07FLY-CRM v2 customer management system v2 build20210901
v0
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 corresponding businesses according to the company's business lines and associate them with customers, such as transaction records, business transactions and other records
Business expiration/order reminder: Expiration reminder categories for customer-related business can be set under different conditions.
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.
Why use 07FLY-CRM customer management system
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 salespeople concentrate on doing business well
Real-time information sharing can effectively prevent sales staff from bumping into customers and orders.
3. Business expiration reminder, saving time and effort
To-do items save time and effort in your work.
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.
Demo address
(v1) version
Account: admin
Password: admin123456
(v2) version
Account: admin
Password: admin123456
07FLY-ERP(S1) management platform
Account: admin
Password: 123456
