07FLY-CRM 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.
07FLY-CRM customer management system main functions Customer data management: You can add, modify, delete, transfer customers, etc. to customer data.
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.
Customer classification management: Customers can be classified according to their own circumstances, such as intended customers, transaction customers, potential customers, etc.
Sales follow-up management: can manage customer follow-up records, financial records, and visit/follow-up records.
Comprehensive customer query: You can customize common query conditions to facilitate quick retrieval of specific types of users.
Related business management: You can configure the corresponding business according to the company's business line and associate it with customers, such as: transaction records, business transactions and other records. Business expiration/order reminder: the expiry of customer-related business can be set under different conditions. Reminder categories.
Permission management: Different operation permissions can be set for users with different roles.
System secondary development modules: Web basic framework, form framework and other modules.
1. Customer information will never be lost.
The complete customer information management function can manage customers by category 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 our company's servers, ensuring data security and integrity.
2. Information sharing and efficient team collaboration.
Each person in the team has an independent account. The customer information entered by the salesperson and the visit follow-up status can be immediately viewed by the superior. The superior can assign work tasks to subordinates and monitor the completion status.
Say goodbye to the way subordinates regularly submitted their customer information to superiors in the past. Let salesmen concentrate on real-time business information sharing, which can effectively prevent salesmen from bumping into customers and orders.
3. Business due reminders, time-saving and effort-saving to-do items, so that your work can save time and effort,
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.
1. Import crm.sql into the MYSQL database, and change the database name, account password in ERP/Config/config.php to your own.
2. Place the program in an environment with PHP version greater than 5.3, such as: http://127.0.0.1/Account admin Password: admin123456
3. The interface is hAdmin, please use IE8 or above, or Google Chrome. The effect is relatively good.