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README
Apache-2.0

crm

基于asp.netCore+EFCore+mysql+layui的CRM系统

主要功能包括:

  • 工作台
  • 账户管理 -- 模块管理 -- 角色管理 -- 用户管理
  • 客户管理 -- 客户信息管理 -- 公共客户池 -- 所有客户
  • 销售 -- 项目管理
  • 工作计划
  • 统计分析 -- 基本数据统计 -- 每天电话量统计
  • 邮件营销 -- 邮箱资源管理 -- 目标邮箱管理 -- 邮件模板 -- 邮件发送任务
  • 题库
  • 答题
  • 员工考试记录
工作台

工作台分为普通用户和管理员两种不同角色显示内容不同。

  • 普通用户工作台显示当天、本周、本月销售目标、完成情况、待收账款、最近的工作计划等。
  • 管理员工作台显示最近工作计划、昨天各个员工的客户量、电话量、成单量、应收账款和回款情况。
账户管理
  • 模块管理:列出系统中所有的功能模块
  • 角色管理:允许用户自定义角色,并且给角色赋予权限,进行权限管理
  • 用户管理:新增和管理用户信息、设定用户所属角色
客户管理
  • 客户信息管理:当前登录人员管理的客户信息,包括客户的录入,查询,编辑,添加或查看联系记录,加入计划等。
  • 公共客户池:单位公用的客户信息,如果一个业务员的一个客户不再维护可以放到公共客户池,所有人都可以在公共客户池中领用客户
  • 所有客户:一般管理员才有权限看到这个页面,在这个页面可以查看所有的客户的信息。
销售
  • 项目管理:联系客户,成单之后形成一个销售项目,可以在这个页面中跟踪销售项目进度,如合同签订,预付款,预收账款等。
工作计划

在工作计划中展示了当前用户所有的工作计划以及计划完成情况,在这个页面中可以单独增加计划、也可以在客户信息管理中新增一个计划、在客户信息管理中增加的计划会跟对应的客户绑定、可以直接在计划中显示客户信息,方便使用。在工作台中的工作计划只显示最近几天的未完成的。

统计分析

统计分析主要针对电话量、客户量进行统计分析

邮件营销
  • 邮件资源管理:用于发送邮件的邮件账户、密码、IP、端口等信息
  • 目标邮箱管理:用于设置接收邮件的客户邮箱信息
  • 邮件模板:用于发送邮件的邮件内容
  • 邮件发送任务:可以新建邮件发送任务,后台发送营销邮件
题库、答题、员工考试记录

针对员工内部考试做的一个在线考试功能,可以自主录入试题。答题时随机生成试卷。查看员工考试情况等。


系统采用asp.netcore2.0 + efCore + mysql 前端基于layui的后台模板搭建。管理员用户名admin,密码admin

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