Hello, this is Matsubara, CRM Evangelist.

"I've read the description of the features, but I want to see what the actual screen looks like."

This is a question that inevitably comes up when considering the implementation of CRM.

This article explains how to use the main features of EMOROCO CRM Lite using actual screenshots.
Seeing the actual screen makes it much easier to determine whether or not it's suitable for your company.

Screen 1: Shared Dashboard – Get an overview of the entire team's situation.

This is the shared dashboard that appears immediately after logging in. All team members see the same information on this screen.

The four KPI cards at the top of the screen allow you to see at a glance the "Total Records," "New Registrations Today," "New Registrations This Week," and "Number of Entities."

The central "Number of Records per Entity" bar graph shows how many records of each type of data are registered.
You can see your team's latest activities in "Recent Activity" on the right.

Screen ②: Personal Dashboard - Your own KPI management screen

This is your "personal dashboard," which you can switch between using the shared dashboard. You can switch between them using the tabs at the top of the screen.

Three features of the personal dashboard:

Managers can design their own optimal screens to view the numbers for each individual employee, while sales representatives can design their own screens to view their daily tasks and KPIs.

Screen ③: GIS Map (Displaying client company map) — View customers on a map

This is a GIS map that displays the locations of our business partners using pins. The color of the pins corresponds to emotional temperature.

You can see at a glance on the map where customers with a rating of "Cool" or lower are located in today's area.

Screen ④: Route Optimization - Automatically determines the order of visits.

The "Auto Optimize" button automatically optimizes your visit route. Each pin displays a number, allowing you to see today's visit order at a glance. This process takes only 30 seconds.

Screen 5: Scoring Rule Management - Nurturing Score Rule Settings

This is the screen for setting the scoring rules for MA lead nurturing.

You can customize the system without coding, tailoring it to your company's sales process, such as "+10 points for web inquiries" or "+5 points for employees with a managerial position or higher."

Screen ⑥: Portal User Linking – Collecting Objective Score Data

This is an administration screen that links portal users with CRM records in order to reflect customer portal access in the nurturing score.

Manage your links using three tabs: "All Links," "Pending Approval," and "Not Linked."
By linking an unlinked portal user using the "Link" button, subsequent portal accesses will be automatically added to the score.

Screen 7: Workflow Actions - Types of actions that can be automated

This is a list of actions that can be set in the workflow.

Ten types of actions are included as standard, including LINE notifications and external logic calls.
Designs such as "send a notification to LINE when the emotional temperature cools down" and "send data to an external system when an order is confirmed" can be implemented without coding.

Screen 8: Microsoft 365 Calendar Integration

This is the settings screen for integrating Outlook Calendar with EMOROCO CRM Lite.

Simply click the "Sign in with your Microsoft account" button to complete the integration.
This eliminates the hassle of switching between CRM and Outlook for companies using the Microsoft 365 environment.

Screen 9: Field Customization - Change it today with no code

This is the customization screen for adding and modifying fields (input items). You can add new fields without programming by clicking the "+ Add Field" button.
You can set up custom fields tailored to your industry on the same day.

Try it out with a 30-day free trial.

You can actually try out all the screens introduced in this article during the 30-day free trial.

First, try importing existing customer data into the "Client Companies" section as a CSV file and then displaying it on a GIS map.
The moment you can see your customers on a map becomes the first criterion for decision-making.

Click here for a 30-day free trial
Digitalization and AI Implementation Subsidy 2026 Compatible Tool Number: DL07-0022934
Product Info:https://www.emoroco.com/

Related article

• How to use GIS maps and route optimization: A 30-second operation to decide who to visit today from a map.
• A "two-axis matrix" of nurturing score and emotional temperature—gain a clear understanding of customer relationships through objective and subjective data.
• Complete Guide to CSV Import in EMOROCO CRM Lite
• Why does EMOROCO CRM Lite insist on "within 3 clicks"?
• EMOROCO CRM Lite Free Trial Complete Utilization Guide