Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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