BreezeCRM vs 客户跟进销售端

BreezeCRM is a lightweight CRM built for sales professionals, consultants, and entrepreneurs. Keep contacts, tasks, files, and milestones together in one place, so you can stay on top of every customer and follow-up without digging through photos, notes, and scattered files. Keep customer information organized Start by organizing contacts with tags, then import them from your address book. Common fields are ready to use, and you can customize them to match the way you work. Link tasks, files, and milestones to each customer so you always know what needs to happen next and where the related information is. Built for sales follow-up BreezeCRM makes it easy to create and manage follow-up tasks. Create tasks quickly, save frequently used scenarios, and link tasks to customers, projects, and files. Set regular notifications or use alarms for important follow-ups, helping you stay on top of customer conversations and avoid missed tasks. Keep files with the right customer or project Stop letting important documents get buried in your photo library or file folders. Attach files to customers, projects, or tasks, organize them with tags, and find what you need with quick search. Turn on iCloud Sync when you need it to keep your data available across Apple devices. BreezeCRM also works offline, so you can continue working without an internet connection. Project management when you need it Project management is optional. For long-term projects and team collaboration, you can assign roles, connect contacts, track milestones, and monitor progress. When you don't need project management, it stays out of the way of your everyday customer and sales workflow. Key Features • Custom Tags — Organize contacts, projects, tasks, and milestones your way • Contact Import — Import contacts with built-in and customizable fields • Customer Follow-up — Connect customers with tasks, files, and milestones • Tasks & Reminders — Create tasks quickly and set custom reminders and alarms • File Organization — Keep files connected to customers, projects, and tasks • Optional Projects — Manage teams, roles, milestones, and project progress • iCloud Sync — Sync across devices and keep working offline BreezeCRM Pro BreezeCRM Pro unlocks iCloud Sync, unlimited files, unlimited custom fields, business card scanning, and other advanced features. Your subscription will automatically renew unless auto-renewal is turned off at least 24 hours before the end of the current subscription period. Payment will be charged to your Apple ID account after purchase confirmation. Your account will be charged for renewal within 24 hours before the end of the current subscription period. You can manage your subscription or turn off auto-renewal in Settings > Apple ID > Subscriptions after purchase. Privacy Policy: https://styart24.github.io/StyartHome/breezecrm-privacy-policy-en.html Terms of Use: https://styart24.github.io/StyartHome/breezecrm-terms-of-service-en.html

专为销售行业设计的轻量级客户管理应用,帮助您高效管理客户关系、跟踪跟进进度、把握每一个商机。 老板可以下给业务员用：通过报表了解业务员的客户跟进动向，跟进记录自动生成定位，打卡必须有拍照，不担心业务员摸鱼！ 业务销售自己用：高效管理客户跟进，全网少有接入工商数据导入，超期推送通知，自动统计业绩目标，让成交更多，目标更清晰！ 核心功能: [客户管理] 支持手动添加、名片扫描、CSV导入,自动识别客户等级(A/B/C/D) [跟进提醒] 根据客户等级智能计算下次跟进时间,超期自动标红预警 [成交记录] 记录每一笔订单金额,实时统计月度成交目标达成率 [企业查询] 集成企查查数据,一键获取企业工商信息（不完全免费） [数据备份] 加密备份所有数据到本地文件,随时恢复,永不丢失 [导出功能] 一键导出对账单PDF、跟进记录PDF、客户列表CSV [位置打卡] 到访客户时记录GPS定位和时间 [Widget] 桌面小组件显示超期客户,不错过任何跟进 适用场景: - 业务员日常客户跟进 - 小团队客户管理 - 展会名片快速录入 - 销售团队业绩跟踪 免费版支持管理8个客户,Pro版解锁全部功能。 How can small shops and micro-enterprises manage customers, close deals, and handle billing and collections? Skip the bulky, expensive CRM suites — use Client Follow-Up, a lightweight yet full-featured app. Smart overdue reminders, auto-generated statements, exportable follow-up check-in records, pinned VIP clients, precise customer search, deal history statistics, and revenue target reminders on top... It will absolutely boost your conversion rate! https://www.apple.com/legal/internet-services/itunes/dev/stdeula/