QCRM customer relationship management system v1.1.4

QCRM is a domestic open source general-purpose customer management system that is suitable for various industries and is mainly aimed at small and medium-sized sales/after-sales service teams.

The system supports custom configuration and query of customer data and supports secondary development interfaces.

If you want to have a simple, practical and down-to-earth customer management system, this may be your best choice.

Why use QCRM customer management system

1. Customer information will never be lost.

●Perfect customer information management function, which can manage customers by categories for easy query. The status and historical follow-up of each customer are clear at a glance.

●Even if an employee leaves, his customer information and follow-up information will be kept intact and will not be lost, making it easy for new employees to take over.

●All customer information is permanently stored on the company's server, ensuring data security and integrity.

2. Information sharing and efficient team collaboration.

●Each person in the team has an independent account. The customer information and visit follow-up information entered by the salesperson can be viewed immediately by the superior. The superior can assign work tasks to subordinates and monitor the completion status.

● Say goodbye to the past way in which subordinates regularly submitted their customer information to their superiors. Let salespeople concentrate on doing business well

●Real-time information sharing can effectively prevent sales staff from bumping into customers and orders.

3. Business expiry reminder, saving time and effort

●To-do items can save you time and effort in your work.

●Reminder of business due renewal/order reminder. Improve work efficiency and customer satisfaction.

●Through the customer-defined classification function, your work goals can be clear and organized.

Main functions included in QCRM

1. Customer data management: You can add, modify, delete, transfer customers, etc. to customer data.

2. Customer attribute management: You can customize the extended attributes of customer data, such as adding new customer fields according to industry or company business characteristics.

3. Customer classification management: Customers can be classified according to their own circumstances, such as intended customers, transaction customers, potential customers, etc.

4. Sales follow-up management: can manage customer follow-up records, financial records, and visit/follow-up records.

5. Comprehensive customer query: You can customize common query conditions to facilitate quick retrieval of specific types of users.

6. Related business management: You can configure corresponding businesses according to the company's business lines and associate them with customers, such as: transaction records, business transactions and other records

7. Business expiration/order reminder: Expiration reminder categories for customer-related business can be set according to different conditions.

8. Permission management: Different operation permissions can be set for users with different roles.

9. System secondary development modules: Web basic framework, form framework and other modules.

QCRM software architecture

1. System requirements: Windows2016+.Net4.5.1+IIS

2. Database: SqlServer2016

3. Back-end framework MVC5.0+EF6+Microsoft Enterprise Library+Ioc

4. Front-end framework: Jquery+EasyUI

QCRM screenshot