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Customer Relationship Management System
# CRM
Long-term Stable Updates
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Full Source, Multi-Port

Customer Relationship Management System

System Overview HUACODE CRM is an enterprise-level CRM and sales management platform. It helps sales teams manage customers, leads, deals, and contrac

Starting From
S$1,800/ license
⚡ Deploy in 3-7 天
Core Features
Customer ProfilesCustomer SegmentationLead ManagementOpportunity ManagementContract Management & ReviewPayment Management & RemindersBusiness Overview & TrendsPermission Management & System Settings
Languages
简体中文繁体中文English
Licensed & certified
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Customer Relationship Management System feature overview

System Overview

HUACODE CRM is an enterprise-level CRM and sales management platform. It helps sales teams manage customers, leads, deals, and contracts throughout the entire process, enabling data-driven decision-making to drive sales performance and enhance team collaboration and deal success rates. Four characteristics define the platform: Unified Management (coordinate customer, contract and full-process sales management), Data-Driven (analyze data to identify trends and uncover opportunities), Collaborative Efficiency (enhance team collaboration and improve efficiency) and Secure & Controllable (role-based access control ensures data security and compliance). The dashboard combines Key Metrics — new leads, new customers, new deals, won deals, contracts and follow-ups this month — with a Deal Overview gauge and Leads and Deals trend charts, making customer management clearer and sales growth more efficient.

Sales Workflow

  1. Import Leads: bring leads into the system with source and owner information
  2. Track Leads: log follow-ups and status to qualify real opportunities
  3. Advance Opportunities: move deals through stages with probabilities and forecasts
  4. Contract Review: review terms, amounts, dates and risks before signing
  5. Payment Management: track payments, methods and status to streamline collection
  6. Data Reconciliation: analyze results with dashboards and trends to adjust the plan

Customer & Sales

  • Customer Profiles: centralize customer basic info, industry, contacts and key stakeholders for unified customer data (build a complete customer database)
  • Customer Segmentation: segment customers by attributes and behavior to enable targeted marketing (improve marketing precision and ROI)
  • Lead Management: track lead sources, follow-ups and status to streamline lead conversion (increase conversion rates and lead quality)
  • Opportunity Management: manage opportunity stages, probabilities and forecasts to drive deal progress (improve win rates and forecast accuracy)
  • Activity Records: log all interactions, follow-ups, emails and calls for complete engagement history (ensure follow-ups and avoid missed opportunities)
  • Customer Status: track customer lifecycles and engagement levels to identify priority customers (enhance retention and boost efficiency)

Contracts & Payments

  • Contract Management: manage the full contract lifecycle including draft, review, e-sign and execution (improve contract efficiency and compliance)
  • Contract Review: review contract terms, amounts, dates and risks to ensure compliance (reduce contract risks and ensure compliance)
  • Payment Management: track payments, methods and status to streamline collection (ensure timely collections and reduce risk)
  • Payment Reminders: set payment reminders to notify customers before due dates (reduce late payments and bad debt)
  • Contract Details: view contract lifecycle, customer, amounts and key dates (centralize info for easy reference)
  • Business Analytics: summarize contracts, amounts, payments and collections for data-driven decisions (data-driven decisions drive business growth)

Data & Platform

  • Common Tasks: display daily tasks and to-dos to help organize work and boost productivity (focus on key tasks and improve efficiency)
  • Business Overview: overview of key metrics — deals, contracts and collections — for quick insights (real-time insights to guide decisions)
  • Contract & Payment Trends: analyze contract, payment and collection trends to optimize cash flow (optimize cash flow and forecast future trends)
  • Lead & Conversion Trends: analyze lead sources, conversion rates and funnel performance (optimize acquisition and conversion strategies)
  • Permission Management: configure roles and permissions to control access and protect data (ensure data security and compliance)
  • System Settings: manage fields, workflows, custom modules and system settings (flexible system to meet business needs)

Detailed Feature List

ModuleFunctions
DashboardDashboard and Custom Dashboard views; Key Metrics for new leads, new customers, new deals, won deals, contracts and follow-ups this month; Deal Overview gauge with won amount and yearly or monthly filters
CustomersCustomer and lead lists with ID, source, customer, industry, owner, phone, amount, stage and actions; search and filtering; lead tags such as All, New, Assigned and Converted; owner assignment
Leads & DealsLead source and status tracking; deal stages such as Qualified, Proposal, Negotiation and Closed Won; probabilities and forecasts; follow-up logging with interactions, emails and calls
ContractsContract lifecycle from draft to review, e-sign and execution; terms, amounts and key dates; contract details and customer linkage; payment reminders before due dates
Reports & Data CenterLeads Trend with All Leads, New Leads, Assigned and Converted views; Deals Trend with All Deals, New Deals, Won and Lost views; period filters for this month, this quarter, this year and custom ranges; contract, payment and collection analytics
Settings & PermissionsSales settings and system settings; role-based access control; custom fields; workflows; custom modules; notifications; CRM management modules

Business Value

  • Unified Management: coordinate customer, contract and full-process sales management
  • Data-Driven: analyze data to identify trends and uncover opportunities
  • Collaborative Efficiency: enhance team collaboration and improve efficiency
  • Secure & Controllable: role-based access control ensures data security and compliance
Accepted Payments
💳 Stripe🔵 Alipay💚 WeChat Pay
Frequently Asked Questions
Which stages of the sales process does the system cover?+
It covers importing leads, tracking leads, advancing opportunities, contract review, payment management and data reconciliation — a complete chain from customer and lead to opportunity, contract and collection, all surfaced on the dashboard.
Where does a rep see what needs attention today?+
The dashboard's Common Tasks block aggregates new leads, new customers, new deals, won deals, contracts and follow-ups for the current month, and you can switch between the standard Dashboard and a Custom Dashboard view.
How are customer resources assigned to avoid duplicate follow-ups?+
Customers can be assigned to owners with team ownership, and lists show owner, source, industry and stage. Segmentation by attributes and behavior further supports targeted outreach and avoids duplicated effort.
How do contract review and due-date reminders work?+
Contract management covers the full lifecycle from draft to review, e-sign and execution, with terms, amounts, dates and risks reviewed for compliance. Payment reminders notify customers before due dates to reduce late payments and bad debt.
Can collections and performance trends be analyzed?+
Yes. The Business Overview summarizes deals, contracts and collections, Contract & Payment Trends analyze cash flow over time, and Leads & Conversion Trends chart lead sources, conversion rates and funnel performance with this-month, this-quarter, this-year and custom filters.
How is data visibility controlled across multiple teams?+
Permission Management configures roles and permissions to control access and protect data, ensuring security and compliance, while System Settings manages fields, workflows, custom modules and other platform-level configuration.

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