E-OFFICE | STANDARD OA PLATFORM FOR SME
Customer Relationship Management
Weaver e-Office CRM is tailored for SMEs, enhancing customer management, sales tracking, contract signing, and payment processes in one streamlined platform.
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
Permission
Manage permission 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
Follow-up reminders
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
Management sales contract on single platform
- 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
Customer payment
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 tracking
Integrated information between customers and projects, cross department collaboration
- 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
A space for managing all customers with visual analysis
- 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
All-in-one collaborative working platform
Enhancing every point of contact to improve overall satisfaction and streamline communication within your organization.
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