CRM

Long lasting relationships

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.

What results can you expect?

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. With VisionFlow you will improve customer service no matter what team manages the interactions; sales team, product development team, delivery team or customer support.

All in one

Let your teams and departments share knowledge and information about each customer. Handle quotes, sales contracts and service agreements in one central place.

Organize your work

With VisionFlow you can organize your sales information, daily activities and deals. Use the strong ticket system with total traceability and see the latest conversation with your customer. When on the run, use the mobile app.

Key features

Customer and contact management, Email ticketing system, Task and event management, Complete traceability with customer and contact logging, Sales and marketing calendar with Outlook integration, Product and services catalogue and more.