PRODUCT
FEATURES

CRM

You will be empowered to provide consistent response and management for your customers.
  • Record information about prospects and existing customers. Specify whether or not to share information with all employees.
  • Upload contact information to create your own contact list.
  • In addition to the default menu fields, you can create custom fields.
  • You can mass upload large amounts of customer information using our Excel Uploader options.
You will be empowered to provide consistent response and management for your customers.
It's easy to manage the history of prospects and existing clients.
  • You can create a customer management bulletin board that allows you to freely input consultation notes and status updates.
  • You can set the input fields of the bulletin boards according to your company requirements so that the data is easy to analyze.
  • Effectively manage sales activities and contract progress status from initial contact to orders and invoices.
  • When saving notes, you can attach an accounting or inventory transaction onto a new post or reply.
It's easy to manage the history of prospects and existing clients.
You can easily distinguish between a potential customer and a customer who has an actual transaction.
  • You can easily convert leads into actual customers.
  • Accounts converted to clients can be managed in the accounting and inventory modules.
You can easily distinguish between a potential customer and a customer who has an actual transaction.