Client Management
Centralized Client Database
Centrally manage client information and visualize transaction history by project through automatic linking. By tracking sales trends and transaction history for each client, you can support strategic sales activities.
Key Features
- Register and edit client information (company name, contact person, contact details)
- Track transaction history through automatic project linking
- Aggregate sales performance and profitability by client
- Quick client search with search and filtering
Use Cases
Instantly answer questions like "What is the total transaction amount with this client?" or "Which clients generate the most revenue?" Use it for sales strategy planning and client portfolio analysis.