CRM: Customer Relationship Management By using ECOUNT CRM, you can easily register and track customer information as well as consultation and sales history.
Customer Information Management
- Register client and customer information.
- Register business cards and search for cards that meet specific criteria.
- Send emails using the registered information.
- Assign employees who are authorized to view customer information.
- Batch upload large volumes of customer information by linking with Excel.
Customer/Vendor History
Management
- Manage customer consultation history and contract
progress status. - Retrieve and analyze customer data based on different time
periods and conditions. - Customize input fields in the board according to the business
environment to input all necessary information - Manage all stages in on place, from pre-contract negotiations
with a customer/vendor to purchase and sales ordering.
Integration of Client
Information and ERP Vouchers
- You can attach inventory and accounting vouchers
to client management posts to record transaction details. - When registering a client, you can store contract files,
images, and more, eliminating concerns about losing
contract documents.
