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. Centered around CRM functionality, it is composed of a variety of features including SFA functions and groupware capabilities, and modifications or enhancements to apps, as well as the creation of new apps, can be done with no-code. In addition to enabling the construction of business support systems within the company, we hold 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, or new apps created simply through settings (no-code development) ■ In addition to operational support meetings, we also provide app setup and creation outsourcing services * We are currently offering materials that introduce examples of utilization in marketing, sales, and customer support operations. You can view them via <PDF download>.

• CRM (Customer Relationship Management System)

With the development support features, continuous improvements to OpenCRM and the creation of new applications can be easily managed with just a few settings. There is no need to outsource to a development company, allowing for significantly faster and more cost-effective responses. Daily improvement ideas can be continuously added to the CRM system, ensuring that the system is constantly updated.

• CRM (Customer Relationship Management System)
• SFA (Sales Support System)
• Membership management and payment management system

In back-office operations, information accumulated during the sales phase (such as negotiations and estimates) can be utilized to carry out various business processes, including order processing, placing orders with suppliers and managing suppliers, managing delivery operations, and invoicing. This reduces data entry and allows for more efficient business operations.

• CRM (Customer Relationship Management System)
• SFA (Sales Support System)
• Membership management and payment management system

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

• CRM (Customer Relationship Management System)
• SFA (Sales Support System)
• Membership management and payment management system

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.

• CRM (Customer Relationship Management System)
• SFA (Sales Support System)
• Membership management and payment management system

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.

• CRM (Customer Relationship Management System)
• SFA (Sales Support System)
• Membership management and payment management system

"OpenCRM" is an all-in-one cloud service that allows you to use 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 usual 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 are available that allow for careful implementation tailored to the user's situation and environment *For more details, please refer to the materials available via the download button.

• Other Software
• CRM (Customer Relationship Management System)
• SFA (Sales Support System)