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Reasons for Choosing EMOROCO CRM Lite — Real Voices from 10 Companies That Have Implemented It

Hello, this is Matsubara, CRM Evangelist.

"What did you find different about this compared to other CRMs?"

Thanks to your support, more and more companies have started implementing it, and I always ask this question to the managers and people in charge who have decided to implement it.
The reasoning behind your decision—"why we chose this"—is more impactful to potential customers considering future implementations than a description of its features.

This article summarizes the reasons why 10 companies, each with different industries, sizes, and challenges, were chosen, using language that is as realistic as possible.

*This article is a fictional story based on industry realities and implementation patterns of multiple companies. Actual results may vary from company to company.


Company 1: Construction company (12 employees, sales of 2.8 million yen)

Problem: Post-completion customer follow-up relied on the employee's memory, and out of 320 completed customer projects, only 30 (9.4%) were contacted annually.

Reason for choosing:

"I tried other CRMs, but they all felt like they were just 'forcing you to input data.' EMOROCO was different. When you input your emotional temperature, it tells you, 'Today is the day to contact this person.' The moment I realized that the input process was designed to make my work easier, I decided to buy it."

"The deciding factor was the GIS map. Since we do door-to-door sales, being able to decide the order of our visits each day using the map was more helpful than we had imagined."

Changes after implementation: Post-completion follow-up contact rate increased from 9.4% to 78%, and new orders via referrals increased from 6 per year to 14 per year.


Second company: Tax accountant's office (8 staff members, 43 client companies)

Problem: Managing the deadlines for over 860 items annually, including closing dates, calculation basis reports, and statutory reports, was dependent on individual employees. Every time an employee left the company, they had to be re-educated from scratch on "where to find what information."

Reason for choosing:

"Honestly, I was hesitant to implement CRM. I thought that relationships with clients weren't about numbers. But when I tried it, it was the opposite. The concept of 'emotional temperature' made visible what I had always been doing intuitively. I realized that this isn't a tool to negate my work, but a tool to record my own feelings."

"The price of 1,500 yen per month made it easier to take the first step. Even if it fails, the damage is minimal."

Changes after implementation: Deadline checking time reduced from 90 minutes per week to 10 minutes per week; referrals from clients increased from 6 per year to 12 per year.


Third company: Insurance agency (3 staff members, 180 clients)

The problem was that their sales approach was reactive, only acting after hearing about customers' life events (birth, home purchase, children's education). Customers were leaving each time the salesperson changed.

Reason for choosing:

"What resonated with me the most was the phrase, 'The relationship continues even if the person in charge changes.' We only have three people, but we've been losing customers almost every year due to changes in the person in charge. When I heard that emotional temperature changes and narrative notes can be tools for handover, I thought, 'This is it.'"

"When we set the emotional temperature for all 180 people on the first day, 43% were below 'cool.' If it weren't for that shock, I think we would still be putting it off."

Changes after implementation: Retention rate after change of personnel increased from 71% to 94%, and new contracts via referrals increased from 8 per year to 19 per year.


4th company: B2B route sales in the manufacturing industry (5 sales staff, monthly target of 10 million yen)

Problem: Weekly reporting meetings are held for 2 hours on Mondays. Preparing materials alone consumes 4-5 hours per week. Everyone thought the reason for losing the deal was "price," but there was no basis for this belief.

Reason for choosing:

"We wanted to eliminate weekly reporting meetings. We heard that with EMOROCO, you can see the situation by looking at the dashboard, so meetings for reporting would become unnecessary. That was our initial motivation."

"The deciding factor was the ability to manage and analyze data on the reasons for lost deals in the field. We had the misconception that 'the reason for losing a deal = price,' but it turned out that the real reason was 'the quote was too late.' This data changed how we approached the game."

Changes after implementation: Weekly reporting meetings reduced from 8 hours per month to 2 hours per month (later abolished), and the order rate increased from 18% to 23%.


5th company: Real estate brokerage (5 employees, 40 deals closed per year)

Problem: The number of deals closed has stagnated for three years. Follow-up relies on the salesperson's memory. 72% of the 172 customers were unaware that they were below the "cool" level.

Reason for choosing:

"It's a GIS map. In real estate, the desired area is crucial, but there was no other CRM that could manage that on a map. The color of the pins, which represent emotional temperature, lets you see at a glance 'who to prioritize today.' This will change the concept of visit planning."

"The fact that I could try it for free for 30 days was a big plus. After using it for three days, I was convinced that 'this is usable.' It's reassuring to be able to try it before deciding."

Changes after implementation: Closing rate increased from 18% to 32% (1.8 times), and the number of deals closed from follow-up increased from 11 per year to 31 per year.


6th company: Home care service provider (18 caregivers, 62 clients)

Problem: Helpers spent 107 hours traveling per month. Staff records were handwritten, and each handover took 30 minutes.

Reason for choosing:

"I used to think CRM wasn't necessary in the caregiving field. But then I heard that GIS maps could optimize travel routes, so I tried it, and we were able to cut travel time by 44 hours a month. Reducing the physical burden on staff isn't a matter of management decisions; it's something that happens on the ground."

"The handover time for sudden absences has been reduced to 15 minutes. Before, it used to take 30 minutes to ask around to senior staff. Just eliminating that has already made it worthwhile."

Changes after implementation: Monthly travel time reduced from 107 hours to 63 hours (160 hours reduced after one year), return on investment increased 6.7 times.


7th company: Food wholesaler (10 employees, 120 clients)

The problem: Every time the person in charge changed, it was a "handover nightmare." There was no system in place for re-proposing new products, and "if it was rejected once, that was the end of it."

Reason for choosing:

"EMOROCO was the only CRM that allowed us to manage three levels—headquarters buyers, area supervisors, and individual stores—all in one system. Other tools only allow for one level of customer management, which doesn't suit the business structure of food wholesalers."

"By adding a field for reasons for rejection, we can now use it to say, 'This client declined because of shelf space limitations, so we can re-propose a smaller display.' It's like data is shaping the strategy for business negotiations."

Changes after implementation: New product adoption rate (based on re-proposals) 19% → 32%, retention rate after change of person in charge 79% → 96%.


8th company: SaaS startup for small and medium-sized manufacturing companies (3 employees, founded 7 months ago)

Problem: We had zero successful deals after negotiating with 100 companies. Lost deals were scattered as notes in Notion, and we couldn't articulate "what we learned."

Reason for choosing:

"When my mentor asked me, 'Where are the logs of lost deals?', I couldn't answer. Data and notes are different. Learning only happens when you put them into a comparable format. EMOROCO's structured fields made that possible."

"The deciding factors were the starting price of 1,500 yen per month and the ability to show investors 'learning progress' with data. The moment I was able to project the dashboard directly onto a screen and explain it to investors was when I felt it was the most valuable."

Changes after implementation: Sales negotiation to trial conversion rate 8% → 31%, "can't do without" rate 12% → 44%.


9th company: Travel agency (4 staff members, 120 contracts per year)

Problem: Repeat customer management relied on the employee's memory. Repeat customers were lost every time the employee went on maternity leave. "Travel memories" were not being treated as a company asset.

Reason for choosing:

"I believe the travel industry is a 'commemorative business,' so I wanted a system that would allow me to proactively contact customers at important milestones. When I heard that the workflow would automatically generate a 'follow-up task 48 hours after their return,' I instinctively knew this was it."

"If you write 'Next time, I want to go to the Amalfi Coast in Italy' in your narrative memo, the workflow six months later will use that information to generate a proposal task. You can become a company that 'remembers its customers'."

Changes after implementation: Improved repeat customer conversion rate, retention rate after change of sales representative increased from 68% to 91%.


10th company: A firm with two tax accountants and social insurance and labor consultants (28 client companies)

Challenge: We manage 28 client companies with a two-person team. We wanted to create a system where operations could continue even if one of us was absent, but we couldn't afford the cost.

Reason for choosing:

"Honestly, I thought CRM was something only big companies could do. But EMOROCO starts with just 3 users and costs 4,500 yen per month. It's affordable even for just 2 people. It's designed to be usable in small offices."

"The most surprising thing about trying it out was that after 30 days, I knew the emotional state of all my clients. Eight out of 28 companies were below 'cool.' Clients I thought were 'fine' were actually quite distant. Just knowing this fact made it worthwhile."

Changes after implementation: Client retention rate increased from 88% to 96%, and there was no disruption to operations when one of the staff members was absent.


Common patterns in the "reasons for choosing" among 10 companies

When we analyze the opinions of the 10 companies, the reasons for their choices can be broadly categorized into three patterns.

Pattern A: "The price made it easier to take the first step" (5 companies)

At just 1,500 yen per month, with no initial fees and a 30-day free trial, the "try it first" design lowered the barrier to consideration. Several companies commented that "the damage is minimal even if it doesn't work out."

Pattern B: "It was a good fit for our company's industry and operations" (4 companies)

GIS maps (real estate, home care, construction companies), three-tiered management (food wholesalers), post-return follow-up design (travel agencies) — these are some of the comments we've received, such as, "It addressed our unique challenges that other CRMs couldn't handle."

Pattern C: "The shock of setting emotional temperature on the first day" (7 companies)

The initial discovery of "what percentage of users were rated 'cool' or lower" was the motivation for continuing the implementation. It was striking that several companies used the phrase, "After seeing these numbers, there was no turning back."


Summary — If you feel "this is about my company"

Of all the statements made by the 10 companies, this was the one sentence that was repeated the most.

"I decided after trying it out."

With the 30-day free trial, there's only one thing you need to do first: import your customer list and set sentiment levels for all of your customers. When you see the percentage of customers who are "cool" or below, the same thing happens in your company.

[The first step you can take starting today] First, start by setting the emotional temperature for all your customers. That number will be the starting point for everything.

You can try it with a 30-day free trial.
Digitalization and AI Implementation Subsidy 2026 Compatible Tool Number: DL07-0022934
Product Info:https://www.emoroco.com/


Related article

Person who wrote this article
Shinsuke Matsubara

Arcus Japan Representative Director / CRM Consultant
Click here for detailed profile
He has worked as a system engineer, architect, and consultant at Accenture and other companies, an evangelist at Infragistics (Microsoft MVP for Dynamics CRM (now Microsoft MVP for Business Solutions)), and a solutions specialist at Microsoft (in charge of Dynamics CRM products).He currently leads a service team specializing in CRM, supporting CRM implementation and business launches for companies of all sizes.At the same time, he works as a CRM evangelist, spreading the idea of "true" CRM through events and article contributions.
Having learned CRM at Accenture, and having advocated and globally popularized CRM 2.0 (platform-based CRM) at Microsoft, he is a legitimate successor to CRM and the longest-serving active CRM expert (CRM consultant/CRM doctor), having received an award at Worldwide.
Since then, as a leading expert in CRM who advocates CRM 3.0 (Personalized CRM) and CRM 4.0 (Creative CRM), he has been interviewed and received numerous awards both domestically and internationally from publications such as The Wall Street Journal, Newsweek, TIME, WORLDCOM, Mainichi Shimbun (Weekly Economist), and Nippon Cultural Broadcasting. He has also been selected as a representative company of the Kansai business community by "Keizaikai" for four consecutive years.
book:Versatylist - How to become a "1 in 1" talent by age 35

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