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 customer/vendor or client information.
- Register business cards and search for cards that meet the specific criteria.
- Send emails using the registered information.
- Specify employees who can access customer information.
- Bulk upload large amounts of customer information by integrating 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, from pre-contract negotiations with
customer/vendor to orders and sales, in one place.
Link customer/vendor
information with ERP slips
- Record transaction details by attaching inventory and
accounting slips to the customer management posts. - Save contract documents, files, images, etc., when
registering the customer/vendor to reduce worries on
losing of contract-related materials.
