The invention discloses a
client relation management method, which uses a
Web server and a
database, and comprises the following steps that: 1, an enterprise administrator accesses a
system web server by domain or
IP address, and inputting a user name, a
password and an enterprise id to log in a
system; 2, enterprise administrator adds enterprise users, and assigns corresponding roles to users playing different roles; 3, sales personnel enter potential clients, mine business opportunities, track business opportunities and finally sign contracts to allow the potential clients to become enterprise clients; 4,
client service personnel enter services provided by the clients, and
record the information on the services; and 5, the enterprise administrator enters the
system, and summarizes the business of a company and makes a next
development plan by querying a statistical statement. The method uses the
Web server and the
database for establishing internet-application-mode-based
client management systems for small enterprises. The method supports a multi-enterprise version, and at the same time, provides excellent user experience and effectively improves internal sales
information management of enterprises.