Customer Relationship Management (CRM) is a philosophy where you focus on the customer in every aspect of your organization. The goal is to create long lasting relationships and keep your customers satisfied. VisionFlow gives you the tools to manage all your customer interactions in one place, easily and efficiently.

All customer interactions are handled in one central place no matter what context the dialogue was initiated. It can just as easily be pre-sales, or post-sales related to customer support issues, or during customer project implementation.

How can it be used?

  • Manage all customers, prospects and contacts in one place in the organization
  • To improve customer service no matter what team manages the interactions, sales team, product development team, delivery team or customer support/service team
  • For efficient RFI and RFQ management (via email, forms, chat or phone)
  • To manage all customer events and efforts in one central calendar and timeline/gantt
  • To handle quotes, sales contracts and service agreements in one central place
  • To manage customer projects
  • And much more

What results can you expect?

  • Improved sales efficiency and reduced work load
  • Increased sales per customer and add on sales
  • Improved lead management
  • Improved customer satisfaction and retention
  • Improved customer service and support
  • Easier knowledge/information sharing related to customers, products/services and offers
  • Easier sales processes and marketing projects
  • And much more

Key features

  • Customer and contact management
  • Email ticketing system
  • Personal dashboard
  • Flexible task and event management
  • Complete traceability with customer and contact logging
  • Sales/marketing calendar with Outlook integration
  • Product/services catalogue
  • Contract management (service and purchase contracts)
  • File and document management with complete indexing and search
  • Mass email
  • Web forms
  • Sales chat tool for easy web site integration
  • Email integration with templates
  • Flexible workflow and process management
  • Customer project management
  • SLA's with escalations to make sure service targets and customer retention targets are met
  • Data import and export capabilities
  • Web service API for integration with back end systems
  • Completely web based with mobile app
  • And much more