Description
Account management tracker, manage contacts business. Help you improve the quality and efficiency of customer service. Intuitive and easy-to-use customer contact directory to manage all your customers and partners in one place.
Main functional modules:
Customer management.
Contact management.
Customer follow-up management.
Product Information Management.
Product quotation management.
Order product management.
Sales Opportunity Management.
Customer Management: Organize and manage all your customers by tag, status, industry, customer source. Customer business is associated with all contacts, follow-up records, feedback, product quotations, ordered products, sales opportunities, etc.
Contact Management: Multi-dimensional construction and expansion of customer information.
Customer follow-up management: record each customer service follow-up record to ensure that the service solution is recognized by the customer. Support conditional filtering and filtering records by time period.
Product information management: Create your products, provide quick options for sales orders and product orders, and automatically count amounts and data.
Product quotation management: Each product has a fixed price, and each product should also have a different sales price for different types of customers. Provide you with the original price and the latest quotation. Support conditional filtering and filtering records by time period.
Order product management: Order the required products for customers, and summarize the order quantity and amount. Support conditional filtering and filtering records by time period.
Sales Opportunity Management: Grasp every sales opportunity, solve customer needs, and get the final deal. Support conditional filtering and filtering records by time period.
Most data supports conditional filtering and filtering records by time period.
At-a-glance customer, item, and amount statistics reports.
Basic data management.
Quickly retrieve data.
User-friendly UI design.
Adapt to dark mode.
This app is free to use, but there is a limit to the number of uses! You need to purchase to lift the quantity limit.
You can choose to buy:
- One year subscription.
- One-time purchase, use forever.