CRM Customer Business-My Order

CRM Customer Business - Help you improve the quality and efficiency of customer service. Intuitive and easy-to-use customer contact address book, unified management of all your customers and partners.

Main functional modules:
Customer management.
Contact management.
Customer service follow-up records.
Customer problem feedback record.
Product information management.
Product quotation management.
Combination quotation.
Sales order management.
Order product management.
Sales opportunity management.

Customer Management: 
Manage all your customers through tag, status, industry, and customer source organization. Customer business is associated with all contacts, follow-up records, problem feedback, product quotations, sales orders, ordered products, sales opportunities, etc.

Contact management: 
Multi-dimensional construction and expansion of customer information.

Customer service follow-up management: 
Record every customer service follow-up record to ensure that the service solution is recognized by the customer. 
Support condition filtering and time period filtering records.

Customer problem feedback management: 
Record all customer problem feedback, so that the problem can be solved better. 
Support condition filtering and time period filtering records.

Product information management: 
Create your products, provide quick choices for sales orders and product orders, and automatically count the amount and data.

Product quotation management: 
Each product has a fixed price, and for different types of customers, each product should also have a different sales price. 
Provide you with the original price and the latest quotation. 
Support condition filtering and time period filtering records.

Combination quotation:
A quotation can select multiple products at once for quotation and statistics.
Select the product quotation, you can modify the latest price and quantity, and automatically calculate the total amount.
The quotation can add the amount of the entire discount.
The product item of the quotation can be removed.

Sales order management: 
Sales orders can add multiple product information to the order list at one time, and automatically count the total quantity and total amount. Support condition filtering and time period filtering records.

Ordering product management: 
Ordering the required products for customers, as well as summarizing the order quantity and amount. 
Support condition filtering and time period filtering records.

Sales opportunity management: 
Grasp every sales opportunity, solve customer needs, and obtain the final transaction. 
Support condition filtering and time period filtering records.


Most of the data supports condition filtering and time period filtering records.
Clear customer, item, and amount statistics report.
Basic data management.
Quickly retrieve data.
Easy-to-operate UI design.
Provide password protection.
CSV exports all data; including customer, contact, and product information.