Responding to the diversification of customer touchpoints! Open source "F-RevoCRM"

basic information

【Basic Functions】 ■ Marketing ■ Sales Support ■ Maintenance Support and Project Management ■ Sales Management ■ Common Functions (Document Management, Workflow, Comments, Various Applications) 【Features】 ■ Comprehensive CRM Functions Enables management across a wide range of areas including marketing, sales, maintenance support, and sales management centered around the customer. Equipped with a wealth of features as standard, including Web To Lead functionality, customer portal functionality, email integration functionality, and quotation management functionality, in addition to general CRM features. ■ High Value as a CRM Platform Facilitates easy integration between systems and development of plugins, making it easy to share information across departments by combining with function-specific tools (such as CTI) or sales management systems. ■ No License Costs Since there are no charges based on the number of users, operational costs can be significantly reduced. ■ Source Code is Open Allows for auditing of unauthorized programs and vulnerabilities, enabling assessment of the software's reliability. ■ Environment Agnostic Can be built in an environment that aligns with the customer's operations. *For more details, please download the PDF or feel free to contact us.

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Applications/Examples of results

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Detailed information

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  ■Customer Management Integrated management of customer basic information and related information Easy access and editing of customer information All information related to customers can be consolidated on F-RevoCRM. By managing the information handled by each department centered around customer information, the basic customer information is always kept up to date, and the activities of each department are visible in real-time, significantly expanding opportunities for proposals to customers. Information can be shared among managers and other departments, allowing for instant understanding of the situation, leading to quicker and more accurate advice and responses that require customer information.

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  ■Marketing Approach potential customers reliably with lead management! Achieve an increase in new customer acquisition. You can manage inquiry information from phone calls and customers who visited exhibitions on F-RevoCRM. Additionally, inquiry information from your company's website is automatically registered in F-RevoCRM. At exhibitions, both new and existing customers can be managed, and status management for each exhibition prevents follow-up omissions. Integration with MA tools is also possible, enabling more effective new customer acquisition.

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  ■Sales Support (SFA) Streamlining sales operations through customer management × project management × activity status By sharing customer information across departments, the opportunities for proposals increase! The customer touchpoints, such as seminars, business negotiations, and call centers, are increasing year by year. However, are you losing many sales opportunities because you don't know how to manage them? Leave the sales operations, which tend to become personalized due to management with Excel or paper, to F-RevoCRM! Not only can you manage customers, but you can also easily register and edit activities and progress for each project based on past history! Moreover, by sharing customer information across departments, you can broadly capture customer requests and increase proposal opportunities.

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  Maintenance Support Utilize inquiry management to prevent missed responses and duplicate handling! Furthermore, by accumulating knowledge and sharing information, speedy customer responses can be achieved. Customer inquiries and complaint information can be managed as tickets. By having the responsible person register the inquiry details, missed responses and duplicate handling can be prevented. Escalation to relevant parties and progress management can also help prevent missed responses. Additionally, knowledge such as assignment to responsible individuals, progress checks, and past inquiries can be accumulated, allowing for quick customer responses through shared inquiry information. By utilizing F-RevoCRM, we can respond smoothly without keeping customers waiting, leading to increased customer satisfaction.

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  ■Sales Management By utilizing customer management, project management, and sales management, confirming the information needed for invoicing and issuing documents becomes easy! Estimates can be easily created by simply selecting products or services. You can organize and manage past estimates presented to customers. Additionally, since past estimates are accumulated, unnecessary troubles can be avoided. This is a business that is closely related to other departments, such as operations and logistics. By utilizing F-RevoCRM, you can instantly obtain the necessary information. This significantly improves operational efficiency, as you no longer need to confirm with other departments every time an invoice is issued. Moreover, you can issue the necessary documents for invoicing and ordering as PDF data with just one click from F-RevoCRM, which helps prevent invoicing errors.