Sales Management / CRM

All-in-One platform for sales management/ CRM, supporting customer data management, visiting plan, sales report, travel expense calculation by mileage, stock mangement, and BI report for sales and operation, helps to control every process in sales cycle. Enterprises can increase sales performance and seize every business opportunity.

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Sales Management / CRM


All-in-One platform for sales management/ CRM, supporting customer data management, visiting plan, sales report, travel expense calculation by mileage, stock mangement, and BI report for sales and operation, helps to control every process in sales cycle. Enterprises can increase sales performance and seize every business opportunity.

Sales Management Challenges

6 Major Pain Points in Sales Management

Struggling to track on sales team's visit plans and progress?

Sales teams often work remotely and only submit reports at the end of the day, making it hard for supervisors to stay on top of their schedules and real-time activities.

Sales Management Solution

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ServiceJDC -Sales management system - customer management、BI reporting

Sales Management

  • View visit plan
  • Attendance management
  • Track Visit progress
  • Daily Sales report
  • Online approval
  • Inventory management

BI Analysis

  • Attendance hours report
  • Operational sales analysis
  • Business development status
  • Task statistics
  • Business visit ratio
  • Product sales status

Customer Management

  • Customer data management
  • Access permission control
  • Customer group classification
  • Service history record

Online Attendance Management

  • Punch in/ out
  • Online scheduling
  • Leave/ overtime request
  • Payroll calculation

Task Execution

  • Visit schedule arrangement
  • Work schedule review
  • Customer service records
  • Product inventory inquiry
  • Visit progress report
  • Daily visit report completion
  • Order tracking
  • Mileage and fuel expense calculation

E-Forms

  • Stock Counting - photo upload
  • PO - e-signature
  • Quotation - PDF e-copy
  • Approval progress inquiry
  • Mileage expense application
  • Customer questionnaire survey
ServiceJDC -Sales management system - online clock-in, business daily reporting, and mileage reimbursement filling

Sales Management Solution


ServiceJDC -Sales management system - customer management、BI reporting

Customer Management

Customer data management
Access permission control
Customer group classification
Service history record

Sales Management

View visit plan
Attendance management
Track Visit progress
Daily Sales report
Online approval
Inventory management

BI Analysis

Attendance hours report
Operational sales analysis
Business development status
Task statistics
Business visit ratio
Product sales status

ServiceJDC -Sales management system - online clock-in, business daily reporting, and mileage reimbursement filling

Online Attendance Management

punch in/ out
Online scheduling
Leave/ overtime request
Payroll calculation

Task Execution

Visit schedule arrangement
Work schedule review
Customer service records
Product inventory inquiry
Visit progress report
Daily visit report completion
Order tracking
Mileage and fuel expense calculation

E-Forms

Stock counting - photo upload
PO - e-signature
Quotation - PDF e-copy
Approval progress inquiry
Mileage expense application
Customer questionnaire survey

ServiceJDC, New Concept for Sales Management


Lead Your Sales in the Right Direction — Powered by Data

With ServiceJDC’s digital processes, you can easily analyze visit records and statuses in real time. Managers gain valuable insights to adjust strategies promptly and drive better business outcomes.

ServiceJDC -Sales management system - Sales process
ServiceJDC -Sales management system

Accumulate Data Assets to Adapt in a Rapidly Changing Market

In a fast-evolving world, adaptability is key to business success. With a cloud-based system, you can synchronize data in real time, build valuable data assets, and seize new opportunities. Strengthen your competitive edge, boost revenue, and develop core competencies with smarter digital transformation.

外勤筋斗云 业务管理

Bridge the Gap Between Managers and Staff with Visible Results

Digital transformation should align with your workflows and data needs. Our one-on-one implementation consulting ensures smooth adoption at minimal cost—unlocking maximum value and tangible improvements for your organization.

ServiceJDC enables digital business management for maximizing efficiency.

Empower Your Sales Team & Boost Performance

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With our app, salespeople can manage schedules, check in, access service records, report tasks, submit approvals, and complete daily reports—all in one place. Managers gain real-time visibility via the backend platform. Let us help you analyze data and stay ahead of market trends.

Why More Enterprises Trust ServiceJDC


外勤筋斗云优势 经验丰富

Extensive Industry Experience

Over 40 years experience in system integration.

外勤筋斗云优势 多元灵活

Highly Flexible Solutions

Various functions and can be customized by enterprise.

外勤筋斗云优势 价格实惠

Transparent & Predictable Pricing

Low cost of cloud-based system with reasonable and transparent price.

外勤筋斗云优势 专业服务

Professional & Ongoing Support

One to one service to assist enterprise fast implementation.

Expertise in Sales Management

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ServiceJDC in brand new version supports sales management in all industries. With mobilized and digitalized process, we assist you grab key data and enhance sales performance.

Expertise in Sales Management

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ServiceJDC in brand new version supports sales management in all industries. With mobilized and digitalized process, we assist you grab key data and enhance sales performance.
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Over 9,000 Enterprises Choose ServiceJDC

"Make Perfect food and Use Real food" is Super Qin group's mission.In response to digital transformation trend, they think digital management is becoming important. Super Qin continuously pursuit high quality from ingredients management to front salespersons and devote to build up a new value in chain restaurants.

HFC advocates the management philosophy of "Customer Oriented“ to expand multiple installment businesses for vehicles and car refinance loans to provide diversified financial services to customers. HFC will head toward sustainable development and create more diversified and higher quality products and services, enhance customers service, and create business value.
Suntory Group is both beverage manufacturing and top 3 high-level liquor. Suntory has created many innovative products by combining its 120-year heritage of craftsmanship and continuously pursuit high quality product and service.
Diversified management in restaurant, flower, aquatic products, liquor and devote to provide best integrate service and simplify sales process. Through data accumulated, King Car intensify customers management and dig out new business opportunities.

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