Ant OACRM System

🎯 Dashboard Functions
Pain point solution: information is scattered and difficult to control, and data statistics are time-consuming and laborious. Function highlights: one screen controls the overall situation, and data such as customers, contracts, reimbursement, payment, personnel and assets are summarized in real time. Key information such as upcoming expiration reminders, contracts, borrowing and returns are clear at a glance, so that managers can make decisions easily!

👥 Customer management system
Solution of pain points: customer information is confusing and follow-up efficiency is inefficient. Function highlights: centralized management of customer information, supporting additions, deletions, changes and checks, details viewing, exporting and other functions. Say goodbye to Excel table management, improve the efficiency of sales team collaboration, and make customer relationship management more professional!

📋 Contract management system
Pain point solution: forgetting the contract when it expires, and unclear payment progress. Function highlights: contract life cycle management, tracking the whole process from creation to expiration; Smart payment plan reminders; Support multi-file upload of contract documents, invoices and receipt vouchers; Automatically notify new contracts, expiration, renewal, payment reminders and say goodbye to paper contract management!

💰 Reimbursement management system
Pain point solution: the reimbursement process is cumbersome and the approval efficiency is low. Functional highlights: submit reimbursement application online and customize the approval process; Support the financial confirmation process; Multi-file attachment upload; Check the approval progress in real time, make reimbursement transparent and efficient, and say goodbye to the era of posting invoices and queuing up for reimbursement!

💵 Payment Request System
Pain point solution: the payment approval link is unclear, and the finance is difficult to control. Function highlights: standardize the payment application process and flexible approval configuration; Support the upload of attachments of contracts, invoices and payment vouchers; The Financial Confirmation feature keeps funds safe and keeps every payment traceable!

📦 Asset Management System
Pain point solution: chaotic fixed assets, unclear borrowing and repayment Functional highlights: refined management of asset ledger, supporting the whole process of borrowing application, approval, repayment and acceptance; Print the QR code of the asset, scan the code to view the detailed information; Prevent asset loss and improve management efficiency!

👔 Personnel management system
Solution of pain points: cluttered personnel files, complicated attendance and salary calculation Highlights of functions: integration of employee files, department management and address book; Leave and resignation application process; Salary calculation automation; Approval of application for performance commission; Flexible configuration on weekdays and holidays, HR work is easily done!

📞 Address Book Function
Pain point solution: the contact information of colleagues is difficult to find, and the organizational structure is unclear. Functional highlights: based on HR employee data, provide a clear organizational structure address book; Support authority control of departments to ensure information security; Quickly find the contact details of colleagues and improve the efficiency of internal communication!

📊 FINANCIAL STATEMENT SYSTEM
Pain point solution: financial data statistics are difficult, and the revenue and expenditure situation is not intuitive. Functional highlights: annual/monthly financial data summary; Classified statistics of contract payments, expenses, payments and salaries; Support filtering by contracted subject; Visualize chart presentation to make financials clear at a glance!

⏰ Reminder management system
Pain point solution: important matters are easy to forget, and work arrangements are chaotic. Function highlights: custom reminder function, supporting classification and priority setting; Visibility control, which may be disclosed or designated; Deep integration with contracts, reimbursements, assets and other businesses, important matters are no longer missed!

🔧 System setup function
Pain point solution: confusing permission management and complex system configuration. Function highlights: refined management of user and role permissions; Business allocation such as customer type, contracted entity and asset classification; Mail, enterprise WeChat and nail notification channel configuration; System backup tools to ensure data security!

📝 Job briefing system
Pain point solution: the form of work report is single, and the review process is complex. Functional highlights: online submission of daily/weekly/monthly reports; Multi-level approval process configuration; Briefing Template Customization; Submit Reminder feature; Not submitting the deduction-related salary table, making the work report more standardized and efficient!

📱 Multi-terminal adaptation
Pain point solution: poor experience on mobile phone and inconvenient mobile office. Function highlights: adaptive design between PC and mobile terminal, and adaptation of a set of codes at both ends; Handle work affairs anytime and anywhere, and mobile office is more convenient!

🔔 Multi-channel notification
Pain point solution: important messages are not conveyed in time, and information lags behind. Function highlights: support enterprise WeChat robots, nailing robots, WeChat template messages, emails and other notification methods; Push key information such as contract expiration, approval progress, reimbursement status and more in real time to ensure important news is not missed!

This system is an integrated OA + small CRM management platform, which centralizes the core processes of customers, contracts, expenses, payments, personnel and assets into one system. It supports both computer and mobile pages, which is suitable for small and medium-sized enterprises to land quickly and reduce information fragmentation and communication costs. (Screenshot attached)

Functional combing:

• Customers and Contracts: Customer Files, Customer Type Management, Contract Management and Additions, Contract Related Reminders (Expiration/Renewal/Collection Plan, etc.)
• OA Process: Leave, Expense Reimbursement, Payment Request, Performance/Commission Request, Separation Request, Profile and Salary View
• Personnel management: personnel files, department management, leave type and approval process, resignation approval, performance/commission approval process
• Asset management: asset ledger, asset category, warehouse location management, collection and return registration
• Financial and Statements: Reimbursement/Payment Approval and Financial Confirmation, Annual Financial Trends and Statistics
• Reminders and Notifications: System Reminders + Custom Reminders, Support Category Management, Reminder Time, Specified Members Visible
• Permissions and system settings: role/permission control, user management, system configuration, reminder settings

Core Features:

• One-stop management: CRM and OA are deeply integrated, and customers, contracts, processes and financial data are linked
• Login and Account: Support WeChat code scanning login and account binding to improve employee login efficiency
• Multi-channel reminders: email notifications, nail group robots, enterprise WeChat group robots, WeChat service number template messages, multi-terminal simultaneous push of key matters
• Reminder configurable: Reminder time, event type, and notification channel can be configured on demand to ensure important matters are not missed
• Traceable process: leave, reimbursement, payment, performance, and leave the whole process of approval
• Reminders: Automatic reminders of key nodes such as contract/payment collection/renewal/leave request
• Clear permissions: Finely control access scope and operation permissions by role and permission
• Mobile Office: Support mobile terminals to initiate applications, approval, check progress and reminders
• Data Visualization: Financial Trends, Contracts and Expenditure Statistics, Management at a Glance

Convenience points after enterprise use:

• Smoother collaboration across departments: unified processes, visible approvals and clear responsibilities
• Information is no longer decentralized: Customers, contracts, expenses, personnel and assets are centrally managed
• More standardized management: approval process, authority system and data tracing to reduce risks
• More controllable operation: statistical reports and reminder mechanism improve decision-making efficiency
• Employee experience enhancement: Applications/approvals are mobile and processed anytime and anywhere

Recent optimizations and fixes:

• Customer module optimization: Add customer abbreviation field, add customer abbreviation display item in customer list and contract list simultaneously
• Optimization of leave function: new marriage leave (5 days) and bereavement leave (3 days); After the leave application is approved, the notification will be automatically pushed to all employees
• Optimization of payment of five insurances and one fund: Support employees to apply for voluntary overpayment, and the part exceeding the standard payment amount shall be borne by employees individually
• Optimization of accounting for five insurances and one fund: rounding is cancelled when calculating the payment amount, and the actual accounting amount is carried out
• Application Payment List Optimization: Add upload status marks for cooperation contracts, invoices/receipts, and payment vouchers to clearly show whether to upload
• Optimization of reimbursement application: Support for batch upload and submission of multiple pictures and multiple files
• Payment and reimbursement subject optimization: payment application and reimbursement application support the selection of different payment subjects; Subject filtering function has been added in the financial statement module, which allows you to query the corresponding expenditure and reimbursement amount by subject, and view the complete financial statements of the subject
• Optimization of approval process: Add a pending approval prompt on the approval page, clearly displaying "Waiting for XXX (name) approval"
• Customized approval process optimization: Customized approval process is supported for reimbursement application, payment application and other businesses, and nodes such as the first approver, the second approver and the financial loan confirmation can be set as needed; Performance and commission are integrated into the monthly salary payment
• Performance Application Optimization: Department settings support designated department supervisors, who can submit performance applications on behalf of their subordinates. After the application is approved, the corresponding performance amount will be included in the monthly salary of the applicant on behalf of the applicant
• Personal Profile Optimization: Support employees to edit personal profile information independently
• Reminder list optimization: Account names in the list are uniformly adjusted to display in Chinese
• Leave Approval Optimization: For departments with supervisors, the leave approval process can be configured to be approved by the department supervisor
• Page UI Optimization: My Matters and Approvals Standalone Tabs
• Optimize email body style
• Increase Support Leave Type X Days No Wage Deduction and No Leave Deduction Quota (09 Jan 2026)