Our company was fortunate to undertake the development project of a private equity crm management system in 2019. Now I will share the functional design with you for your reference and study. If you have a need to customize this system, you can private message me at any time.
| Private Equity Fund CRM Functional Design Checklist | ||
| module | submodule | Functional description |
| Applets | register log in | For unregistered investors, wechat registration and mobile phone number registration are supported; for registered investors, wechat login and mobile phone number login are provided |
| certified | The certification center includes real-name certification, qualification certification, high-net-worth certification, and CRS certification modules. Each module provides two certification statuses: uncertified and certified. Modular design is convenient to delete and modify authentication functions, and expand other authentication modules | |
| product view | 1) Product list display, product basic information introduction (including: deadline, product name, income benchmark, investment period, remaining amount) display 2) Product detailed information display (including: product remaining amount, deadline for payment, manager , Issuer, Custodian, Risk Level, Income Benchmark, Materials, Product Highlights, Fundraising Account) |
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| Product appointment certification | Provide the choice of subscription type and subscription amount. Users can choose the subscription type according to the income category, and choose the subscription amount according to the investment. | |
| order view | Display subscription orders, for the display of investor investment products | |
| Positions | You can check the status of all your accounts and the sum of assets, as well as the corresponding position details; provide the inquiry function of three order statuses: in-hold, expired, and redeemed. When the order status changes in the CRM system, The order status of the applet can be changed synchronously . Multiple orders can be displayed at the same time, which is convenient for users to view. It supports product viewing, purchase, and redemption operations to form a closed transaction loop. |
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| information disclosure | Display the content of information disclosure and operation notification in the form of a list, and support switching display of information disclosure and operation notification | |
| Investor information view | Investor name, mobile phone number, email, verification status, risk level | |
| Personal settings | Avatar modification, gender modification, birthday modification, you can log out of the current account through the system setting module. After logging out, return to the system homepage and support logging in to the system again |
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| message management | Operation-related system message notification management, including two modules of operation notification and information disclosure. Investors can view operation notification and information disclosure through this module | |
| business platform | product system | Product creation, editing, deletion (managed by authorized personnel), product list, investment unit setting, net value setting |
| Recruitment management | Create a new fundraising period, issue scope and commission settings, list of fundraising periods | |
| order system | Create new order, review order, modify order, order list, order export | |
| customer management | Customer information view, create, set, etc. | |
| message management | Message creation, message record list number notification content creator, message viewing and editing, message push | |
| authority management | Permissions can be customized according to actual business scenarios, and the content of permissions can be defined according to different job responsibilities | |
| account management | New account and authority: select department, account, menu authority, enable/disable maintenance, password reset Account list: number, name, department, status, operation Account operation: view, edit, enable, disable |
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| role management | Permissions can be customized according to actual business scenarios, and the content of permissions can be defined according to different job responsibilities | |
| Organization Management | Create an organization, create a region, create a wealth center, create a team, organization list number, organization name, etc., organization operations view, edit, and disable | |
| Financial planner management | financial planner | Create a financial planner account, list of financial planners, view, edit, disable and enable financial planner accounts, view products, create and view orders, and query performance |
| customer management | Customer 360-degree information, customer information creation, viewing, editing, deletion, etc. | |
| product view | Product Information View | |
| order management | View and edit order information | |
| Statistical Analysis | Statistical chart analysis | Sales statistics, user access statistics, order statistics, new user statistics |
| trend analysis | Order trend chart display, the display dimensions are 30 days, weeks, months, years | |