Basic workflow

2016-09-01 09:05:53
tengfei
1833
Last edited by Renee on 2018-12-14 16:19:48

Compared with other CRM tools, CRM in Zdoo is quite simple, which can be understood as shown below,


customer+product=order=>contract.


  1. Each company has its own product/service which can be recorded as a Product in Zdoo.
  2. The company will try to get the contact information of customers, which can be recorded as Customer in Zdoo.
  3. Create an Order when a customer wants to purchase, and then track the status of the order.
  4. Sign the Contract.
  5. Once a contract is signed, the company will ensure the delivery on time and receive the payment.


With Zdoo CRM, you can also manage your contacts, communication history, addresses and so on to help your sales team better track their sales.



If you have questions, feel free to contact us at Renee@cnezsoft.com.


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