• 業務一本化ツールならアカウント数無制限のテレワンプラス。

Convert from Sales Management to Client

Hassle-free

In just 3 steps
to Customer Management

  • Convert from Prospects to Clients
  • Transfer Contact Information Too


Convert from Sales Management to Client :
Boost Efficiency with TELEONEPLUS!


Convert from Sales Management to Client : Boost Efficiency with TELEONEPLUS!

Point 01

Convert from Prospects to Clients

When you secure an order, you don’t need to re-register the client from scratch.
Just click the “Convert to Client” button on the sales management page, review or add any necessary details, and save – in just 3 simple steps, you’ll move them to the customer management list!
The company information you’ve saved so far will seamlessly transition into the client information.

Point 02

Transfer Contact Information Too

Not only the company information of the prospects but also the contact person’s details can be smoothly transferred as individual client contact information.
If you’re using it as a telecommuting tool, you can manage personal information securely.
No hassle, just smooth operation! It’s a collaboration system that prioritizes efficiency.

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