This APP can help you better manage your customers and manage your contact-related business, and help you improve the quality and efficiency of your customer service.
Intuitive, easy-to-use customer contact directory to manage all your customers and partners, product quotes, and sales opportunities.
Main functional modules:
1. Customer management.
2. Contact management.
3. Customer follow-up management.
4. Product information management.
5. Product quotation management.
6. Order product management.
7. Sales opportunity management.
Customer Management:
Manage all your customers by tag, status, industry, customer source organization. The customer business is associated with all contacts, follow-up records, problem feedback, product quotes, ordered products, sales opportunities, etc.
Contact Management:
Build and expand customer information in multiple dimensions.
Customer Follow-up Management:
Record every customer service follow-up record to ensure that the service solution is recognized by the customer. Conditional filtering and time period filtering records are supported.
Product Information Management:
Create your products, provide quick and easy selection for sales orders, product orders, and automatically count amounts and data.
Product Quotation Management:
Each product has a fixed price, and for different types of customers, each product should also have a different selling price. Provide you with original prices and the latest quotations. Conditional filtering and time period filtering records are supported.
Subscription Product Management:
Order the products you need for your customers, and aggregate the quantities and amounts ordered. Conditional filtering and time period filtering records are supported.
Opportunity Management:
Grasp every sales opportunity, solve customer needs, and get the final deal. Conditional filtering and time period filtering records are supported.
Export data in Excel file format for easy data management.
Most of the data supports conditional filtering and time period filtering records.
Customer, entry, and amount statistics reports at a glance.
Basic data management.
Retrieve data quickly.
Easy-to-operate UI design.
Adapt to dark mode.
Password-protect your data.
Shortcut button actions:
Add a new entry: Ctrl+N
Save the entry: Ctrl+S
Delete entry: Ctrl+D
Return: Ctrl+B
This app is a one-time purchase and has removed in-app purchases.
