Customer/company management

VisionFlow has a powerful company and contract management module, where you can organize all your company customers and their contracts. You can here gather various information about the companies and keep track on what users and contracts they have connected to them. You can also find all issues they have initiated. Use this feature to keep track of all your activities towards the customer, such as meetings, phone calls, etc.



On the customer card you can see all issues related to the customer. Information available for everyone in your organization. Very convenient for before contacting the customer as you quickly can see previous dialogues.



Under contracts you get a good overwiew of the customers contracts. See Start and End date, SLA, Contract type and more. You choose what columns you prefer to see.