Pinwei CRM app is a mobile office software focusing on enterprise customer relationship management. Employees can use the app to get timely information, complete tasks and communicate with colleagues while on the road.
1. Provides an efficient customer management system that can easily track customer information, history and transactions;
2. Through this system, users can easily identify key customers and track their personal data, contact information and work records;
3. Allow users to create sales opportunities and track the stages and progress of each opportunity, thereby improving sales efficiency.
1. Sales opportunities can be tracked according to set stages, and different tools and functions can be used in different stages to ensure conversion;
2. Comes with a powerful calendar management system that can help users arrange meetings, reminders and tasks;
3. Users can classify tasks and events, search and filter based on keywords, dates or locked areas.
1. Provides a comprehensive task management system that can be used to track individual or team tasks;
2. Users can create tasks, set deadlines, add notes and follow the progress of appropriate partners;
3. Help users evaluate team performance and sales data to improve business operation efficiency.
1. Dashboards and reports can be used to monitor key business indicators, such as revenue, customer sources and sales efficiency;
2. Synchronize with the cloud to ensure that users’ tasks, events and data can be updated at any time and anywhere;
3. Users can access all features of the application in one environment and can collaborate with team members in real time.