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  6. Reasons why a CRM system is optimal for agency management.

Reasons why a CRM system is optimal for agency management.

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F-RevoCRM

last updated:Feb 05, 2025

シンキングリード 東京本社、大分オフィス
シンキングリード 東京本社、大分オフィス
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The CRM (Customer Management) system is the perfect tool for efficiently managing and sharing information between the headquarters and the agencies!

The CRM (Customer Relationship Management) system is optimal as a tool for efficiently managing and sharing information between the headquarters and agents. By utilizing CRM for centralized management, the headquarters can visualize the information of the entrusted agents and check sales, project progress, and activity status in real-time. This significantly reduces the time spent on aggregation tasks and makes sales forecasting and budget planning easier. Check out the article now to see how CRM can transform your agency management! ■ Article Contents ■ 1. What is agency management? 2. Agency management using F-RevoCRM 3. Features of F-RevoCRM that are useful for agency management 4. Case studies of agency management utilizing F-RevoCRM 5. Reasons why F-RevoCRM is chosen for agency management 6. Frequently Asked Questions

    Headquarters/Store System
agency-management_(イプロス).png

Reasons why a CRM system is optimal for agency management.

agency-management_(イプロス).png
agency-management_(イプロス).png
  • Related Link - https://f-revocrm.jp/2023/09/agency-management/

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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 business operations related to customers, 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 via 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 users can utilize it with confidence.

Price information

■There is no license fee for customer portal users!■ ■Monthly license for F-RevoCRM Cloud Edition (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

Please contact us for details

※For F-RevoCRMCloud, you can start using it as early as the same day with an application made online.

Applications/Examples of results

■Case Studies We will introduce case studies specifically tailored for specialized industries. - Manufacturing Industry: Many companies involved in manufacturing, sales, and support of water heating equipment, air conditioning systems, and facility management have adopted this solution. 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 electronic medical record registration. - Telecommunications Industry: Progress in handling inquiries in the support department has been visualized, enhancing the speed and quality of customer interactions. For more case studies of F-RevoCRM that fit various industries, click here: https://f-revocrm.jp/instance/

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F-RevoCRM Guidebook

F-RevoCRM Guidebook

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Simple Guidebook for CRM Implementation

Simple Guidebook for CRM Implementation

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F-RevoCRM Industry-Specific Case Study Collection

F-RevoCRM Industry-Specific Case Study Collection

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News about this product(1)

[News Release] Open Source CRM "F-RevoCRM" version 7.4.2 released - Improvements in functionality and bug fixes, including standard implementation of two-factor authentication -

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Thinking Reed Co., Ltd. has released the latest version 7.4.2 of our open-source CRM "F-RevoCRM" on September 1, 2025. This release includes a significant enhancement in security with the standard implementation of two-factor authentication, as well as numerous feature improvements and bug fixes aimed at improving usability and stability. The source code for "F-RevoCRM version 7.4.2" is available for download from the official F-RevoCRM website. ▼ Here is the detail page for F-RevoCRM version 7.4.2 https://f-revocrm.jp/2025/09/f-revocrm-version7-4-2-release/ 【Main improvements and fixes in F-RevoCRM version 7.4.2】 1. Standard implementation of two-factor authentication (multi-factor authentication) In addition to the traditional ID and password authentication, we combine the following authentication methods to prevent unauthorized access. This significantly reduces the risk of impersonation logins and strengthens compliance with security policies. 2. Feature improvements 3. Major bug fixes

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シンキングリード

シンキングリード 東京本社、大分オフィス

Information and Communications

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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.

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