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協助企業建立最重要的客戶經營軌跡

CRM Plus: Uplift your sales numbers and create success with CRM Plus. 

CRM Plus integrates all sales relevant demands such as campaign management, leads management, opportunity management, issue management, sales activity management, and information analysis on one platform. Enterprises can easily create customized customers datafields and charts that keep tracks on potential prospects to uplift sales numbers.

CRM Plus is also accessible on mobile devices and various web browsers allowing enterprises providing timely and direct support and interations with your customers anytime and anywhere you go!

CRM Plus can be obtained through software package or cloud-based subscription upon your preference. Enterprises may also request for our additional add-on features such as knowledge management, human resource management, and project management to optimize different enterprise’s needs. Our goal is to help enterprises to find the right mix of our services to see enterprises thrive and grow!

 Modules

Home Page

Navigation Menu Management

CRM navigation bar is fully customizable to suit the demands of any enterprise.

Sales Dashboard

A clear illustrative representation of sales performance; sales monitoring management made easy.

Quick Navigation

Allows the immediate skim through of urgent personal tasks needed to be addressed immediately.

Home Page Information

Important information such as annual sales targets and company slogan can be displayed at the home page to be seen by every user after login.

Marquee/Sliding text

Administrators can target dynamic notices at specific group of users on the top of every page conspicuously.

Sales Marketing

E-mail

E-mail templates can be saved and historical E-mails that were sent to clients could be retrieved.

Marketing Campaigns

CRM can track all historical marketing campaign results to help project future campaigns and devise effective strategies.

*Text Messaging

CRM can send text messages to potential or current clients of information updates and notifications.

Sales Activities

Sales Contact Lists

A collaborative platform to manage and integrate all client contacts.

Sales Calendar

A calendar that notifies users of upcoming client meetings or related sales activities.

Report Log

Salesperson can keep and report regular feedbacks of sales activities.

Sales Potentials

Sales Managers can track and manage specific sales.

Customer Potentials

A management platform to track and manage potential and prospective clients.

Customers Management

A management platform to manage current clients.

*Product Quotes

CRM assists users through all stages of generating a quote including its production, audit and export.

*Sales Order Management

CRM also assists users through all stages of generating a sales order including its production, audit and export.

*Invoices Management

A comprehensive platform where invoices be produced and accounts receivables be analyzed and reported.

*Contract Management

CRM helps its user to manage and record all contracts and promptly inform of upcoming expiring contracts.

Customer Support

Troubles Ticket

A platform that allows all customer issues to be collected and managed; frequent issues can be transferred to the FAQ module.

FAQ

CRM helps your sales team to accumulate all past knowledge and experiences and record them in the FAQ for future references.

*Customer Portal

CRM provides your customers with a customer portal that enables your customers and your sales to interact on a single platform.

Sales Dashboard

Sales Dashboard

Automatically generated illustrations are easy to understand and help your sales team to analyze overall sales performance.

Sales Report

Sales Report allows your sales team to make multidimensional report for comprehensive information analysis.

Product Management

Product Management

All products can be recorded and catalogued; separate files can be attached as related information.

Vendor Management

A place to record past contacts made with each vendors and a detailed analysis can assist sales to devise marketing strategies.

*Price Catalog

Pricing can be established for variation of the products; price catalog enhances your invoice management.

*Purchase Orders

CRM assists users through all stages of generating a sales order including its production, audit and export.

Assistive Tools

Message System

An internal messaging system that allows messages to be sent, received or tracked at any stage and by any sales member.

Notes

A electronic Post-it for important client details.

Todo list

A management system to track client errands and client progresses.

Mobile Apps

*Mobile Platform

CRM is user friendly regardless of your interface and device of choice: Androids, iOS, smart phones or tablets.

*Go CRM (App)

Receive CRM messages from anywhere, always up-to-date and well-informed of the latest updates.

E-Office Plus

IM Plus

If you want to try our product, please click on the Trial button on the right hand side, thank you.