Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
An intuitive, dependable, and effective solution tailored for overseeing energy installations. This innovative platform integrates various operations, such as insulation, heat pumps, VMC, and photovoltaic panels, while providing a comprehensive view of your clientele. Key performance indicators are clearly visualized on a customizable and user-friendly dashboard. Enhanced collaboration is made possible through fully integrated enterprise software and tools, reducing the risk of costly errors. Stay ahead of the competition with proper procedures and the right resources, ensuring all business information is current and securely centralized. Manage your operations from any location! NeoCEE empowers you to oversee every step, from potential client creation to project completion. When installers and managers utilize NeoCEE, they can easily share customer information, and our solutions are designed to improve communication among all partners involved. Furthermore, we offer the ability to tailor the CRM to fit your workflow, leveraging our expertise in digital and process management to optimize your operations effectively. This flexibility not only enhances productivity but also supports a more streamlined and cohesive working environment.
Description
VISION is a highly adaptable CRM and Management Information System designed to facilitate the operation of your business effectively. Serving as a comprehensive data hub, it integrates quality management, project management, and financial management seamlessly in real-time, all on a single screen. This robust Custom CRM and Management Information System consolidates all your business data and controls within one centralized platform. The modules and dashboards of VISION can be tailored to meet the specific needs of your organization, allowing for efficient management of customer contacts, supplier relations, and sales planning. Additionally, you can synchronize emails with Outlook, monitor your email marketing efforts, and generate quotes and invoices effortlessly. Furthermore, VISION empowers you to oversee large-scale projects and manage distinctive quality systems throughout the entire organization, ensuring streamlined operations and enhanced productivity. Ultimately, with VISION, businesses can achieve a higher level of control and insight into their operations.
API Access
Has API
Yes
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
NeoCEE
Country
United States
Website
neocee.ornsoft.com
Vendor Details
Company Name
PSP
Founded
2008
Country
United Kingdom
Website
www.visioncrmsystems.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
No
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No