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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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management