Customer management

Rapid communication

Call, schedule and send text messages to customers within the scope of authority to communicate quickly;

360° management of enterprise customer resources

Visit customers, positioning and navigation;Quickly add customers, associate merchandising, etc., to achieve 360° management of enterprise customer resources。

Instant communication

Contact person

Systematic and centralized management of relevant contacts of enterprise customers;Different businesses to find different people to communicate, payment to find the financial department, market cooperation to find the Marketing Department, to find the right people to do the right thing!Phone communication, sending text messages, writing schedules, simple and fast。

Address book

Enterprise internal staff, agents communication data management。Use it to store the information of employees or agents, not only as long as you can enter the wechat terminal of our CRM system, find the phone number in the address book, and contact and communicate at any time。

Sales control is convenient and efficient, and information is freely passed through

Sales management

Through the mobile terminal, the sales documents within the scope of authority can be tracked and managed, and the sales progress record can be filled in at any time, and the management or authorized employees can comment and express their views。New business opportunities are directly established through wechat, and business management is convenient and efficient。

Operating statement

Visually display team schedule summary, account manager's new customers, new customers, new orders, statistical analysis of the documentary stage, analysis of the expected transaction amount of the documentary, ranking of the transaction amount, attendance detail statistics, etc，Management can quickly understand the overall business situation of the company，Make more accurate marketing decisions based on data;Employees can be more timely and systematic to understand the progress of work， Make quick adjustments and countermeasures。

Mobile OA platform, team work

Work schedule/to-do list/work track

Help employees to manage their daily work in a more organized and clear way. Superiors can view all schedules, work saturation and work attitude of employees within the scope of their authority。

Target performance

Create standardized work patterns。Manage the operator's work plan, work execution report and work track within the scope of the operator's authority, and score the subordinate employees according to their work plan submission, work saturation, etc., and conduct performance evaluation。Create a high execution of the target management system!