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Base Module

The core module of the system, this is the module on which all other modules are based on and includes the most essential functions:

• Case Management – Tracking of cases/issues, flexible and powerful, including notifications and escalation capabilities.
• Process engine – Create custom workflows that support your processes, procedures, templates and organization, regardless of which function uses the system.
• Users and permissions – Manage the users in your organization and set access to data and functionality based on user groups and roles.
  Search and reporting capabilities – Advanced filter and search function with many built-in reports
• Group calendar – View all regular events, activities and meetings, as well as attendance/absence with subscription options.
  Time and cost tracking
• Mobile version of the system
• And much more

Issue Tracking

Group Calendar

With VisionFlow’s extensive group calendar, you’ll create a sleepless workflow. With the calendar, you can see common activities, meetings, and events, as well as add important events linked to, for example, contract dates to ensure that nothing slips through the cracks. The calendar also has subscription functions for important recurring events.

Reports & Statistics

Get the most important insights using VisionFlow’s analysis and reporting functionality and stop any potential bottlenecks before they cause problems. Set your own criteria to identify areas for improvement and use insights from different measurements to make strategic decisions.

Search

VisionFlow’s advanced search function can help the team find specific events related to cases, in addition, the search function is integrated with many built-in reports.

User & Permissions

Customize the system for your users. Manage who uses VisionFlow in your organization and configure access to data and functionality based on different user groups and roles. Have the entire system available without the risk of employees accessing the wrong data.

Project Management

VisionFlow’s project tools make it easy to plan and manage your company’s various projects, wherever you are. Smart boards improve internal communication and detailed overviews give you full control over ongoing projects in real time.
With VisionFlow’s project module, you get project management features such as:

• Project management reports and statistics, such as:
• Project summary/progress reports in the general project section: Summary, table and bubble chart
• Project status report
• Various tools to easily manage activities in a project, such as the dynamic Timeline/Gantt, Kanban and Planning Board etc.
• Phase/iteration/milestone/principal management
• Financial capabilities, such as budget management
• People/resource allocation/management
• And much more.

Dynamic Timeline: Gantt, Kanban & Planning boards

Financial Capacity 

With the help of Visionflow, internal communication is streamlined and detailed financial overviews give you full control over revenues, costs and results.

Phase/ Iteration / Milestone 

Project Tracking 

VisionFlow is a great tool for tracking issues, allowing teams to capture, prioritize and resolve problems effectively.

Resource Allocation & Resource Management 

Project templets 

Email and Issue tracking system

With Visionfolw, you can turn incoming emails into tickets and prioritize, track and follow up on customer requests in one place. This way, support staff can improve communication with customers and handle issues more efficiently.

Email Notifications

Scheduled Reports

Never miss important insights and statistics with scheduled reports. Monitor work and project progress on a daily, weekly or monthly basis with reports.

Email Ticketing 

Never miss a case regardless of the channel of inflow, with Visionflow the case is created directly at the first email so that nothing falls between the chairs.

Support Center

This module allows you to create a simple web-based portal for your end users along with other support/helpdesk functionality.
The support center enables you to integrate a powerful self-service portal (Single Point Of Contact) on your website that your customers and end users can interact with.
This includes features such as:

• Creating simple forms on any website that can create tickets in the system when submitted.
• Have users create, manage and track their own tickets
• You can share documents and files with your end users and customers
• You can publish news or information
• You can share your product stock with your end users and customers
• And much more.

The Support Center is a slightly simplified web portal. Users of the Support Center have only limited access to VisionFlow and do not have access to your entire account, i.e. it is a public area for your projects in VisionFlow.

Other names for the support center are “contact center”, “service center”, “service desk” or “Single Point Of Contact” (SPOC). It can be used to easily communicate with customers/end users/individuals. It is particularly useful if used as a helpdesk or customer support/service organization, but can also be used in projects where you want a clear communication channel with customers/individuals. It contains many packaged features to make it easy for you to offer good support to your end users/customers (we call these users “support users” in the system), or to publish information about your projects.

Below you can see an example of a support center, you can also see and test our own support center here

Issue tracking for customers and end users 

VisionFlow’s case management handles all incoming support requests from multiple channels and creates an easy-to-understand case in one place. VisionFlow then makes it easier to prioritize, track and follow up on customer requests with a complete overview of the entire communication flow.

Discussion Forum 

Keep communication flowing with VisionFlow’s discussion forum, ask questions, share ideas, and interests, and connect with other customers with our communication forum.

Document

Access your documents directly in the support center. Log in and review your work directly in the support center.

Idea Management and Administration

If you have any ideas for features that you would like to add to VisionFlow, you can discuss if there is any feature you want to add or change in our public ideas section. Here you can share ideas, vote on others’ ideas and discuss.

Portal for self-service 

Knowledge Base

This module enables you to write, publish, collaborate on and manage knowledge articles/documents, for internal or external purposes. If used in combination with the support center module, it can also be published for end users or customers.

It is a very useful and powerful module to manage information in the system on your product, services, or assets. You can link KB articles to tickets/numbers for easy reuse, or link the articles to products/assets to write and make technical documentation easily available in the system.

All articles are easily searchable, and you can also get suggestions for related KB articles to your tickets/numbers if you want (setting in the project/workspace).

If you use the support center module, you can also publish the knowledge base there to make it available to your customers or end users. You can see an example of the support center module and the knowledge base module by looking at the VisionFlow support center here.

Internal / External

Build an internal knowledge base for the entire organization with important but confidential information and build an external knowledge base with important general information.

Updated and quality assured content

VisionFlow updates its Knowledge Base daily, and with each update, the knowledge base is also updated, all to ensure that the content is always up to date.

Insights and continuous improvement

VisionFlow listens to feedback and insights from its users, so with each feedback, improvements are made to the system

Company Profiling 

What is corporate profiling? Profiling or branding means clarifying your company’s brand. It is about building a profile and trust. Through profiling, a company can communicate who it is, what it does and its values to customers, business partners and the public.

Color Scheme

Hide the link to VisionFlow

If you want your own link without VisionFlow, no problem!

Redirect your domain to our server – SaaS

Replace the VisionFlow logo with your own logo

Adapt the system to your organization and change logos, function names and other elements.

Use your domain name in links with outgoing emails

Product / Asset / Inventory

This module can be used to manage objects of different types. For example, this may be:

• Software (systems/applications/systems)
• Hardware(servers/computers/printers/network infrastructure)
• Products (retail, toys, bicycles, etc.)
• Facilities (buildings, conference rooms)
• Releases (to link software/hardware versions in a project-wide way)
• And so on.

You can store files and all information/data about the stored objects/items, you can also set relationships between objects and so on…
This module also enables you to manage different SLAs for different customers and services if you also use the CRM and Contracts modules.
This module is also very useful for just generally categorizing questions/issues of different types.
The module also includes the possibility for the Support Center to publish articles in a webshop, through which the users of the Support Center can easily order goods and services. The orders are automatically submitted to the right recipient in the case management module.

Manage different SLAs for customers and services

Create relationships between objects

Store files and information directly with the object

Save and store everything in the same place as the object. Save information, contracts, documents, history, etc. with the object in question so that you have an easier overview of the status and history.

Ability to view objects on a map

Does your organization have products or services in different locations? Easily view all objects on a map so you can easily see exactly where an object needs to be replenished, replaced, or repaired.

See objects and relationships in a graph

Configuration management database (CMDB)

Product Tree

Customer Relationship Management (CRM)

VisionFlow’s CRM module enables in-system functionality for Customer Relationship Management and Customer Support. It gives you the tools to manage all your customer relationships and interactions in one place, easily and efficiently.

The module includes:

• Keep track of all your customers, partners and other contact companies in one place. You can categorize companies of different types
• Customer (company) management
• View all customer cases/issues/activities/emails on the company card.
• Store notes on customers
• Store documents/files on customers
• Define different company types
• Add any number of custom fields to store customized data
• Send emails to companies
• Link companies to products/services
• Filter on companies in different views, for example in the calendar
• Contact management related to companies
  usability
• See all cases/issues/activities on the user/contact card
• Store notes on contacts
• Store documents/files on contacts/users
• Add any number of custom fields to store custom data.
• Customer reports – Extended reporting possibility for customers
• Connection to the asset/service management module
• Advanced company/partner access management
• And much more.

Connection to the asset management module

Link documents directly to the customer’s card. Add all important documentation to the customer card so nothing falls through the cracks. Have everything ready when needed and never miss an important document.

Issue Tracking

Contact Person Management

Consolidate all customer case management into one comprehensive customer card. Review all tickets, emails, communications and history of each customer.

Link documents directly to customer cards

Advanced access management for external parties

Contract management

This module enables functionality in the contract management system.
It gives you the tools to manage all contracts in one place, easily and efficiently.

• Contract management (contracts)

• Adds a “contracts” section to the “general” box where you can manage contracts.
• Extended SLA management
• Makes it possible to use different SLAs for different customers
• Makes it possible to use different SLAs for different products/services
• You can store contracts/contract data on contracts
• You can store notes on contracts
• Send emails/text messages from contracts to easily inform and communicate with key people
• Store documents/files on customers
• Add any number of custom fields to store customized data
• Define different contract types, such as service contracts, purchase contracts etc.
• and more.

Costumer and Company management

With VisionFlow’s comprehensive customer and company card, you get a full overview of everything important about the customer or company – see history, cases, communication and see which important documents are linked to the customer or company. With VisionFlow’s customer and company management, you have everything you need in one place so that every customer and company management is seamless.

Real-time support chat

Chat with support in real time and increase customer satisfaction. Be available to your customers when they need you the most by offering real-time chat.

Real-time online support chat 

Push functionality (updates data automatically in the client)

Get notifications when something happens so you can act quickly on important closures.

Corporate Chat

Corporate Chat for everyone in an organization

Dynamic Chats

Case Chat

Chat between users