Customer management

1,customer-centric, automatically collect the customer's project, with the customer signed a contract, how many projects, the contract settlement of the settlement, the project construction and other data overview;

2,The establishment of customer flow mechanism, the management of customer resources allocated to the customer follow-up process of sales staff replacement, customer resource information related historical follow-up information to protect the customer to follow up Persistent;

3,A customer cooperation opportunities to follow up the management, business opportunities to follow up the log, resource applications, quotes and other information to predict the probability of future business opportunities and the expected amount of transactions.

Bidding process management

1,The management project from the project reporting, registration, program review, opening feedback, successful notice, the project business process process;

2,The statistics of the company at all stages of the tender (reported, registration, bidding, winning) the number and amount of distribution data, analysis of the company's business operations (inverted triangle);

3,The tender process associated with the use of documents, integration processing documents locked and unlocked.

Bid security / guarantee management

1,The establishment of margin and deposit account, deposit deposit application and recovery in the account arrived;

 2,Real-time grasp of the project margin and deposit situation, promptly remind the deposit deposit to recover;

 3,The establishment of the tender guarantee account, the letter of the application and thawing write-off;

 4,Teal-time grasp of the project guarantee situation, promptly remind the letter expires thawed.

Document anchored contract management

1,Signed with the external documents signed a contract;

2,According to the contract terms of payment, the preparation of the payment fee payment plan;

3,Payment application, write-off documents linked to the payment plan;

4,Statistical documents linked to the cost of the situation.

Project team management

1,In the project project, the development of project participants, generate project team members table;

2,The project members to change the cost of changes, personnel changes, the project data permissions set by the role of permission to change.

Engineering contract settlement management

1,According to the project contract collection, billing, to achieve the project contract clearance, ticket clearance;

2,The receipt of specific settlement details to support the annex to upload;

3,To customers, projects, project contracts as the center can view the collection, billing, change;

4,Automatically generate the project revenue contract account and income account; generate billing records account.