我正在尝试寻找具有某些特定功能的 CRM

发布于 2024-10-11 09:34:40 字数 1459 浏览 4 评论 0原文

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十二 2024-10-18 09:34:40

WORKetc 是一个基于 Web 的业务管理应用程序,它将 CRM、PM 和计费功能结合到系统中。它直接集成了这些方面,以便某些项目可以相互附加,IE 联系人和项目、时间表和项目、待办事项和潜在客户,您明白了。

它以 CRM 功能为中心,其中包括机会/销售跟踪,这些功能可以与发票/报价模块集成,也可以附加到产品目录中的产品,一旦建立销售,就可以转变为自动计费的订阅销售按月费率。

WORKetc 具有自定义字段、网站集成表单、以 CSV 格式导入/导出数据、实时运行数百种不同形式数据的业务范围报告,并拥有客户登录门户:您可以邀请无限数量的客户参与项目协作、查看发票、跟进支持票证等(根据您设置的权限)。

与其他 CRM 系统进行比较:http://www.worketc.com/compare

David

WORKetc is a web based business management application that combines features of CRM, PM, and billing into system. It integrates these aspects directly so that certain items can be attached to one another, I.E. contacts and projects, timesheets and projects, to-dos and leads, you get the idea.

It's centered around its CRM features, which include opportunity/sale tracking, and these can be integrated with the invoicing/quoting module and also attached to products from the product catalog, and once established as a sale can be turned into subscription sales that bill automatically on a monthly rate.

WORKetc has custom fields, website integration forms, has data import/export in the CSV format, runs business wide reports on hundreds of different forms of data in real time, and has a customer login portal: you can invite an unlimited amount of clients to come in and collaborate on projects, view invoices, follow up on support tickets, etc (based on permissions you set).

Compare with other CRM systems here: http://www.worketc.com/compare

David

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