e-office 11.0 ｜ Standard OA Platform for SME

Customer Relationship Management (CRM)

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.
crm_profile

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
crm_permission

PERMISSION MANAGEMENT

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
crm_followup

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
crm_leads

LEADS MANAGEMENT

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
crm_contract

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
crm_receivables

AR 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
crm_implementation

PROJECT IMPLEMENTATION

Integrated information between customers and projects

  • 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
Project management
crm_customerpool

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

Built for you. All in one platform.

Optimize every customer touchpoints with ease

Elevate your office experiences with Weaver e-office today.
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