Refined financial management system and method based on CRM

The invention relates to the technical field of financial management, and provides a refined financial management system and method based on CRM, and the system comprises a sales management end and a financial management end. The sales management terminal comprises an order management module which i...

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1. Verfasser: ZHENG NENGHUAN
Format: Patent
Sprache:chi ; eng
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Zusammenfassung:The invention relates to the technical field of financial management, and provides a refined financial management system and method based on CRM, and the system comprises a sales management end and a financial management end. The sales management terminal comprises an order management module which is used for calling product prices and stock to generate a customer order table, storing the customer order table and then sending the customer order table to a contract management module; the financial management terminal comprises a quotation module which is used for storing the inventory of enterprise products and price information, generating the price information, and sharing a quotation table to an order management module; the problem that in the prior art, if an enterprise and a client have countless transactions in one year, countless contracts are signed, and the experience is too poor is solved. And if the enterprise and the customer sign one quarter or one year in a contract or settle settlement according