Yubo CRM software free version

Yubo CRM 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 recorded. Sales data are stored in detail; information management is refined, and stages are scientifically divided to facilitate the integration and allocation of sales resources to maximize business growth.

The functions cover customer 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.

Core advantages

1. The functions can be continuously expanded according to the actual needs of the company, fully meeting the individual needs of the enterprise.

2. Through effective customer relationship management, follow up on customer needs in a timely manner to achieve continuous contribution to customer value, thereby comprehensively improving corporate profitability.

3. Timely understand customer tracking status through real-time and comprehensive customer reports.

4. The design idea is derived from the mature management concepts of multinational enterprises, combined with typical management models in various industries.

5. Compatible with PCs, tablets, and mobile phones, has complete mobile applications, and supports various data interfaces.

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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.