Efficiently Centralize Customer Data, 24/7 Stay Close to Potential Customers.
Efficiently Centralize Customer Data, 24/7 Stay Close to Potential Customers.
Centralize the storage and management of customer data, including basic information, contact details, transaction history, discount records, and more.
Automated sales processes, such as customer follow-up reminders, quote and discount approvals, contract renewal notifications, email and SMS campaigns, and more to improve sales efficiency.
Quickly generate various forms such as quotes, receipts, and contracts.
Provide robust data analysis capabilities, generating reports to help understand customer behavior and trends.
Presenting data in graphical form facilitates understanding customer behavior and trends, making it easy to analyze and compare.
Record customer interaction history, including calls, emails, and chat records, ensuring seamless communication.
Offer mobile apps or responsive design for easy access to and use of the CRM system anytime, anywhere.
Supports API/ Webhook integration, allowing seamless integration with other business applications.
Design a CRM to fit your customer management process needs.
E-commerce platforms can use the YOOV CRM system to integrate data for tens of thousands of users. Through data analysis, it can accurately identify customer needs and preferences, and send personalized offers and promotions, driving significant sales growth.
Retail stores can implement the YOOV CRM system to consolidate customer data and sales records from multiple stores. Personalized recommendations and promotions can be provided based on customer needs, enhancing the shopping experience and increasing customer loyalty.
Financial service institutions can adopt the YOOV CRM system to consolidate customer data across different departments, automate workflows, process customer financing needs faster, provide timely sales support, and improve customer satisfaction.
YOOV CRM system has an intuitive interface, allowing quick adjustments to any settings. Its simple operational flow ensures users can quickly learn and master it.
With YOOV CRM flexible design, you can expand system architecture and applications as your business grows.
YOOV CRM features are continuously optimized or updated to enhance your user experience.
YOOV CRM API supports data integration with multiple third-party tools.
Send reminders or promotional emails, messages, etc., based on time conditions such as customer contract expiration dates, birthdays, holidays, etc., notifying both customers and responsible sales colleagues.
Automatically allocate and notify sales colleagues for follow-up when there are new or modified records, such as new customers or changes in quotations.
Customize conditions to notify superiors for approval, such as when customer discounts fall below a specified percentage or when extending the trial period for a customer.
YOOV CRM can integrate with other YOOV management tools, synchronizing data across departments to ensure consistency and real-time updates, enabling comprehensive business management.
Whether traveling for work or working remotely, you can access and manage customer information through the CRM system via the internet anytime, ensuring the customer database is always at hand.
The interface is designed to be simple and user-friendly, allowing sales teams to get started immediately, improving efficiency quickly.
Choose different modules according to business needs:
• Sales, Procurement, Inventory • Logistics and Transportation System
• Event Planning
Businesses can achieve a paperless office model, thereby enhancing ESG ratings:
If you need personalized service, our team can provide free professional guidance and process configuration assistance.
Need more help?
You can go to our help center to view the operation method and process. Also contact us via email: cs@yoov.com or +852 2988 8883