Customer Relationship Managment

Build long-term relationships with VisionFlow

Customer Relationship Management (CRM) is a philosophy where the focus is on the customer through all parts of an organization. The goal is to create long-term relationships and get satisfied customers. VisionFlow gives you tools for just that.

Manage all your customer interactions - in one place

When the goal is to create long-term relationships and get satisfied customers, it is good to have an efficient workflow. With VisionFlow, all your customer contacts and information are managed in one place – easily and efficiently.


Customer interactions gathered in the same system

The customer interactions are handled in a central location regardless of the context in which the dialogue is initiated. All incoming contact from customers gathered in one system.


Overview - regardless of the team that handles the customer matter

By keeping track of all issues, the customer experience is improved regardless of who in the business has contact with the customer; sales, product development team or customer support.


Everything from support issues to the implementation of customer projects

Regardless of the context in which a dialogue is started, such as support questions or during the implementation of a customer project, the issue is registered in VisionFlow so that it can then be easily handled according to your processes.

Features for CRM


Live chat

The live chat feature makes it easy for you to communicate with your users and customers through an online live chat.

Knowledge base

Allow your users to browse through your documentation in the Knowledge base, while still keeping internal documents private.


SLA management

Ensure you are delivering service as per your set up SLAs. Such as responding within 2 days, or solving incidents withing 24 hours.

Email integration

The email integration makes it possible for you to configure a project to create and add details to tasks based on incoming emails.


Issue management

Subscribe to issue events, use tags, change owner and/or department, private and public communication – all this and more in one view.

Issue planning

Set up recurring issues and meetings. Add contract due dates and reminders to ensure no task is forgotten or not handled on time.

Service catalogue

Set up a service catalogue where your customers can pick and choose from your available services and products. Quick and easy for everyone.


Set up permissions so that only the right people have access to your projects. You can also adjust these so some will have ‘read only’ access.



Manage all your contracts and important dates connected to them. You can connect contracts to SLAs  and customers for example.

Customer management

Add and update your customer register and connect contracts, documents and users. 

Corporate branding

You have the possibility to use your own logo in the system. You can hide all traces of VisionFlow branding, all your customers will see is you.

Customer management

Anonymize, delete and  import/export users. See their history, documents and work logs.

Sort all views

With the CRM module you can sort all views including the calendar. You can e.g. choose to only show issues related to the user or company you are currently interested in. What did we come up with at our last meeting? When is the next scheduled meeting? When does the contract expire? are questions that you no longer have to keep in mind but everything is easy to find no matter which view you choose.

“VisionFlow is perfect for us. It’s easy to work with, quick to get started with and good to work on.”

Martin Epel, System Administrator at Aleris 

Organize VisionFlow as it suits you

Other solutions in VisionFlow that may be of interest to you

Issue tracking

Manage, organize and communicate matters efficiently


A powerful tool to support the entire support chain

Business support

Supports your entire business in one place

Do you want to get started today?