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Fund

Funds are the lifeblood of an enterprise. Fund management occupies an extremely critical position in the entire enterprise group management and control system. With the help of CRM funds application, it helps enterprises to record the initial situation of various types of funds, and records the increase and decrease of subsequent types of funds modules, and helps companies to manage each step of funds, so that they can be traced.

Comprehensively manage all types of funds online, and understand the usage at a glance

It can record all types of funds of the company online, and subsequent records are recorded simultaneously, real-time understanding of the use of funds and remaining data, to avoid slow statistics, wrong statistics, and budget overruns during offline management.

online and transparent communication of fund problems to eliminate illegal operation;

For funds related issues, you can quickly feedback online. All relevant personnel's communications are recorded in the system to avoid abuse and misuse.

Refined permissions settings to ensure the security of funds

For various fields in the fund or related operations such as new creation, deletion, etc., different permissions can be given to different personnel to avoid leakage of capital information and loss of corporate profits.

Customized fund management to meet different needs

Different funds cards can be customized automatically for different departments and different uses to meet the personalized management needs of different enterprises

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