Customer Relationship Management (CRM) development

Beyond Service Guide

CRM development to improve sales and support productivity

To centralize customer data that is central to sales and support, such as customer information, negotiation status, and interaction history, we develop custom-made CRM (Customer Relationship Management) systems based on a thorough understanding of the sales and support flows that our clients actually use in the field

By combining our accumulated system development experience and know-how with OSS technology and cloud technologies such as AWS, we provide CRM solutions that prioritize ease of use and adoption in the field

Specializing in custom-made CRM development
Information is automatically aggregated through integration with external tools and AI
Program infrastructure also centralized

Customer Relationship Management (CRM) Development - Image

◆ Features of Beyond's Customer Relationship Management (CRM) Development ◆

When customer information is scattered across spreadsheets, emails, and paper documents, it not only creates risks such as missed responses, reliance on individual employees, and insufficient analysis, but also leads to lost sales opportunities. The key to success with CRM is not simply " implementation ," but " continued use in the field ."

At Beyond, we specialize in system development utilizing OSS (Open Source Software) and cloud technologies such as AWS. We deeply understand our clients' unique management items and sales flows that cannot be adequately handled by existing packaged software. We can then provide unified development services for all CRM processes, from initial requirements definition to design, implementation, verification, and post-release operational support

  • A custom-made CRM management screen that fits your business needs A custom-made management screen that fits your unique business needs.
    To address common mismatches with off-the-shelf CRM systems, such as "too many input fields" or "not enough necessary fields," we design the screen from scratch to match industry-specific management items and unique sales and support flows. This allows for centralized management of everything from basic customer information to deal status, custom scoring, and attachments, resulting in a simple and intuitive UI that field staff can use without hesitation
  • Automated information aggregation through integration with external tools and AI Information can be automatically aggregated through integration with external tools and AI.
    By integrating with tools you use daily, such as LINE, Slack, and Gmail, customer interactions are automatically reflected in the history, reducing data entry time and improving information transparency. Automatic import from Google Sheets, MA tools, and business card management software eliminates the need for duplicate data entry. In addition, it can automate initial response to inquiries using an AI agent and assist with summarizing and analyzing interaction history
  • Expediting decision-making through visualization of accumulated data Visualizing accumulated data
    enables faster decision-making.
    We offer CRM that supports business decision-making, not just a simple information repository. Customer numbers, conversion rates, interaction history, and customer satisfaction are visualized in real time on a dashboard. Analysis of each customer's purchasing trends and contact frequency helps optimize timing for approaches and maximize LTV (Customer Lifetime Value). The system automatically notifies you of missed responses and follow-up timings, preventing reliance on individual expertise

◆ Areas and functions that can be handled by CRM (Customer Relationship Management) systems ◆

We customize and develop various functions to suit your industry and sales style. We can also discuss integration with existing systems and gradual migration from spreadsheet-based operations

Key Features

Customer information management (basic information, custom fields) Sales opportunity/project management (status/scoring) Correspondence history/inquiry management File/document attachment management Task/follow-up alerts Email distribution/approval management Permission/approval management Report/form output Data aggregation/dashboard

External tool integration

Automatic reflection of customer communication history via LINE, Slack, Gmail, etc. Data import from Google Sheets and CSV files Automatic import from MA tools and business card management software API integration with existing core systems and external services Automated initial inquiry response by AI agents AI-powered summarization and analysis support of response history

Data utilization/visualization

Dashboard display of customer count, conversion rate, and response status; performance aggregation and ranking by salesperson/channel; LTV maximization through analysis of purchasing trends and contact frequency; automatic alert notifications for missed responses and follow-up timing; monitoring of customer satisfaction and inquiry trends; CSV output and data integration with other systems

◆ Contact Us ◆

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