宜选智能CRM
iOS app by Beijing Global Traderoad Software Technology Co,.Ltd.. Business · Beijing Global Traderoad Software Technology Co,.Ltd.
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.0.1
- Listing last refreshed
- 2026-09-08
View the original store listing
Store description excerpt
宜选智能CRM 是面向销售团队的移动办公客户端，让"跟单 / 维护客户 / 处理邮件 / 跟进任务"四件事随时随地在手机上完成。 【核心场景】 • 概览：登录即可一眼掌握商机总数、客户总数、待办任务数；销售阶段分布图按时间维度快速回看业绩节奏。 • 商机：从列表筛选到详情，每条商机都标记当前阶段、客户、负责人与标签；点击详情可调整阶段、追加描述与备注。 • 客户：按国家 / 阶段 / 标签快速定位客户档案；进入详情后一键发起商机、邮件或任务。 • 邮件：按文件夹切换收件箱 / 已发送 / 草稿；内置写信、回信与继续草稿，离开页面自动存草稿。 • 任务：从概览或客户详情均可新建任务，支持指定时间、关联客户与商机、补充备注。
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