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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Monitor the entire workflow seamlessly, even from afar. Gain a swift insight into a comprehensive dashboard that consolidates all essential information. Utilize various views to enhance management efficiency and effectively delegate tasks. Regardless of your location, whether it's you, your colleagues, or customers, everything you require is integrated into a system that offers full control and traceability. With VisionFlow, you benefit from a reliable and secure provider based in Sweden. The system is designed to be easily customized to fit your organization’s specific operational style using adaptable templates. Should you need assistance, we offer a dedicated contact person, workshops, and support for configuration, either on-site or remotely. Our Swedish team is committed to providing support every step of the way. If you can't find what you need within VisionProject, consider exploring VisionFlow. In VisionFlow, you have the flexibility to select from a range of modules and features, such as product and asset management, internal and external communication, customer relationship management, and customer support, among others. This variety ensures that you can tailor the experience to best suit your business needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
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) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PSP

Founded

2008

Country

United Kingdom

Website

www.visioncrmsystems.com

Vendor Details

Company Name

Visionera

Country

Sweden

Website

visionproject.se

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 

Product Features

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts Yes 
Idea Management No 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Portfolio Management

Budget Management Yes 
Collaboration Yes 
Dashboard Yes 
Issue Management Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking No 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting No 
Timesheet Management Yes 
Vacation / Leave Tracking No 

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