CRM 客户关系管理

graph LR subgraph 角色 SALES["销售人员
跟进线索和客户
创建商机和合同
记录跟进和回款"] MANAGER["销售经理
分配线索和客户
审批合同
查看团队数据"] ADMIN4["管理员
配置公海规则
管理产品目录
数据统计分析"] end

flowchart LR A["🔍 线索
潜在客户来源"] -->|转化| B["👤 客户
正式客户"] B -->|创建| C["💼 商机
销售机会"] C -->|推进| D["📝 合同
签约"] D -->|收款| E["💰 回款
资金到账"] A -.->|无效| X1["❌ 无效线索"] B -.->|长期未跟进| X2["🌊 掉入公海"] X2 -.->|被其他销售领取| B C -.->|输单| X3["❌ 关闭商机"]

erDiagram CRM_CLUE ||--o| CRM_CUSTOMER : "转化为" CRM_CUSTOMER ||--o{ CRM_CONTACT : "拥有" CRM_CUSTOMER ||--o{ CRM_BUSINESS : "创建" CRM_BUSINESS ||--o{ CRM_CONTRACT : "推进为" CRM_CONTRACT ||--o{ CRM_RECEIVABLE : "回款" CRM_CONTRACT ||--o{ CRM_RECEIVABLE_PLAN : "回款计划" CRM_CLUE { bigint id PK varchar name "线索名称" varchar mobile "手机号" tinyint status "状态" bigint owner_user_id FK "负责人" } CRM_CUSTOMER { bigint id PK varchar name "客户名称" tinyint level "客户等级" bigint owner_user_id FK "负责人" } CRM_CONTACT { bigint id PK bigint customer_id FK varchar name "联系人姓名" varchar mobile "手机号" } CRM_BUSINESS { bigint id PK bigint customer_id FK varchar name "商机名称" decimal total_price "预计金额" tinyint status "阶段" } CRM_CONTRACT { bigint id PK bigint business_id FK varchar no "合同编号" decimal total_price "合同金额" tinyint status "状态" } CRM_RECEIVABLE { bigint id PK bigint contract_id FK decimal price "回款金额" datetime time "回款时间" }

flowchart TB CUSTOMER["客户"] -->|销售跟进中| PROTECTED["保护期
其他销售不可领取"] PROTECTED -->|超过N天未跟进| SEA["公海池
所有销售可见"] PROTECTED -->|成交| DEAL["锁定
永久归属该销售"] SEA -->|其他销售领取| PROTECTED SEA -->|达到客户上限| LIMIT["超过个人客户上限
不可领取"]