Help salespeople manage customer resources and build close relationships with customers by managing customer information, contact process, and associated matters, to gain a strong competitive edge.
Batch import of external resources such as customers and suppliers enables unified and well-organized management.
User-defined customer profiles enable multi-perspective and all-around customer information management.
Duplicate data will be removed automatically so that you can allocate resources to potential customers accurately.
The sales procedure is transparent and you can track the behaviors of customers throughout the process.
Contact your customers anytime and anywhere, and create contact plans based on the follow-ups.
Categorize, manage, and contact customers based on their position in the sales funnel.
Add customer updates and contact them in time to facilitate further cooperation.
Record each visit and contact with customers, and make the follow-up process traceable.
Associate and summarize related approval and contract information, and record the complete business process.
Share your sales experiences with other salespeople to replicate the experience.
Configure fields on customer information and tailor information cards for enterprises.
Set a deadline for contact. If you do not contact a customer on or before the deadline, the information about the customer will be automatically released to the public pool and shared by all salespeople.
Set up your business data based on your business requirements.
Refined permission settings effectively ensure the security of your customer resources.
Marketing interactions with individuals or groups of customers by SMS and email can be made.
Associate with approval information, which helps you quickly understand why approval requests are initiated and how the approval requests work.
Associate filed service attendance information, improve attendance tracking, and optimize attendance management.
Systematic connection is established for the whole process from the sales follow-up to contract approval.
Collect multi-dimensional statistics on customer data and perform accurate analysis.
