Customer Relationship Management (CRM)
e-office 11.0 ｜ Standard OA Platform for SME
Explore Weaver e-office CRM platform solution designed for SME. Manage customer profile, sales follow-up, signing and payment collection.
Enhanced customer management experience
Integrated management of customer profile, allocation, sales follow-up, signing and payment processes.
Customer profile
Conveniently create and manage customer profiles
- Create new customer profiles and manage customer industry, attributes, status, and other information
- Trace the operation history with customer log.
- Quick search for customers through keywords and advanced filters.
Allocation and permission management
Efficient permission management and customer allocation based on role and position
- Bulk transfer, share, and assign customers to designated sales or managers
- Easily request user access to restricted customer profile
- Flexibly handover customers by sharing access to customer profiles
Customer follow-up
Efficiently follow-up with customer with intelligent contact reminders.
- Establish contact plans and set up contact reminders in the salesperson's schedule
- Maintain contact records for both in-contact and long-unattended customers
- Search contact records by date and contact type
Business leads
Standardized management of all business leads
- View all customers, related contracts and other information in an organized table
- Support import, export, search and queries of business leads
- Batch deletion of inactive leads
- Easy for supervisors or managers to keep an eye on existing leads
Sales contract
Sign sales contract with DocuSign integration
- Automate sales approval workflow across departments based on defined conditions
- Sign and stamp contracts online
- Easily keep track of contracts signing status in an overview table
Account receivables management
Streamline control over sales receivables actions.
- Set automated reminders for upcoming due dates on settlements
- Pull up associated contracts with received receivables
- Trace history of sales receivables
- Provide summary statistics on received and outstanding settlements
Project implementation
Integrated information between customers and projects throughout project implementation.
- Streamline control over project progress from initiation, implementation to acceptance with an associated customer profile
- Integrate projects with contract budgets and other related information on the platform
Customer pool
An individual space for managing unattended customers with visual analysis.
- Easily define permission access to the customer pool for every salesperson
- Automatically release long-unattended customers to the customer pool based on conditions
- Visually present the allocation status of customer pools through charts
Optimize every customer touchpoints with ease
Elevate your office experiences with Weaver e-office. Request for a free demo.
