Product Overview
Core Functions
✓Customer Resource Management
Customer pool management
Client information administration
Full customer interaction records
✓Product & Device Management
Complete product data management
Product statistics & service logs
Customer equipment file management
✓Enterprise Knowledge Base
Internal knowledge document management
Enterprise information sharing
Brand content dissemination
✓Inventory & Warehouse Control
Stock in and out records
Inventory approval workflow
Historical stock data traceability
✓Quotation Management
Custom quotation creation
Real-time quotation follow-up
Customer-associated quotation records
✓Contract Administration
Quick contract creation
Contract download & digital signing
Contract suspension & termination
✓After-Sales Work Order
On-site service work order
Working hours & distance calculation
Location upload & customer signature confirmation
✓Customer Satisfaction Follow-Up
Automatic satisfaction survey
Manual service follow-up
Satisfaction data analysis & reporting
✓Task Collaboration System
Quick task creation via templates
Team cooperation & joint execution
Task reassignment, termination and cancellation
✓Finance & Expense Control
Payment & cashier management
Expense reimbursement process
Corporate expense monitoring & recording
✓Daily Work Management
Intelligent work log generation
Automatic daily work report
Pending task reminder & progress tracking
✓Logistics Tracking Service
Aggregated logistics API docking
Real-time shipment tracking & inquiry
✓Employee Capability Analysis
Multi-dimensional staff evaluation model
Comprehensive job performance assessment
Visualized work capability data
Application Scenarios
Apparel, Cosmetics, Machinery & Electromechanical, Furniture & Decoration, Building Materials, FMCG, Maternal & Baby Products, Office Supplies, Auto Parts & Repair, Fresh Agricultural Products, Mobile Communication, Digital Home Appliances, Medical Supplies, Manufacturing, Information Technology Services
1. Customer Operation: Realize unified management of public customer resources and full-cycle customer interaction records.
2. Sales Management: Standardize quotation, contract and business follow-up to make every business link traceable.
3. Field Service: Facilitate on-site engineer management, working hour calculation, parts recording and customer confirmation.
4. Inventory Operation: Control stock data, optimize approval flows and realize full inventory traceability.
5. Team Collaboration: Improve internal efficiency through task assignment, transfer and team cooperation.
6. Service Upgrade: Use automatic and manual return visits plus data reports to continuously optimize customer service quality.
7. Financial Supervision: Standardize income collection and expense reimbursement to ensure reasonable cost control.
8. Data-Driven Decision: Support staff performance evaluation, logistics monitoring and multi-dimensional business analysis.
