Product Overview
The system is a practical management tool designed for business sales teams, focusing on core daily sales tasks including customer management, lead follow-up, contract management, payment tracking, performance statistics, and approval workflows.
The system is easy to operate and fully meets actual business needs. It helps enterprises standardize sales processes, manage customer resources uniformly, analyze business data clearly, and improve team efficiency and customer management capabilities.
Core Functions
✓Customer Management
Customer information management
Customer follow-up records
Customer pool management
Customer pool claim
Contact management
Duplicate customer checking
✓Lead Management
Lead information editing
Lead-customer association
Lead-product association
✓Contract Management
Contract information editing
Contract-lead association
Contract-product association
Contract payment management
✓Product Management
Product category management
Product unit settings
Product information entry
✓Performance Management
Monthly performance targets
Team performance statistics
Member performance statistics
✓Custom Configuration
Custom fields for customers
Custom fields for contacts
Custom approval workflows
✓Data Analysis
Customer region analysis
Customer source analysis
Employee customer volume analysis
Employee performance analysis
Sales ranking statistics
✓Notification & Reminders
Pending contract approval reminder
Pending payment approval reminder
Customer follow-up reminder
Lead follow-up reminder
Contract expiration reminder
✓Mobile Features
WeChat Mini Program support
Mobile H5 access
Outdoor visit check-in
Real-time data synchronization
Application Scenarios
Unified management of customer resources, standardized follow-up processes, automatic performance statistics for daily team management and performance evaluation.
Systematic management of products, orders and payment plans, clear transaction records, and improved collaboration between sales and finance teams.
Track customer needs and business opportunities, manage service contracts and payments, with customizable approval workflows to fit internal management rules.
Allocate and manage leads via customer pool, improve conversion efficiency, and optimize market strategies through multi-dimensional data analysis.
Independent performance statistics for teams and individuals, mobile customer follow-up anytime and anywhere, with real-time data synchronization.
