Client Management Pro-CRM

Veynix Forge

Mayelana nalolu hlelo lokusebenza

I-Client Manager Pro – I-CRM, Ukuphathwa Kwamakhasimende, Izilinganiso Nama-invoyisi

I-Client Manager Pro uhlelo lokusebenza lokuphathwa kwamakhasimende oluchwepheshile kanye ne-CRM yabakhi benkontileka, abasebenza ngokuzimela, abantu abahwebayo kanye nabanikazi bamabhizinisi amancane. Phatha amaklayenti, oxhumana nabo, izindawo, amaphrojekthi, imisebenzi, izingcaphuno, ama-invoyisi, izinkokhelo kanye nokulandelela kuhlelo lokusebenza olulodwa lokuphathwa kwebhizinisi — ungaxhunyiwe ku-inthanethi ngokuphelele futhi ngaphandle kokubhalisa kwanyanga zonke.

UKUPHATHWA KWAMAKHASIMENDE NE-CRM

Gcina yonke i-database yamakhasimende akho ihlelekile endaweni eyodwa. Gcina ulwazi lokuxhumana kwamakhasimende, amanothi, amathegi, izindawo, amaphrojekthi, umlando wesevisi kanye namadokhumenti ukuze uthole ngokushesha konke okuhlobene nekhasimende.

★ Idathabheyisi Yamakhasimende
Engeza futhi uphathe amaklayenti, oxhumana nabo bamakhasimende, amanothi nama-invoyisi. Gcina amarekhodi aphelele amakhasimende futhi ufinyelele ulwazi lweklayenti noma nini lapho uludinga.

★ Impahla Nokuphathwa Kwamakhasimende
Phatha izindawo eziningi zeklayenti ngalinye. Landelela amakheli, izindawo zesevisi kanye nomlando wempahla ngaphandle kokuxuba imisebenzi noma amakhasimende.


★ Ukulandelela Iphrojekthi Nomsebenzi
Dala amaphrojekthi nemisebenzi yeklayenti ngalinye, nikeza izimo futhi ulandelele inqubekela phambili. Gcina yonke imisebenzi ixhunywe kumakhasimende kanye nempahla efanele.


IZINKOPHO, IZILINGANISO NAMA-INVOICE

Sebenzisa umsebenzi ophelele wokuthengisa nokukhokha kusuka efonini yakho: iklayenti → impahla → iphrojekthi → isilinganiso → i-invoyisi → inkokhelo → ukulandelwa.

★ Izingcaphuno Zobungcweti Nezilinganiso
Dala izingcaphuno nezilinganiso ngezinto zomugqa kanye nentela. Thumela izingcaphuno ze-PDF ezinophawu bese uzithumela ngqo kumakhasimende.

★ Guqula Izingcaphuno zibe ama-invoyisi
Guqula isilinganiso esamukelwe sibe yi-invoyisi ngaphandle kokufaka kabusha ulwazi. Londoloza isikhathi futhi unciphise amaphutha okukhokha.

★ Ukuphathwa Kwe-invoyisi
Dala ama-invoyisi ochwepheshe, landelela isimo se-invoyisi futhi uphathe ama-invoyisi angakhokhelwanga, akhokhelwa kancane, akhokhiwe kanye naphelelwe yisikhathi.

★ Ukulandelela Izinkokhelo
Rekhoda izinkokhelo zamakhasimende, qapha izilinganiso ezisele futhi ugcine umlando wokukhokha ophelele we-invoyisi neklayenti ngalinye.

★ Izingcaphuno ze-PDF Nemibiko Ye-invoyisi
Khiqiza izingcaphuno ze-PDF zobungcweti nama-invoyisi alungele ukwabelana namakhasimende.

UMLANDO WOKULANDELWA NOKUSETSHENZISWA KWEKHAMELI
Ungalokothi ulahlekelwe umkhondo womsebenzi ongaba khona noma ikhasimende elibuyayo.

★ Izikhumbuzi Zokulandelela
Setha izikhumbuzi zokulandelela iklayenti bese ubona ukuthi yini edinga ukunakwa kwakho kusuka kudeshibhodi.

★ Umlando Wesevisi
Gcina umlando wesevisi wawo wonke amakhasimende kanye nempahla. Bona imisebenzi yangaphambilini, ukuvakasha kanye nomsebenzi owenziwe ngaphambi kokuqala ucingo lwesevisi olulandelayo.

★ Amanothi, Izithombe kanye Namadokhumenti
Namathisela amanothi amakhasimende, izithombe zangaphambi nangemva, amarisidi, amaphepha kanye neminye imibhalo ngqo kumakhasimende, izindawo noma amaphrojekthi.

IDESHIBHODI YEBHIZINISI ELINCANE

Bona izinombolo ezibalulekile zebhizinisi lakho ngokushesha. Landelela ama-invoyisi avelele, amaphrojekthi asebenzayo, imali engenayo yanyanga zonke kanye nemikhuba yemali engenayo. Buka amakhasimende aphezulu ngenani lempilo yonke futhi uqonde ukuthi ibhizinisi lakho lithola kuphi amakhasimende alo angcono kakhulu.

YAKHIWE ABANGENISI NAMABHIZINISI AMANCANE

Kufanele:
• Abanininkontileka abajwayelekile kanye nabasebenzi bezandla
• Ochwepheshe bakagesi, abaphayimba kanye nochwepheshe be-HVAC
• Amabhizinisi okuhlanza nokulungisa igadi
• Ozimele kanye nabeluleki
• Amabhizinisi esevisi kanye nabantu abasebenza ngokuhweba
• Abanikazi bamabhizinisi amancane abaphatha amakhasimende, imisebenzi kanye nama-invoyisi

IBHIZINISI LAKHO, IDATHA YAKHO

I-Client Manager Pro isebenza ngokuphelele ungaxhunyiwe ku-inthanethi. Isizindalwazi sakho seklayenti, amarekhodi amakhasimende, izingcaphuno, izilinganiso, ama-invoyisi, izinkokhelo, amaphrojekthi kanye nedatha yebhizinisi kuhlala kugcinwe kudivayisi yakho.

★ Ukuthunyelwa kwe-CSV
Thumela idatha yeklayenti, yephrojekthi kanye neyebhizinisi ku-CSV ukuze uthole amaspredishithi kanye nokugcinwa kwamarekhodi.

★ Isipele Nokubuyisela
Yenza isipele sedatha yakho ephelele yebhizinisi bese uyibuyisela noma nini lapho kudingeka.

AKUKHO BHALISA. AKUKHO ZIKHANGISO.

I-Client Manager Pro iwukuthenga kanye kuphela. Akukho mali ye-CRM yanyanga zonke, akukho ukubhalisa okuphindaphindiwe kwama-invoyisi futhi akukho akhawunti edingekayo.

Noma ngabe ufuna uhlelo lokusebenza lwe-CRM, isofthiwe yokuphatha amaklayenti, i-database yamakhasimende, i-CRM yenkontileka, i-CRM yebhizinisi elincane, uhlelo lokusebenza lwama-invoyisi, uhlelo lokusebenza lwama-quote, uhlelo lokusebenza lokulinganisa, uhlelo lokusebenza lokuphatha umsebenzi noma uhlelo lokusebenza lokuphatha ibhizinisi, i-Client Manager Pro ihlanganisa ukuhamba komsebenzi ndawonye endaweni eyodwa.

Phatha amaklayenti. Dala ama-quote. Thumela ama-invoyisi. Landelela izinkokhelo. Landela. Sebenzisa ibhizinisi lakho — konke kusuka ocingweni lwakho

Yini entsha

Initial Public Release