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

basic information

【Basic Functions】 ■ Marketing ■ Sales Support ■ Maintenance Support / Project Management ■ Sales Management ■ Common Functions (Document Management, Workflow, Comments, Various Applications) 【Features】 ■ Rich functionality as a CRM Enables management across a wide range of areas including marketing, sales, maintenance support, and sales management centered around customers. 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 licensing costs Since there are no charges based on the number of users, operational costs can be significantly reduced. ■ Source code is publicly available Allows for audits 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 can be viewed in real-time, significantly expanding opportunities for proposals to customers. Since information can be shared among managers and other departments, the situation can be grasped instantly, allowing for more timely responses that require accurate advice and customer information.

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  ■Marketing Approach potential customers with certainty through 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. You can manage both new and existing customers at exhibitions, preventing follow-up omissions with status management for each exhibition. Integration with MA tools is also possible, enabling more effective new customer acquisition.

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  ■Sales Support (SFA) Streamline sales operations with customer management × project management × activity status By sharing customer information across departments, the opportunities for proposals will increase! Customer touchpoints such as seminars, business meetings, 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 activity and progress status for each project based on past history! Moreover, by sharing customer information across departments, you can capture customer requests more broadly and increase proposal opportunities.

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  Maintenance Support Utilize inquiry management to prevent missed responses and duplicate handling! Furthermore, the accumulation of knowledge and information sharing enables speedy customer responses. Customer inquiries and complaint information can be managed as tickets. By having the responsible person register the inquiry details, it is possible to prevent missed responses and duplicate handling. Escalation to relevant parties and progress management can also help prevent missed responses. Additionally, knowledge such as assignment to responsible persons, 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 forms 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 involves operations that are closely related to other departments, such as industry and logistics. With F-RevoCRM, you can instantly get 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 forms for invoicing and ordering as PDF data with just one click from F-RevoCRM, preventing invoicing errors.