アイプランナー List of Products and Services

"OpenCRM" is an integrated cloud system that supports various functions such as marketing, sales, customer support, back-office operations, document management, and app development all in one. It is composed of a variety of features centered around CRM functionality, including SFA functions and groupware capabilities, and allows for app modifications, enhancements, and the creation of new apps through no-code development. In addition to enabling the construction of business support systems within the company, we conduct regular operational support meetings to promote the establishment and utilization of the system, contributing to the digital transformation (DX) of businesses. ★ Campaign period: Until the end of September 2023 【Features】 ■ Monthly subscription with unlimited user registrations ■ No need to individually implement systems, allowing for speedy deployment ■ Apps can be modified, enhanced, and new apps can be created simply by setting them up (no-code development) ■ In addition to operational support meetings, we also offer app setup and creation outsourcing services * We are currently providing materials that introduce examples of utilization in marketing, sales, and customer support operations. You can view them via <PDF download>.

• SFA/Sales Support System

With the development support features, continuous improvements to OpenCRM and the creation of additional new applications can be easily managed with just a few settings. There is no need to outsource to a development company, allowing for overwhelmingly faster response times and lower costs. Daily improvement ideas can be continuously added to the CRM system, ensuring that the system is constantly updated.

• SFA/Sales Support System
• Corporate information portal/groupware
• Sales Management

In back-office operations, various business processes such as order processing, ordering from suppliers and supplier management, delivery work management, and billing processing can be carried out using the information accumulated during the sales phase (such as negotiations and estimates). This allows for a reduction in data entry and enables efficient business operations.

• SFA/Sales Support System
• Corporate information portal/groupware
• Sales Management

In customer support operations, we utilize inquiry information, maintenance contract information, FAQ information, and delivery item information to improve the quality of inquiry responses, accelerate response speed, and enhance customer satisfaction.

• SFA/Sales Support System
• Corporate information portal/groupware
• Sales Management

In sales operations, we promote team selling by tracking the sales process and the activities of sales representatives, and by sharing sales information across the entire team.

• SFA/Sales Support System
• Corporate information portal/groupware
• Sales Management

In marketing operations, we streamline the processes of attracting new prospects and nurturing them, efficiently managing marketing activities. By managing information continuously from the point of prospect generation to the negotiation stage, we can efficiently create business discussions.

• SFA/Sales Support System
• Corporate information portal/groupware
• Sales Management

"OpenCRM" is an all-in-one cloud service that allows you to utilize marketing, sales, support, and back-office functions on a monthly subscription basis per company. Thanks to our unique method, implementation can be completed in as little as one month. The usage fee includes support costs and regular consulting fees, ensuring continuous support even after implementation. We also accommodate improvements in app usability and the creation of new apps. All functions can be operated using your regular browser (Chrome, Edge, Safari, etc.). 【Features】 ■ The more users you have, the more cost-effective it becomes ■ Comprehensive support features for remote work, including internal chat and task management ■ Plans available that allow for careful implementation tailored to users' situations and environments *For more details, please refer to the materials available via the download button. ★ We are currently running a campaign where you can get a 20% discount on the monthly usage fee for the first year if you sign a contract by the end of September 2023! Please feel free to contact us for more information.

• SFA/Sales Support System