Link customer information with estimates and contracts in a simple approval workflow to streamline customer interactions!
This article introduces how to utilize the simplified approval workflow feature of F-RevoCRM to centrally manage application and approval processes related to customers. For those considering the implementation 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 application 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 simplified approval workflow feature accelerates the process from application to approval, enhancing response speed. This not only speeds up internal operations but also contributes 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 managing patient information in the healthcare industry and property information in the real estate industry, allowing for flexible customization to meet corporate needs. ▼ Features - Integrated customer management system: Streamlines all customer-related operations, including marketing, sales, deal management, quotation management, support, and inquiry management. - Flexible customization: Utilizes the characteristics of open source (OSS) to enable optimal customization for users' operations and environments. Additionally, data integration with other systems via API connections can be easily performed. - Diverse implementation options: Can be flexibly selected for both on-premise and cloud environments, 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 users can utilize it with confidence.
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 soon as the same day with an application made online.
Applications/Examples of results
■Case Studies - 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 En'en 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 responses. Case Studies ▶ 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 typically found in general workflow systems, but also allows users to link and apply for various information on F-RevoCRM (such as estimates and contracts) with just one click. Furthermore, the information that has been applied for and approved can also be managed in connection with various types of information.
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【Examples of Utilizing the Simple Approval Workflow in F-RevoCRM】 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 company rules, departments, and even the content of contracts, it is easy to see at a glance how far along the approval process is.
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Company information
At Thinking Reed, we advocate for the realization of "smart business," which goes beyond general productivity improvement efforts such as organizational and institutional reforms and systematization for companies to adapt to new environments, by also incorporating 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 production.
