Personal platform

Today's new articles, company news, work view, hot articles, common workflow, personal style, birthday reminders, my attention, pending review, relevant notes, notepad, customer warning, mail management, SMS management, favorites, my related articles, column articles, I search

Operating chart

Personnel sales summary, customer New Year analysis, service type proportion, account manager new customer ranking

Company platform

System, announcement, custom column, culture, knowledge, forum

Target performance

Personal/team goal, personal/team schedule, goal view, schedule statistics, work summary, KPI score, goal evaluation, custom report, routine work, work track, task assignment, work schedule reminder, weekly goal arrangement

Schedule management

Schedule statistics, custom reports, work trails, schedule reminders, personal/team schedules

Customer management

Customer classification, customer transfer, customer approval, batch entry, receivables analysis, customer early warning, customer consolidation, import and export, customer sharing, contact, call query, email SMS, query, print, birthday care, customer information, customer analysis, exchange management

Sales management

Merchandising classification, merchandising review, merchandising follow up, transfer export, merchandising statistics, sales tasks, sales analysis, sales statistics, sales funnel, transaction records, sales orders

Service management

Service list, service request, service processing, dispatch, service hanging workflow, service transfer schedule, service transfer knowledge, service analysis

Work activity

Pending activity, signature activity, activity list, work activity hanging workflow

Expense management

Cost budget, cost management workflow, cost statistics, cost trend, cost documents

Workflow management

Workflow manifest, custom report, workflow deactivation, workflow termination undo

Quotation management

Quotation list, quotation to be reviewed and signed, quotation word export

Contract management

Contract list, contract query, expiration query, contract statistics, contract payment ranking, contract transfer into purchase, sales and inventory, contract word export, contract collection

OA office

Conference room management, statistical analysis, vehicle application, vehicle annual inspection and maintenance, office supplies storage, office supplies

Custom report

Enterprise data is presented visually

System management

Product management, department and staff management, common people group, personal Settings, SMS management, form management

钉钉

To-do list, Expense Management, Company platform, Today's New text, OA office, Customer management, target performance, address book, service management, sales management, work activities

Enterprise wechat

To-do list, Expense Management, Company platform, Today's New text, OA office, Customer management, target performance, address book, service management, sales management, work activities