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"CRM Platform V8" is a multi-user customer relationship management system, based on the “e-Techgine Software Platform”. The system supports C/S and B/S architecture. "CRM Platform V8" provides a working-together solution for the sales, marketing, customer service, technical support and other departments , to help enterprises truly realize the customer-centric business management model. |
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Customer Management | Customer Enquiry, Customer Information Advanced Search, Input/ Output, Repetitive Customer Management, Customer Follow-up Reminder, Batch Modification of Customers, Customer Classification, Customer Sharing, Customer Merger, Customer Transfer, Customer Analysis, Customer Analysis Report ...... |
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Contact Management | Contact Person Management, Input / Output, Contact Person Information Management, Contact Person Follow-up Management, Contract Person Birthday Reminder, Contact Person Retrieval, Contact Person Information Output, Contact Person Recovery, Contact Statistical Analysis ...... |
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Product Management | Product Data Management, Product Classification, Product Setting, Price Strategy, Product Data Input, Repetitive Product Management, Image and Attachment, Product Retrieval, Product Input / Output, Product Recovery, Product Parameter Setting, Product Statistical Analysis, Product Data Summarization ...... |
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Market Management | Vender information Management, Channel Distribution Management, Competitor Management, Supply Chain Management, Marketing Event Management, Advertise Release Management, Gift Management, KBM (Knowledge Base Management) ...... |
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Pre-Sales Management | Sales Opportunity, Schedule Management, To-do list, Contact History, Quotation Management, Sales Funnel ...... |
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Sales Management | Sales Order, Sales Billing, Sales Return, Sales Collections, Sales Invoice, Sales History Query, Customer Reconciliation, Product Quotation Query, Due Order, Accrued Assets, Sales Price Control, Price Category, Credit Management ...... |
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After-sales Management | After-sales Data Management, After-sales Link, After-sales Permission, After-sales Retrieval, After-sales Attachment, After-sales Process Setting, Print Template Setting, After-sales Statistical Analysis, After-sales Parameter Setting, Delivery Plan, Customer Care, Delivery Management, Customer Complaint, Customer Service, Customer Return Visit ...... |
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Contract & Project | Contract Information Management, My Follow-up Contract, Contract to be Settled, Contract Classification, Date of Contract, Contract Modification, Contract Schedule, Contract Retrieval, Contract Approval, Contract Print, Contract Copying, Contract Output, Recycle Bin of Contract, Contract Profit, Contract Parameter Setting, Contract Statistical Analysis, Document Sharing, Project Classification, Project Status, Project Start Date, Project Leader, Project Design, Project Cost, Project Budget, Project Quotation, Contract Region ...... |
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Financial Management | Cash Bank (Direct Credit, Transfer Account, Account interaction, Detail Account, Multi Currency Management, Parameter Setting, Cash Flow Analysis) ...... Collection Account Management (Account Information, Customer Advance Payment, Basic Operation of Collection, Reminder of Account Receivable, Bank Account Associated, Collection Retrieval, Input / Output, Statistical Analysis) ...... Expense Management (Expense Application & Approval, Expense Usage and Reimbursement, Expense Data Retrieval, Expense Parameter Setting, Expense Statistical Analysis) ...... Electronic Bank Statement, Refund Management, Reimbursement Management, Financial Data Query, Account Setting ...... |
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Maintenance Management | Product Quality Feedback Sheet, Remote Maintenance Sheet, On-site Maintenance Sheet, Detection Sheet, Depot Repair Sheet, Maintenance Payment, Maintenance Bill, Maintenance History Query ...... |
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Purchase-Sales-Inventory | Purchase Management (RFQ--Request for Quotation, PO--Purchase Order, Goods Procurement, Purchas Payment, Goods Return, Invoice Issuing, Purchase History Query) ...... Warehouse Management (Material Requisition, Material Return, Multiple Warehouses, Product Cost Accounting, Warehouse Allocation, Warehouse Checking, Warehouse Entry, Product Disassembly, Product Batches, Warehouse Query, Product Assembly, Warehouse Setting) ...... |
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Decision Analysis | Decision Analysis, Comprehensive Analysis, Customer Analysis, Sales Analysis, Purchase Analysis, Financial Analysis, Channel Analysis, Pre-sales & After-sales Analysis, Analysis of Job Task Indicator ...... |
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Team Management | Follow-up Management, Comment Management, Schedule Management, Performance Management, Commission Management, Employer Address Book, Boss Console ...... |
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Individual Office | News & Announcement, Document Management, Document Sharing, Schedule Arrangement, Routine Management, Work Diary, Work Plan, Work Summary, Task Assignment, Shared Directory, Recycle Bin, Satisfaction Research, Internal Address Book, Personal Address Book, Public Favorite, Personal Favorite ...... |
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Application & Approval | Invoice Application, Payment Application, Commission Application, Delayed Payment, Maintenance Application, Maintenance Tracking, Purchase Application, Warehousing Notice, Inventory Application, Expense Application, Expense Reimbursement, Other Applications ...... |