What is basic process about CRM?
2017-08-15 10:37:38
zhangjiahui
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  • Join Date: 2017-05-12
  • Last Login: 2018-11-19

Zdoo CRM process is very simple, compared to other CRM software, which can be understood in an equation - customer+product=order=>contract.


  1. Each company should have its own product/service which will be Product in Zdoo.
  2. The company try to get customer contact which is Customer in Zdoo.
  3. Create an Order wen customer want to buy, and then track the order.
  4. Sign the contract after working on customers.
  5. Once contract is signed, the company will ensure on-time delivery and recieve payment.

Zdoo CRM also has contact management, communication management, address management to help slaes persons better track the whole sale process.

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