Customer Management Online

The customer management online version APP provides easy-to-use customer management, customer follow-up management, customer to-do management for small businesses, small companies, and small teams, and records the associated activities of all customer groups. Support multiple users to manage the company's customers online in real time at the same time. Data storage cloud is safe and worry-free.
The customer record data of all users is synchronized in real time, and the boss can see it at a glance.
This APP provides you with a cloud synchronization service, and one account can instantly synchronize on multiple terminals without manual data backup.
The most important thing is that you will not lose data even if you change your phone, and you can access cloud data with one account.
This APP can support the same account to log in on multiple devices at the same time, and enable multiple devices to synchronize data instantly.
Before starting to use, you need to register an administrator account, then log in to the administrator account, and then add sub-users/employees.
【Customer Management】
Customer management information includes main customer tags, customer status, customer industry, customer source, customer follow-up status, customer importance, etc.
Customer data will be associated with follow-up management and to-do management.
Results can be quickly filtered based on important attributes of customers.
You can quickly filter the results according to the date added by the customer (all, year, month, day).
Customer data is stored in a cloud database.
The free version can add 5 records, and more than 5 records need to be purchased by the administrator.
【Customer follow-up management】
It is mainly to record all outgoing personnel and record the content of project follow-up when visiting customers.
You can quickly filter the results according to the date added (all, year, month, day).
The free version can add 5 records, and more than 5 records need to be purchased by the administrator.
【Customer to-do management】
It is mainly to record the various demand feedback of different customers and set the priority of the matter. After reviewing the feedback you submitted, the boss or superior can provide corresponding solutions to help the company run more efficiently.
Results can be quickly filtered based on completion status (all, incomplete, completed).
The free version can add 5 records, and more than 5 records need to be purchased by the administrator.
【Personnel management】
After the administrator purchases VIP, multiple sub-users/employees can be added.
Sub-users cannot register accounts, and can only be registered by administrators adding accounts; administrators set up employee accounts and passwords, and then assign them to sub-users.
【In-App Purchase】
Purchase service: Purchase cloud service (1 year).
Purchase period: 1 year (expiration will be reminded).
Purchase price: View in-app.
Payment method: Users use their Apple ID to make in-app purchases.
Supports the ability to delete accounts and associated data.
Warning: Deleting an account will also delete all data associated with the account.
These data will be permanently deleted from the server, and no account associated data can be retrieved.
Before deleting an account, please delete all data associated with this account.
The App will add some default data, you can modify or delete it on the page (More -> Basic Data).
This app offers 7 days of free use!
If you have any questions about the use, you can contact us through the email in the App.