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  6. Smooth information sharing with agents through the customer portal feature.

Smooth information sharing with agents through the customer portal feature.

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F-RevoCRM [Customer Portal Function]

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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Streamlining agency management with the customer portal feature of F-RevoCRM.

F-RevoCRM is a CRM solution that powerfully supports corporate sales activities. Among its features, the customer portal function is particularly noteworthy. By utilizing this feature, agency management can be dramatically streamlined. ■Features of the Customer Portal Function■ 1. Real-time Information Sharing Through the customer portal, information can be shared in real-time with agencies. This allows for the rapid communication of the latest product and promotional information, supporting the sales activities of agencies. 2. Enhanced Autonomy for Agencies Agencies can check their own sales performance and inventory status through the portal. This enables agencies to autonomously develop sales strategies, improving the overall sales efficiency of the company. 3. Customizable Dashboard A customizable dashboard tailored to the needs of each agency is provided. Important KPIs and sales data can be viewed at a glance, facilitating quick decision-making. 4. Secure Access Management Advanced security features allow for the setting of access permissions for each agency. This prevents the leakage of confidential information and ensures safe information management.

    Headquarters/Store System
customerportal(イプロス).png

Smooth information sharing with agents through the customer portal feature.

customerportal(イプロス).png
customerportal(イプロス).png
  • Related Link - https://f-revocrm.jp/2021/06/customerportal/

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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 uses like customer information management and sales support, as well as specific applications in the medical industry for managing patient information and in the real estate industry for managing property information, allowing for flexible customization to meet 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: 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 is easily achievable. - Diverse implementation options: Can be flexibly selected for either on-premises or 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 peace of mind.

Price information

■F-RevoCRM Cloud Edition Monthly License (1-month free trial available) 20,000 yen / 1 to 10 users 50,000 yen / 11 to 25 users 100,000 yen / 26 to 50 users 150,000 yen / 51 to 75 users *Available for more than 75 users as well *Prices differ for F-Revo CRM Enterprise Edition. *No license fee for customer portal users.

Price range

P2

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 system. 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 responses. Case Studies ▶ https://f-revocrm.jp/instance/

Detailed information

  • caspopress_top.png

    F-RevoCRM "Customer Portal" design and functionality significantly improved.

  • cuspopress_aboutcuspo.png

    The mechanism of the F-RevoCRM customer portal.

  • FRLP用画像_cuspohome_4.png

    Customer portal dashboard

catalog(4)

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F-RevoCRM Customer Portal

F-RevoCRM Customer Portal

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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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Company information

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

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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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