Product Overview
This cloud-based business management system helps companies streamline the entire sales process, including client data management, lead tracking, contract approval, payment monitoring, team performance analysis and field sales operations. It centralizes business resources, standardizes daily workflows, supports real-time mobile collaboration, and improves overall operational efficiency.
Core Functions
✓Client Management
Complete client profiles and follow-up records
Business progress, contract and payment archives
Customizable data fields for clients and contacts
Duplicate client detection and merging
Public client resource pool and auto-assignment
✓Lead Management
Multi-channel lead collection and integration
Lead follow-up and conversion tracking
Lead pool and batch allocation tools
✓Contract & Payment
Contract creation and approval process
Payment plans and real-time collection records
Linked contract and payment management
✓Team & Performance
Custom sales goals and targets
Performance ranking and progress statistics
Attendance and outdoor check-in
Role-based data access permissions
✓Approval & Workflow
Custom approval for contracts, payments and applications
Mobile real-time approval function
Schedule and task reminder system
✓Data & Reports
Client source and regional data analysis
Team performance and activity reports
Report export to Excel and Word
✓Field Sales Support
Nearby client location display
Client visit route planning
Location-based outdoor check-in
Application Scenarios
Unify client resources, avoid client loss, standardize sales processes, track daily performance, and improve conversion rates for B2B and B2C sales teams.
Support mobile client management, location navigation, route planning, and real-time approval to improve efficiency for outdoor sales representatives.
Manage full client lifecycle, track contracts and payment collection, send automated reminders, reduce bad debt and improve customer retention.
Monitor team workload, analyze performance data, set business goals, optimize resource allocation, and make data-driven sales decisions.
