customers and partners. Supports simultaneous operation of multiple users and multiple shops (companies/teams), real-time synchronization of data, and one administrator (boss) corresponding to multiple sub-users (employees) for management.

Cloud server blessing: Use internationally renowned big brand cloud servers. The cloud server saves you a lot of IT equipment costs, and also ensures data security and convenience.

Administrator rights: The administrator can modify all sub-user data, and the sub-users can only modify their own data. The administrator can add multiple sub-users. The administrator can delete and modify sub-users. The administrator can set the permissions of the sub-users. Sub-users cannot be registered and can only be added to the corresponding group or company through the administrator.

Main functional modules: Customer management. Contact management. Customer service follow-up records. Customer problem feedback record. Product information management. Product quotation management. Sales order management. Order product management. Sales opportunity management.

Customer Management: Manage all your customers through tag, status, industry, and 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 every customer service follow-up record to ensure that the service solution is recognized by the customer. Support condition filtering and time period filtering records.

Customer problem feedback management: record all customer problem feedback, so that the problem can be solved better. Support condition filtering and time period filtering records.

Product information management: Create your products, provide quick choices for sales orders and product orders, and automatically count the amount and data.

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

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 condition filtering and time period filtering records.

Ordering product management: ordering the required products for customers, as well as summarizing the order quantity and amount. Support condition filtering and time period filtering records.

Sales opportunity management: grasp every sales opportunity, solve customer needs, and obtain the final transaction. Support condition filtering and time period filtering records.

Most of the data supports condition filtering and time period filtering records. Clear customer, item, and amount statistics report. Basic data management. Quickly retrieve data. Easy-to-operate UI design. Cloud sync data. Account password protection.

Adapt to dark mode. More features are under development. More functions are not listed, please download and experience.