Thinkphp core enterprise CRM customer management system source code Thinkphp core enterprise CRM customer management system source code flagship version is fully functional and non-online free version, without any encryption and domain name restrictions, and can be developed for secondary development. This system helps manage the company's business, track customers throughout the entire process from marketing, sales, purchasing, inventory, after-sales, etc., to improve customer satisfaction.
A. Record and manage customer information in a unified manner, no longer worrying about data loss
B. Search and find customer information anytime and anywhere, and contact customers in a timely manner
C. Automated statistics and analysis of customer information, sales, etc.
D. Comprehensively grasp the company's business information to avoid customer loss caused by personnel resignations
E. Automate the company's business processes through the workflow of the CRM system
Product advantages
CRM is divided into ten major modules and five smaller modules such as leads, customers, business opportunities, contracts, finance, sales, purchasing, inventory, products, tasks, schedules, knowledge, logs, site letters, and marketing.
Covers the complete operational processes in actual operation of small and medium-sized enterprises. In the clue module, employees can set a limited time limit to receive clues. If the clues are not used within the specified time, they will automatically enter the clue pool.
Avoid idle waste of resources; the customer module has advanced filtering functions to improve the efficiency of customer classification queries;
The settings of custom module fields can be added, deleted, etc. as needed. The user-friendly settings make the work easier.
Customer management
Supports customer data entry, editing, sharing and customer transfer. Through functions such as email and SMS, you can better maintain your customers.
Approval process
Supports general approval, leave approval, travel approval, reimbursement approval, etc. Perfectly realize the paperless and efficient workflow of mobile approval for enterprises!
sales process
In a sales-led business, it’s important to have real-time control over the sales process and sales results. It helps managers rationally design the overall development route and development policy of the enterprise.
Custom fields
CRM's custom fields are also called "open models". Users can add required fields and remove useless fields according to the different needs of the enterprise.
Make CRM more in line with enterprise requirements and achieve personalized customization. Through a series of operations of adding, editing, and deleting fields, the purpose of meeting the personalized needs of the enterprise is achieved.
Invoicing function
The CRM online purchase, sale and inventory management function perfectly and seamlessly integrates sales, inventory and financial related modules to provide complete sales cycle management functions.
Achieve rigorous and efficient management of each process of purchase, sale and inventory, such as purchasing and warehousing, sales and warehousing, customer returns, collection and payment, profit and loss, etc.
【New】
1. Add a quotation (the contract content can be quickly generated through the basic information of the business opportunity customer and the quotation);
2. The contract is created successfully, the business opportunity status automatically changes to "success", and the customer is automatically "locked";
3. After the contract is approved, "accounts receivable" will be automatically generated;
4. After the receivables are created, you can set payment collection plans at different times (there will be an in-site message reminder when due);
5. After the contract is created, an "outbound order" is automatically generated and can be printed. After the "outbound order" is reviewed, the warehouse management staff can perform the outbound operation.
6. When adding a receipt, you can select "Whether an invoice has been issued" (you can set whether to use this field in the configuration)
7. The "Purchasing, Sales and Inventory" module adds inventory journals, warehouse transfer orders, etc.
【optimization】
1. Permission issue: Sales personnel create payment orders, and finance personnel are responsible for reviewing them.
2. Deactivate the user and the "Approval Statistics" will not be displayed.
3. When completing the work order review, add fields such as "rating, satisfaction" and remarks.
4. Create knowledge according to departments and set up the classification for viewing knowledge.
5. Approval and task progress status color optimization
6. Optimization of organizational structure effects
7. Optimize the next contact time and next contact content effect on the lead, customer, and business opportunity list pages
8. Optimization of approval information push content
9. Optimize labels, latest news and other UI effects
【repair】
1. Fix the bug of "return" effect of details of each module
2. Fix the problem that the address search cannot find the area
3. Fix the drop-down selection effect of customer industry
4. Fixed the problem that customer export cannot be selectively exported.
