WorkVell
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7 add-ons

Sales & CRM

Unify the sales process from quote to collection.

Integrate the full sales process end to end — from customer master management and quote creation to order confirmation, invoicing, payment matching, and collection follow-up. Real-time links to Finance and Inventory give you visibility from sale to cash.

Global-ready by default

A multilingual UI, major currencies, and JP / KR / US labor-law logic shared across every module.

Access control & audit, built in

MFA, IP restrictions, and audit logs included in every feature — no add-on.

Vell AI

Search, data lookups, and receipt OCR from the AI screen and the features that support it.

Key modules in this category

Sales Pipeline

商談ステージ・確度・金額・次アクションを可視化するパイプライン管理。SFAの中核機能です。

Sales Activity Log

訪問・電話・メール・デモなどの営業活動を時系列で記録し、次回アクションをリマインドします。

Sales Forecast & Target

過去実績と受注確度から売上予測を算出し、個人・チーム・全社の売上目標達成率を管理します。

Sales Contract & Renewal

顧客との契約書・SLAを一元管理し、更新期限アラートと自動更新ワークフローを提供します。

Quote & Order Management

Manage quote creation, approval, delivery, and order confirmation through to shipping instructions — auto-linked to inventory and invoicing.

Customer Master Management

A CRM foundation consolidating customer info, contacts, deal history, and contract status — visualizing every sales activity.

Accounts Receivable & Collection

Automate invoicing, payment matching, and overdue-debt follow-up — with real-time cash-flow visibility.

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