CRM stands for “Customer Relationship Management” and is a software system that helps business owners easily track all communications and nurture relationships with their leads and clients. CRM software for small business replaces the multitude of spreadsheets, databases and apps that many businesses patch together to track client data. On top of all that, the information a CRM holds and organizes makes serious automation for serious small businesses possible.
The result: organization, efficiency, better time management, fewer manual tasks and impressed clients.
A CRM connects all the data from your sales leads and customers, all in one place. It also consolidates all communications (form fills, calls, emails, text messages and meetings), documents, quotes, purchases and tasks associated with each lead and client. Your entire team can access those details at the right time — to close a sale or deliver outstanding service.
Professional product knowledge
Professional product consultants assist customers in designing systems, explaining detailed functions and technical principles of system operation, solving system installation problems, and imparting recently updated system knowledge.
Customer-oriented
A series of complete project system service systems can always reflect business needs and understand customer demand dynamics. At the same time, rich third-party interfaces can effectively supplement enterprise project resources.
Planned and systematic implementation
Help companies quickly and effectively develop work plans to guide actual work. Each implementation process is equipped with professional project planners to help companies modify and manage the original plan according to the timing and progress of the work.
CRM management system functions
Saving money – is something we would all like to do. Whether you are struggling to manage day to day or earning a six figure salary, saving is something we all think about.
Customer management
From clue collection, allocation, follow-up to conversion, the entire process can be traced to improve management efficiency.
360° customer panoramic portrait
Lead management
Lead analysis
Follow-up status
Customer pool management
Customer source analysis and follow-up become efficient, intelligent reminders ensure that information is not missed, and customer data is flexibly managed.
Customer pool lead collection and allocation
Customer data export
Customer information screening
Collaborative sales management
Business opportunity management
Refined opportunity management, full sales process automation, optimized process, improved performance, and shortened transaction cycle.
Optimized sales process
Full sales process management
Customized visual sales funnel
Reasonable resource allocation
Contract management
Manage the entire contract life cycle, including signing, execution, invoicing, payment collection, and archiving. The approval process on the mobile terminal can be controlled at any time.
Contract-related approval
Standardize the contract signing process
Set up an invoicing and payment collection plan
Financial management
With the help of CRM system, orders and payment collection can be flexibly allocated, data connection is smooth, business closed loop is more complete, and contract management is more efficient.
Realize CRM to ERP data connection
Unified business closed loop
Product delivery and data backtracking
Full-link management
Full-link opens up CRM.0A.ERP. Closed-loop management of purchase, sales and inventory System.
CRM management.
OA system
ERP management
Purchase, sales and inventory management