Smooth information sharing with agents through the customer portal feature.
F-RevoCRM [Customer Portal Function]
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.
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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
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F-RevoCRM "Customer Portal" design and functionality significantly improved.
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The mechanism of the F-RevoCRM customer portal.
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Customer portal dashboard
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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.