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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

Looking for a CRM that works inside Microsoft Outlook? Give eWay-CRM a try. It’s fully embedded in both Outlook and Microsoft Teams, so you can manage clients, deals, tasks, and campaigns without switching apps. With automatic email tracking, calendar sync, and contact integration, everything stays connected and easy to find. One standout feature is “Convert to” — right-click an email and instantly create a contact, task, or sales opportunity. Teamwork is even smoother with Teams integration, making communication and shared workspaces feel effortless. Stay productive, keep your data organized, and handle your entire workflow in the tools you already use every day.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

3CX No 
Microsoft 365 No 
Microsoft Outlook No 
Microsoft Power Automate No 
Microsoft Power BI No 
Microsoft Teams No 
Poll Everywhere No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Tableau No 
TeamViewer No 
WordPress No 
Zapier No 

Integrations

3CX Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 
Microsoft Teams Yes 
Poll Everywhere Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Tableau Yes 
TeamViewer Yes 
WordPress Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20.00/month/user
monthly, yearly, or 3-yearly plans
Free Trial Yes 
Free Version Yes 

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 Yes 
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 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

eWay System

Founded

2008

Country

USA and Czech Republic/Europe

Website

www.eway-crm.com

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

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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