Link customer information with estimates and contracts in a simple approval workflow to streamline customer interactions!
This article introduces how to utilize the simple approval workflow feature of F-RevoCRM to centrally manage application and approval processes related to customers. For those considering the introduction of a CRM tool, efficient workflow management is a crucial point. F-RevoCRM offers flexible workflow settings and high operability, supporting the streamlining of business operations. 【Centralized Management of Application and Approval Processes】 By implementing F-RevoCRM, you can centrally manage applications and approval processes related to customers. This visualization of each person's tasks makes the approval process smoother. 【Rapid Response and Improved Business Efficiency】 The simple approval workflow feature accelerates the process from application to approval, enhancing response speed. This not only speeds up internal operations but also leads to increased customer satisfaction.
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basic information
"F-RevoCRM" is an integrated customer management system based on open source (OSS). It supports various business operations, such as general applications like customer information management and sales support, as well as specific needs in industries like healthcare for managing patient information and real estate for managing property information, allowing for flexible customization tailored to corporate needs. ▼ Features - Integrated Customer Management System: Streamlines all customer-related operations, including marketing, sales, deal management, estimate management, support, and inquiry management. - Flexible Customization: Leverages the characteristics of open source (OSS) to enable optimal customization for users' operations and environments. Additionally, data integration with other systems through API connections is easily achievable. - Diverse Implementation Options: Can be flexibly selected for both on-premises and cloud environments according to needs, expanding the choices for implementation methods. - Reliable Support System: Provides support tailored to corporate operations from implementation to operation. Comprehensive support is available for first-time implementations, ensuring peace of mind.
Price information
■F-RevoCRM Cloud Edition monthly license (1-month free trial available) 20,000 yen / 1 to 10 people 50,000 yen / 11 to 25 people 100,000 yen / 26 to 50 people 150,000 yen / 51 to 75 people *Available for more than 75 people as well *Prices differ for F-RevoCRM Enterprise Edition.
Price range
P2
Delivery Time
P2
※For F-RevoCRMCloud, you can start using it as early as the same day by applying online.
Applications/Examples of results
■Implementation Examples - Manufacturing Industry: Many companies involved in manufacturing, sales, and support of water heating equipment, air conditioning systems, and facility management have adopted this. This allows for centralized management of customer, equipment, and maintenance information, improving operational efficiency. - Medical Industry: At Yamato Clinic of the Enjin Medical Corporation, field operations for home medical care have been digitized using F-RevoCRM, enabling customer management up to the registration of electronic medical records. - Telecommunications Industry: Progress in handling inquiries in the support department has been visualized, enhancing the speed and quality of customer interactions. Implementation Examples ▶ https://f-revocrm.jp/instance/
Detailed information
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What is the simple approval workflow of F-RevoCRM? The simple approval workflow feature of F-RevoCRM not only includes multi-stage approval functions and application return functions commonly found in general workflow systems, but also allows you to link and apply for various information on F-RevoCRM (such as estimates and contracts) with just one click when application and approval are required. Furthermore, the information that has been applied for and approved can also be managed by linking it to various types of information.
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【Case Study of Utilizing F-RevoCRM's Simple Approval Workflow】 Approval statuses that were often overlooked in applications using different tools can now be checked anytime from various screens within F-RevoCRM. Since approval routes can be set according to corporate rules, departments, and even the contents of contracts, it is easy to see at a glance which stage of approval has been obtained.
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Company information
At Thinking Reed, we advocate for the realization of "smart business," which not only includes general productivity improvement efforts such as organizational and institutional reforms and systematization for companies to adapt to new environments, but also incorporates the perspectives of employee engagement and satisfaction. While our company is the developer of F-RevoCRM, we offer unique services aimed at business improvement, providing a consistent range of services from business organization to system construction, maintenance phases, and support for in-house development.