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Customer Relationship Management (CRM) System Customization and Technical Solutions

System Introduction

Customer Relationship Management (CRM) systems are designed for small and medium-sized enterprises as well as growth oriented businesses, particularly suitable for sales driven industries; It revolves around the entire business chain of "lead customer business opportunity contract payment invoice", integrating functions such as lead management, customer maintenance, business opportunity follow-up, contract fulfillment, financial control, and product management. Business standardization needs to be achieved through modules such as classification configuration and approval process. Its core is to connect scattered business links, activate customer resources, standardize operation processes, and help enterprises achieve full process visualization management from potential customers to transaction loops, improve business efficiency, and control business risks.

Main Feature List(customizable solutions)

Main Feature List functional module
Main Feature List Home
Customermanagement
Contact
BusinessOpport
Leads
Contract
Invoice
Workflow
ProductManagement
Store Product

Service process

Requirements Gathering and Consolidation

Requirements Analysis and Confirmation

UI Design and Confirmation

Architecture Design

Front-end and Back-end Development

Software Testing

Software Deployment and Launch

Application Scenarios

End-to-End Digital Sales Process: The system digitizes the entire sales journey from lead generation to deal closure, allowing sales teams to efficiently manage opportunities and providing real-time performance insights for better decision-making.

Advanced Customer Management: With a dynamic "Customer/Contact" center, the system builds detailed customer profiles, enabling personalized communication and fostering long-term relationships to enhance loyalty and lifetime value.

Seamless Business-Finance Integration: The system connects sales and finance processes from contract signing to invoicing, streamlining operations, improving efficiency, and ensuring compliance and risk management.

Automated Workflow Collaboration: Key processes like quoting, contracts, and delivery are automated to reduce manual work, streamline workflows, and improve cross-department collaboration.

Product and Sales Intelligence Sync: Centralized product management ensures accurate data for customized sales proposals, while management can use sales feedback to refine product strategies and improve performance.

Applicable Enterprises

Sales Team & Managers: Sales reps manage leads, clients, and follow-ups; managers track team performance through opportunity funnels and adjust strategies.

Marketing: Manages lead generation and evaluates campaign effectiveness through conversion rates and source analysis.

Project Delivery & Operations: Prepares resources for project delivery post-contract and provides ongoing service through customer profiles.

Executives & Finance: Provides business health insights for management and enables finance teams to track payments, invoicing, and cash flow.

Cross-Department Collaboration: Ideal for industries with long sales cycles, complex decision-making, and a focus on long-term client value, such as IT solutions, engineering, consulting, and high-end equipment sales

our advantages

The perfect project development team includes: 1 project manager, 2 UI designers, 2 front-end developers, 6 back-end developers, 1 software tester, 1 deployment and operation staff, and 2 technical after-sales personnel.

Delivery of the content

1.Source code of the program

2.Data structure design document

3.System operating instructions

after-sale service

1.Free system after-sales service for one year, system error and BUG repair

2.remote assistance

3.on-line training

4.Regular customer return visits

Our comprehensive solutions will help you overcome challenges, unleash growth, and achieve your goals. Contact our experts to discuss your needs and get tailored solutions and quotes.