iShelly 企業CRM vs Customer Management

◎ 獲蘋果日報等多家媒體報導的創新業務工具 ◎ iShelly 是業務必備的隨身客戶資料庫和私人貼身秘書，在移動中也能輕鬆便捷地查詢和聯繫客戶、追蹤來往紀錄、管理工作和行程，有效維護客戶關係，快速提升業務能力! iShelly 是專為業務銷售人士和團隊設計的雲端工具，結合網頁版和行動 App，可跨裝置使用，平時用網頁版，操作方便不傷眼；外出用 App，為您的業務工作提供強而有力的支援和服務。 iShelly 企業CRM – 客戶管理: ▪ 隨身客戶資料庫，由潛在客戶到成交完整保存 ▪ 紀錄追蹤筆記，永不遺忘客戶說過的話 ▪ App 內直接聯繫，電話、電郵和地圖定位 ▪ 標籤彈性篩選，精準行銷 ▪ 自動標示客戶生日 ▪ 支援 Google, Outlook, 手機通訊錄等匯入 (由網頁版匯入後同步至 App，步驟簡單) iShelly企業CRM – 工作管理: ▪ 如私人秘書的智慧行事曆 ▪ 與客戶資料整合，完整記錄客戶服務歷程 iShelly 企業CRM – 銷售商機管理 ▪ 隨時掌握銷售進度，業務主管最佳利器 ▪ 彈性強大的篩選功能 ▪ 自動生成業績預測等報告 (報告於網頁版查看) iShelly 企業CRM – 銷售活動管理: ▪ 與工作整合，輕鬆記錄 ▪ 分類統計銷售活動 ▪ 自動生成日報、週報、月報 (小組版和專業版限定，報告於網頁版查看) iShelly企業CRM – 專業特色: ▪ 隨時隨地，提高業務行動力 ▪ 與網頁版即時同步，一地修改，兩地更新 ▪ 嚴密安全防護，保障客戶資料 ▪ 設計簡練雅緻，介面直覺人性 ▪ 企業級解決方案，快速、可靠、穩定

CustomerManagement is a well-organized and easy to navigate app with extended functionality to manage your personal and business contacts. Now you can get the macOS version and share the data. Record important customer business categories, gender, avatar, first name, last name, company name, website, department, mobile, fax, address, email, notes... - Track your relationship with customers, customers or any professional acquaintance, record interaction logs and to-dos with customers. - Customize customer categories, customer tags, and quickly match customers. - Customer data can be filtered by customer category, customer gender. - You can choose different customers, different date ranges (today, this week, this month, this year, all), view customer logs. - You can choose different customers, different date ranges (today, this week, this month, this year, all) to view customer to-do items. - CSV data for contacts, to-do, logs can be exported (all data & custom date ranges can be exported). - Sort the customer's last name and name according to your usage habits. - Quickly search for customer information, customer logs, customer to-dos, customer categories, customer tags. - According to the needs of some users, gender can be set as: Male, female, other, none. - iCloud sync and backup data. - When using a Wi-Fi network, data is automatically synchronized and backed up. - Share data with macOS version. - CSV data export. - On the homepage list, click the avatar on the left to enter the more information page, and you can customize more field values. We have released the online version: the online version of customer management APP can help you manage customers, customer follow-up, customer to-do list, etc., and record the related activities of all customer groups. Support multiple users to manage the company's customers online in real time at the same time. Data is stored in the cloud safely and without worry.