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Easily Customize Data Permissions
Customize data permissions and controls based on company organization chart to achieve both independent sales and centralized team management.
Build a Secure Customer Database
Properly manage and securely store customer data as a valuable asset, allowing for seamless job transitions and increased customer satisfaction.
Customize Label Management
Classify and manage customer properties based on work habits and search tags to easily find target customers and improve marketing strategies.
Uncover Key Business Opportunities
Establish sales process stages for each product, quickly identify hidden business opportunities, and estimate future project completion and revenue through filtering and time/stage modes.
Multiple Project Interaction Management
Record customer interactions such as visits, calls, and quotes to better understand customer needs, provide a better customer experience, and increase customer loyalty.
To-do list management
Add personal and to-do lists to effectively follow project schedules, take timely actions, and improve deal efficiency by caring about customer needs.
Stay Up-to-Date with Customer Data
Link with LINE system to quickly find customer contact information and interaction records, and easily navigate to create a smooth and convenient sales process.