What are the well-known crm systems in Shijiazhuang _ well-known CRM management systems

Zhiying CRM online version is good, free to install and try, and satisfied to pay.

It is a customer relationship management system tailored for small and medium-sized enterprises. The software interface is friendly and beautiful, powerful and practical, and easy to learn. Can easily complete the daily management of procurement, sales, inventory, finance, office automation, personnel management and other business activities.

System characteristics

0 1, the system is easy to learn and use, and can be used without training.

02, powerful, integrated procurement, inventory, sales, finance, office automation (OA) and personnel management.

03, support stand-alone, local area network, external network remote use, the real network version of the management system.

Support the client to directly connect to the database without starting the server, which is relatively easy to use.

05. Support the call and generation between documents.

06. Support system personality setting and SMS reminder function.

07. Support e-mail, SMS, promotional activities, holiday greeting SMS, one-click sending, saving time and worry.

08, perfect authority setting function, you can set the authority of each operator in detail, so that the rights and responsibilities are clear.

09, simple and intuitive data analysis, real-time control of business status.

10, data backup and restore to make data more secure.

1 1. Customize reports and print templates as you like.

Brief introduction of function

Office automation (OA) function

Support enterprise internal announcement management.

Support internal SMS sending.

Support mobile phone short message sending.

Support mail sending.

Support transaction management, which can be divided into unfinished and completed.

Support approval management, multi-level approval.

Support document management, including private documents and public documents, and support attachment uploading.

Support task management, which is divided into my assigned tasks and my tasks.

Support the management of customer files, and can send text messages and emails.

Support contact management, you can send text messages and emails.

Support employee file management, regardless of department.

Procurement management function

Support the creation, query, export and printing of supplier data.

Purchase orders can be directly transferred to sales orders for sales.

Support the purchase return document to directly call the purchase order.

Support whole discount and whole deduction.

Sales management function

Support intelligent import of customer data.

Support customer association display. Select a customer to view the contacts, pre-sales tracking, business opportunities, quotations, customer contracts, sales orders, sales return orders, after-sales service, customer fees and related documents related to the customer.

Support whole discount and whole deduction.

Support contact management, you can send text messages and emails.

Support the creation and query of pre-sales tracking.

Support the creation and query of business opportunities, and generate quotations and sales orders according to the business opportunity list.

Supports the creation and query of quotations, which can be generated from business opportunity documents and automatically generate sales documents.

Support the creation and query of customer contracts, and support the uploading of contract text attachments.

Support the creation, query and approval of sales documents. Sales documents can be generated from business opportunity documents and quotations, or sales return documents can be automatically generated.

It supports the generation, query and approval of sales return documents, which can be generated from sales documents.

Support after-sales service registration and processing, and view the detailed processing process and results.

Commodity inventory management function

The variety of goods can be unlimited.

Support the intelligent import of goods.

Support to set discounts, shelf loading and unloading, whether it is a special offer, etc.

Support to view the current inventory status at any time.

Support manual or scanning gun inventory operation.

Support abnormal adjustment of commodity inventory.

Support inventory reminder.

Function of financial center

Support customer settlement, including opening settlement, sales document settlement and sales return document settlement, and automatically summarize receivable amount, received amount and uncollected amount.

Supplier settlement is supported, including opening settlement, purchase order settlement and purchase return order settlement, and the payable amount, paid amount and unpaid amount are automatically summarized.

Support other revenue/expense management.

Statistical analysis function

All kinds of data can be exported and printed.

Support customer sales ranking.

Support commodity sales ranking.

Support sales ranking of sales staff.

Support daily sales analysis and display it graphically.

Support monthly sales analysis and show it in graphic form.

Support the annual sales analysis, and display it in graphics and text.

Support to display sales details by time period.

Support supplier supply summary analysis

Support commodity purchase summary analysis.

Support to display purchase details by time period.

Support customer distribution statistics, such as by type, region, city, source, salesman, status, etc.

Other functions

Perfect authority setting function, you can set the authority of each operator in detail, so that the rights and responsibilities are clear.

Support clients to connect directly to the database without starting the server.

Support personality setting, which is more suitable for the operator's habits.

Support printing, custom printing template and barcode printing.

Support the operation of scanning gun and counting machine.

Support data backup and recovery functions to ensure data security; Support Excel import and export function.

Support sending SMS and email.