Hello, this is Matsubara, CRM Evangelist.

The surprising reasons why high-performance CRMs are often avoided.

Even after implementing a highly functional CRM system, it often fails to gain traction in the workplace. The main reason for this is not a lack of features, but rather too many features that overwhelm users.

Quotes, contracts, invoices, support incidents, product master data... When menus that are not used in certain industries fill the screen, it can give the impression that the system is "difficult to use."
Having items you don't actually use constantly in your field of vision is a surprisingly significant learning cost.

EMOROCO CRM Lite's system entity management function is a mechanism that solves the problem of "unused functions constantly being visible" with just one click from the management screen.

Switch the display/hide of standard entities on a tenant-by-tenant basis.

The system entity management screen allows you to enable or disable each standard entity (module), such as users, appointments, contracts, products, customer contacts, quotes, sales opportunities, orders, customer companies, invoices, and support incidents, with a single toggle.

For example,

• If your company only wants to use it for handling inquiries and doesn't handle post-sales processes such as quotes, contracts, and invoices, then hide the other entities.
• If your industry doesn't use the support incident feature, you can hide it from the menu to streamline the navigation.

These kinds of adjustments can be completed on the spot without any development work.

Hiding data will not delete any data that has already been registered.
It's also possible to safely hide features that you don't use now but might use in the future, and re-enable them when needed.

A system that supports "starting small and growing big"

EMOROCO CRM Lite isYou can freely build entities, fields, and forms without writing any code.Is a big feature.
However, the ability to freely expand a system and its ease of use from the start are actually difficult to achieve simultaneously.
When you try to increase scalability, the number of options and settings inevitably increases, which can appear complicated to someone using it for the first time.

The system entity management function is responsible for resolving this contradiction.
In the initial stages of implementation, only the truly necessary functions are displayed to start using it simply, and as business operations expand, necessary entities are enabled one by one.
The EMOROCO CRM Lite's philosophy of "starting small and gradually expanding as your business grows" is realized at the operational level through this feature.

Why the same product can serve organizations ranging from small and medium-sized businesses to large corporations.

System entity management can be configured on a per-tenant basis.
In other words, even when using the same EMOROCO CRM Lite product, different usage scenarios can coexist: Company A might use it for everything from quotes and contracts to invoicing, while Company B might simply use it for inquiry management.

This is also compatible with EMOROCO CRM Lite's multi-tenant design, which supports self-hosting and Azure environments, and is one of the reasons why we can provide CRM optimized for each business on the same platform, regardless of business size or industry.

EMOROCO CRM Lite costs ¥1,500 per user per month (minimum 3 users) and has no initial setup fee, with a 30-day free trial.https://www.emoroco.com/You can start from there.
IT implementation subsidy eligible tool number: DL07-0022934.

Related article

• Because it's no-code, you can customize it to suit your company's needs – What are the customization features of EMOROCO CRM Lite?
• EMOROCO CRM Lite Self-Hosted and Azure Configuration Guide
• UI Guide to EMOROCO CRM Lite (See Actual Screenshots)