CRM
Succeeding with CRM (Customer Relationship Management) is about more than managing contacts. It is a structured way of working that gathers all customer communication, automates tasks, and creates insights in every interaction.
With VisionFlow, you get a complete CRM solution that provides oversight, security, and time for other work – without unnecessary hassle.
Our customers streamline their CRM management with VisionFlow
Why is CRM important?
Without a well-designed CRM, customer inquiries risk falling through the cracks, which costs time, money, and trust. With a systematic workflow, you maintain control; rules and processes ensure that tasks are sent to the right person, and the team can follow up on time. Reports and insights provide a clear picture of workload and bottlenecks, which leads to better flow, faster decisions, and more satisfied customers.
The benefits of effective CRM are many:
Shorter response times
All customer information is gathered in one interface so everyone sees what needs to be done and when.
Less manual work
Automated processes reduce inbox double-checking and free up time.
Better prioritization
Clear rules and queues ensure the right cases are handled first.
Data-driven decisions
CRM gives access to lists, statistics, and forecasts so you can make quick decisions.
Higher customer satisfaction
Fast and personalized service builds loyalty and creates satisfied users.
How VisionFlow improves the CRM flow
VisionFlow is a Swedish ITSM system with a CRM module developed from over 20 years of experience in digitalization and service management. The system automatically creates cases and customer records from incoming channels (email, phone, forms, chat) and distributes them according to your rules. The team tracks status, communicates, and completes tasks in the same interface – from start to finish.
Book a demo with one of our product experts and discover how VisionFlow can help you with CRM today!
Key features in VisionFlow’s CRM
Comprehensive customer records
Gain a complete overview of customer information, link cases, and review all history.
Gather all information
Regardless of where the dialogue begins, all communication is collected in the same CRM.
Full traceability
Follow the entire customer journey from CRM management to customer, with all data in one place.
Customizable views
Gain control over lists, statistics, forecasts, and key figures for quick decisions.
Scalability and flexibility
Choose which features you want to use and adapt the system to your needs.
Automated processes
Create automatic responses, reminders, and workflows for feedback and escalation.
Handle all types of cases
Support questions, bugs, or improvement suggestions are organized and prioritized in the same place.
Tailored workflows
Build your own workflows, categories, and case types - based on your processes.
Increase customer satisfaction
Fast and personal service builds loyalty.
How VisionFlow helps you succeed
VisionFlow’s CRM module helps you improve customer service, increase sales, and streamline marketing. With VisionFlow CRM, you get unified support for the entire customer journey – from first contact to business and follow-up.
By gathering all customer information in one place, you can quickly and efficiently handle customer inquiries and cases. With access to history and detailed information, you provide more personal service and increase customer satisfaction.
VisionFlow also supports the sales team: with clear overviews of leads, opportunities, and customer interactions, the team can focus on the most promising deals and close them faster.
More than just CRM
VisionFlow is an integrated platform that also includes case management, helpdesk, project management, and contract management. You can easily combine CRM with other modules and build a complete solution that grows with your organization.
Customer Stories - Real Results in Practice
Our customers in the private and public sectors have already experienced how a consolidated, traceable, and automated CRM improves their work.
Read more stories in our customer cases, where organizations like Nordic Level Group, Wexnet, and Karlskoga Municipality describe how VisionFlow strengthens customer relationships.
"VisionFlow has given us full traceability and streamlined our way of working. We can follow all cases regardless of owner and status, which creates better transparency and collaboration. In addition, the system provides us with valuable data and information that improves our business decisions."
"The traceability in VisionFlow is very good, we get a clear and detailed picture of how the customer flows are connected from quote to delivery project and development."
"With all servers in Sweden, VisionFlow offers a safe and secure solution that meets our high standards. We can trust that our data is handled safely, while we have the possibility to customize the system to our needs."
"The best thing about VisionFlow is still the flexibility - there are very few things that cannot be solved. I really appreciated the start-up, which was done in an agile workshop format - something that suits us perfectly."
“Here, you can actually do much more and customize the system in a completely different way. With other providers, customization hasn’t been possible — or it has required consulting services. Consulting services that ultimately just turned into large costs, and you still didn’t really get what you needed. It’s a huge difference compared to working with VisionFlow.”
Frequently asked questions
What is CRM?
CRM stands for Customer Relationship Management and involves actively managing and nurturing customer relationships. A good CRM system helps businesses gather customer information, understand customer needs and build long-term, positive relationships to increase customer satisfaction and loyalty. The right CRM also makes it easier to work data-driven in everyday operations.
How can VisionFlow improve our customer relationships?
VisionFlow gives you a centralized place to gather all customer information. With easy access to history and detailed communications, you can quickly provide a more personalized and effective service, strengthening relationships and increasing customer satisfaction.
Is VisionFlow suitable for all businesses?
Yes, VisionFlow is scalable and adaptable for both small and large organizations. The system grows with your needs and can be configured to handle everything from simple support flows to complex, business-critical processes.
Is there an on-premise version?
Yes, we offer both cloud-based and on-premise server versions.
With the on-premise version, VisionFlow runs on your own server, for example in your data center. Pricing is based on an enterprise license, number of user licenses (minimum 15), and the modules you require.
To get an accurate price quote contact us at sales@visionflow.com
CRM system - what does it mean in practice?
In practice, CRM means moving from scattered spreadsheets, email threads, and personal memory to a shared system. All customer data becomes accessible to sales, marketing, and support, making it easier to follow up on deals, see next steps, and avoid anything “falling through the cracks.”
How do we choose the best CRM tool for our sales team?
The most important thing is to base your choice on the sales process — not the other way around. Map out how you work today and which steps need support: leads, pipeline, quotes, follow-up. Recommended criteria include:
Support for pipeline management and activities (who does what, when?)
Integrations with email, calendar, and existing systems
User-friendliness – the team must want to use the tool
Ability to grow with additional features over time
VisionFlow CRM is built for sales teams that want to connect deals, cases, and customer dialogue in the same platform.
Where is all the data stored?
All data is stored on our servers in Sweden, giving you peace of mind and ensuring that you comply with Swedish data protection laws and regulations.
Can the system handle different types of customers?
Yes, VisionFlow can handle different types of customers and you can even segment them based on their needs and behaviors. You can customize the system to handle both individual and business customers, and create specific workflows and communication strategies for each customer type.
Can users have different modules?
No. All regular users in VisionFlow have the same module set. You choose the modules you need – with case management as the foundation – and these apply to all users in your organization.
An exception is external users who only access the support center. They do not require a license.
For users who only need occasional access, we offer occasional-user licenses where several people share one license (one at a time).
This is a good alternative for example management or specialists who need to sign in rarely to read, sign-off on or update unique issues.
What is a CRM system?
A CRM system (Customer Relationship Management) is a tool where you gather all information about customers and prospects in one place — contact details, history, deals, activities, and communication. The purpose is to gain a complete view of each customer, make follow-up easier, and create better foundations for sales, marketing, and customer service.
Which CRM systems offer a Swedish user interface?
There are many CRM systems with Swedish language support. VisionFlow not only offers a Swedish interface – it is developed in Sweden. VisionFlow stores all data on servers in Sweden, simplifying both usage and compliance.
Is VisionFlow CRM designed for B2B companies?
Yes. VisionFlow is designed for B2B organizations that want to gather CRM, case management, contracts, and projects in the same system. You can store company and contact records, link opportunities and agreements to the right customer, follow the entire history, and combine CRM with support flows in the same platform. This gives sales, customer service, and delivery a shared view of the customer and enables more efficient collaboration.