CRM (Customer Relationship Management)

View the entire sales pipeline on a single screen

The entire journey from lead generation to quote, order, and contract is visualized in an 8-stage pipeline. Amounts and probabilities at each stage are automatically aggregated, enabling immediate reporting of this quarter's projected revenue to leadership.

• Lead scoring is automatically calculated across three axes: demographics, behavior, and fit. The conversion threshold from MQL (Marketing Qualified Lead) to SQL (Sales Qualified Lead) can be configured to match your organization.
• Pipeline snapshots are periodically saved, enabling retrospective inquiry of pipeline status at any point in time and comparison of revenue forecasts by forecast category (Best Case, Commit, Pipeline, Omitted).
• Sales territory management is structured across four types -- Region, Industry, Company Size, and Named Account -- with automatic rep assignment and customer mapping.

Customer information becomes an organizational asset

Sales opportunities, quotes, contracts, service history, and activity records are all connected around Accounts and Contacts in a single structure. Customer history is preserved regardless of rep changes.

• Customer tiers are automatically managed in 4 levels: VIP, Gold, Silver, Bronze.
• Direct integration with ERP trading partner and item data eliminates duplicate data entry and ensures customer-transaction information consistency.

Handle the entire flow from quote to contract in one stream

When preparing a quote, ERP items are linked to compose line items, and the document flow through automatic numbering and approval matrix to contract is completed on a single screen.

• 4 document templates are built in: Quote, Proposal, Contract, Customer Report.
• Approval status and version history are automatically managed, enabling tracking of past quote terms.

Detect customer churn signals early

Customer Health Score is automatically calculated across four axes: Usage, Engagement, Support, and Payment. When churn risk is detected, CSM (Customer Success Manager) plans and milestone tracking enable proactive response.

• Churn risk indicators are classified into 5 types: usage decline, support request increase, payment delays, engagement decline, and contract non-renewal.
• Contract renewal opportunities are automatically generated with pre-scheduled reminders aligned to renewal dates.
• A built-in Customer Lifetime Value (CLV) calculation workflow supports prioritization of customer investments.

Marketing campaigns connect to sales results

Email campaign delivery, A/B testing, lead capture via web forms, and nurture sequence execution all happen on a single platform. You can track which leads from campaigns converted into which sales opportunities.

• Customer segments can be created by RFM (Recency/Frequency/Monetary), behavioral patterns, demographics, and custom criteria.
• Nurture sequences automatically deliver next-stage content based on lead score changes.

Service requests lead to quality improvements

Service tickets are automatically managed against SLA criteria, and customers can self-resolve through knowledge base search, chatbot support (across 5 channels: web, KakaoTalk, LINE, Slack, Teams), and a self-service portal.

• Service requests are automatically linked to QMS (Quality Management System) customer complaints and CAPA (Corrective Actions), enabling root cause tracking of recurring issues.
• Portal users can submit inquiries, search knowledge base articles, and share information in community forums.

CRM built for the manufacturing shop floor

General-purpose CRM solutions often require additional development or separate solution integration to meet the specific needs of manufacturing. VEXPLOR CRM includes requirements that frequently arise in manufacturing environments as part of its standard structure.

Canvas-based customization

Tables, screens, and workflows can be modified via drag-and-drop on the canvas without coding. CRM can be freely combined with other solution modules such as ERP, MES, and QMS to create a configuration tailored to your organization. Changes are immediately reflected through the 6-stage automation pipeline (DDL generation - DDL execution - API generation - UI generation - Menu/Route - Storage).

Sales visibility

Previously scattered sales information is consolidated into a single pipeline. Leadership can see the scale and stage of current opportunities in real time, and revenue forecast accuracy improves.

Customer data as organizational asset

Customer information and consultation history previously held by individuals are accumulated in the system. Customer relationship continuity is maintained regardless of rep changes or departures.

Shortened sales cycle

Manual steps from lead capture through quote, approval, to contract are reduced. In particular, ERP item data is automatically linked during quote preparation, eliminating duplicate entry, and approval processes are automated through workflows.

Improved customer retention

Customer health scores and churn risk indicators enable early problem detection with systematic response through CSM plans. Contract renewal management is automated, preventing missed renewal windows.

Reduced privacy risk

Consent management, deletion requests, and retention period processing are handled automatically by the system, reducing regulatory violation risk that can arise from manual management. Processing history needed for audits can be extracted immediately.

Strengthened marketing-sales alignment

Leads generated from marketing campaigns automatically flow into the sales pipeline, and campaign-to-opportunity conversion performance is trackable. The causal relationship between marketing investment and sales results becomes clear.

Scenario 1: A day in the life of a sales rep

Sales rep A checks the CRM dashboard upon arriving at work to review today's scheduled customer meetings, opportunities requiring follow-up, and contracts approaching renewal. A notification shows that a new lead captured via web form yesterday was automatically scored and converted to MQL. Rep A reviews the lead's profile, assesses priority based on demographic and behavioral scores, and initiates the first contact.

In the afternoon, Rep A prepares a quote for a major opportunity in progress. On the quote document screen, ERP items are searched to compose line items, and a quote number is assigned via automatic numbering. Since the amount exceeds a certain threshold, approval is requested from the sales director per the approval matrix. Once approved, a quote PDF is automatically generated and sent to the customer.

Scenario 2: Customer churn prevention response

Customer B's health score has dropped sharply compared to last month. The system classifies the churn risk type as "support request increase + engagement decline" and sends an alert to the assigned CSM. The CSM reviews B's service ticket history and discovers the same issue has been recurring. The CSM confirms that the service request has been automatically linked to a QMS CAPA with root cause analysis in progress, and shares the status with B's contact person. A milestone is added to the CSM plan to schedule a follow-up check in 2 weeks.

Scenario 3: From marketing campaign to closed deal

The marketing team executes an email campaign ahead of a new product launch. Through A/B testing, the subject line with the higher open rate is identified and used for the full send. Among campaign recipients, 20 leads are automatically generated from inquiries submitted via web forms. Behavioral scores are added to each lead, and 5 that exceed the threshold score are converted to MQL and assigned to the sales team. The sales team converts these leads into opportunities, and 3 months later, 2 result in closed-won deals. The marketing team reviews campaign-level opportunity conversion rates and deal amounts to formulate the next campaign strategy.

Scenario 4: Partner channel sales

Partner C submits a deal registration request. The approval process proceeds based on partner tier, and approved deals are protected from overlap with direct sales. Partner quarterly performance is automatically aggregated and used as foundational data for annual partner evaluation and tier re-assessment. Product information handled by the partner is integrated with the SCM solution, enabling real-time inventory status checks.

Depending on whether sales pipeline visibility, customer churn prevention, or privacy regulation compliance is your most urgent priority, we can design the implementation scope and priorities together. Share your current sales process and system environment, and we will propose specific implementation approaches.