Yubo sales CRM management software free version

Yubo sales CRM management software is customer-centered and data-based, standardizing sales management and promoting customer conversion. From "potential customers" to "contracts", from "market activities" to "opportunities", all sales processes can be clearly understood. Records and sales data are saved in detail; information management is refined, sales trajectories are visualized, and stages are scientifically divided to facilitate the integration and allocation of sales resources and maximize business growth.

The functions cover customer management, sales management, and financial statements, and can be continuously expanded according to the actual needs of the enterprise, fully meeting the individual needs of the enterprise.

Function introduction

Basic data: including the setting of basic data such as customer type, customer source, stage setting, product information, etc., which not only standardizes the scope of data, but also simplifies operations.

Customer management: including my customers, public customers, all customers, customer handover, dynamic charts, customer reports and other functions. Individuals can view their own customers, as well as public customers, with clear permissions to avoid competing for customers.

My Customers: Used to display the customers you own, trial for grassroots sales staff.

Public customers: Everyone can see the information of these customers.

All customers: Displays all customer information, no matter who belongs to it, and is suitable for general managers and other senior managers.

Customer transfer: Customers can be transferred to others in batches; customer details are completely saved, which is helpful for understanding the customer life cycle.

Dynamic charts: Visually display customer data statistics in the form of column charts.

Sales management: Integrate a complete system of sales orders, sales shipments, and sales collections, and add the function of sales profit statistics to intuitively reflect the company's operating status in the form of data.

Sales order: The order number is automatically generated by the system, the order maker is the logged-in person, the order time defaults to the current time, and customer information can be retrieved.

Sales delivery: Sales delivery is carried out on a customer basis, that is, orders placed by the customer can be shipped together.

Sales collection: Shipments are made on a customer-by-customer basis, that is, orders placed by the customer can be collected together.

Sales order query: adopt the viewing method of superior and subordinate permissions, that is, superior personnel can see the sales orders of subordinate personnel, for example, department managers can see the sales orders of personnel under the department.