Digital Services · Business management system

CRM Customer Management System

For unified management of customers, opportunities, follow-ups and the sales process

Estimated timeline
20–40 working dayscounted from confirmation of scope
Key deliverable
CRM System
Packages
CRM Customer Management System

What you provide

  • Sales Organization
  • Customer data fields
  • Opportunity Process
  • Follow-up Rules
  • Quotation and Contract Samples
  • Users and Permissions
  • Historical Customer Data
  • Reporting Requirements.

What you receive

  • CRM System
  • Customer and Opportunity Process
  • Permissions and Reminders
  • Data dashboard
  • Import Template
  • User manual
  • Training and go-live acceptance

Service details

Customers and contacts; sales leads; opportunity stages; follow-up records; quotation and contract information; sales tasks; reminders; permissions; sales funnel and performance reports; basic data import.

Estimated processing time: about 20–40 business days after requirements are confirmed

Prices follow the service listing. Where government approval or official review is involved, the outcome rests with the authorities and cannot be guaranteed.

CRM Customer Management System · Zhongwai Enterprise Service Center