Customer Management

Lead Management
Centralize all relevant information to facilitate salesman' s management and operation of each lead.
Customer Management
Integrated management of customer information and follow-up records forms an external address book, which facilitates management and salespeople to track customers at any time.
Customer Pool Management
Customers unfollowed for a long time would be put into the Customer Pool where they can be picked up by other salespeople, optimizing allocation of customer resources.
Opportunity Management
Keep information into perspective; update and observe every opportunity in real time to know company's overall sales .
Contract Management
Contract is associated with approval to grasp its latest situation. Each step of the approval process is strictly controlled to avoid errors in contracts.
Payback Management
Receipts are associated with accounts receivable. After audit, the collection progresses of the receivables update automatically. One AR can correspond with many receipts.
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Working

Address Book
Communicate easily with colleagues through informations in the address book.
Instant Messaging
Support group or one to one chats and send logs, images and approval documents etc. in real time to improve the efficiency of business communication.
Work Log
Record your work progress and achievements; make progress by reading and learning from your colleagues' logs.
Approval Management
Freely configure various approval forms;set up and add new approvals or approvers conveniently and efficiently.
Schedule
Add your due work into reminders to achieve scientific schedule.
Task
Intuitive To-do lists; check subordinates' work processes and solve problems in time.
Knowledge
Knowledge is used to the company's fixed documents for employees and department heads to share experience and improve relevant skills accordingly.
Notice
Notice in company can be announced and set freely during publicity. Read receipts makes message status clear.

Business Intelligence

Customer Analytics
Accurately count and analyze employees' customers to help you grasp every opportunity.
Sales Funnel
Customize visualized sales funnel to control sales rhythm, to analyze sales efficiency and predict sales performance.
Payback Analytics
Accurately count and analyze monthly and annual paybacks in BI to improve sales conversion rate.
Product Sales Analytics
Record product sales in visualized BI to make your sales more targeted and valid.
Sales Target Setting
Set performance targets for employees and departments to improve sales efficiency and make sales forces performance assessment more accurate.
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System Setup

System Setup
System setup includes system configuration, staff and department management, workbench and customer management to help optimize your sales teams.
Role Permissions
Rights management and control ensure that data only recognizes specified views or operations and it is tightly coupled to the business.
Custom Approval Flow
Customize approval flow according to your requirements.
Custom Fields
Add or edit custom fields of different modules to configure fields flexibly.