If we want to go to crm, we only need to have a CRM mobile phone client at the same time. What functions do mobile phone clients generally have? Is there a difference between PC and PC?

Huachuang CRM not only supports computer access, but also supports iPad and mobile phone access, and all functions can be used on mobile phones without installing a client, just using a browser.

Let me briefly introduce the main functions of the system for your reference:

(1) Management scope: customer information management, product information management, sales opportunity and follow-up management, order management, customer return visit management, customer feedback management, customer repair report management and product inventory management.

(2) Computers, mobile phones and iPads are all supported: advanced B/S architecture supports both computer access and direct access to mobile phones and iPads, and business information can be queried and processed anytime and anywhere.

(3) Perfect access control: Assign appropriate access rights to each type of personnel, and set the rights to view, enter, modify and delete data, and refine it to each field.

(4) Automatic reminder function: you can preset the reminder opportunity, recipient, reminder content and reminder frequency, and automatically send reminder emails or short messages. For example, send a notification letter every time you enter a new order; If the payment has not been received by the scheduled payment date, a reminder letter will be sent to the person in charge regularly.

(5) SMS support: The system can be integrated with mobile phones, and various important notices, birthday wishes, business data, business progress and other information can be generated by using the data in the system, and sent to employees and customers in the form of SMS, so as to actively communicate information in time.

(6) Call screen support: when a customer calls, the system automatically searches the database according to the call number, and pops up customer information and related business records, so that you can call out the customer's name at the first time and communicate with the customer with confidence.

(7) Soft dialing function: you don't need to pick up the receiver to dial manually. The system can use the telephone number on the computer screen to dial automatically and use headphones to talk directly, which is very suitable for customer service personnel.

(8) Rich statistical reports: more than 30 kinds of reports are preset, which can be counted from different angles such as products, customers, salesmen, sales areas and time to help you analyze and make decisions. Reports can also be exported to Excel, which is convenient for you to do other processing.

(9) Designable reports: There are only a few fixed reports in the general management system. The system has the function of report design. Through the well-designed report customization function, you can design beautiful and practical reports in just a few simple steps. There are three kinds of reports, classified list, classified statistical table and perspective analysis table.

(10) Form printing function: Some data need to be printed in a form with format requirements, so as to connect with traditional operations. Such as: product purchase orders, customer service dispatches, important feedback reports, etc. The system can design form templates and easily generate various forms, contracts and other documents.

(1 1) document management: supports uploading and downloading of documents, so you can centrally manage various documents of customers, such as contract texts, fax pictures, invoices, etc. In order to avoid confusion and loss caused by dispersion in personal hands.

(12) It is widely used: besides employees, you can also assign accounts to your own customers, agents, suppliers, etc. , so that they can also access the system, so as to query product and order information, submit service requests and feedback, etc. In order to achieve better interaction.

(13) Strong expansibility: Based on Huachuang information management platform, the system universality remains unchanged. Without programming knowledge, other management modules can be extended at any time, with strong applicability; It can be adjusted at any time according to business changes and has strong flexibility.

I hope it helps you.