VISION CRM & MIS 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.
VISION CRM & MIS Alternatives
Rise Vision
Rise Vision is the all-in-one platform for digital signage, screen sharing, and emergency alerts. Rise Vision helps you communicate, teach, collaborate, and improve safety affordably with easy cloud-based digital signage, screen sharing, and emergency alerts—all backed by world-class support and flexible hardware options.
Whether you use our recommended media player and displays or bring your own hardware, Rise Vision ensures you’re up and running in minutes with 600+ professionally designed templates and world-class support.
Digital Signage: Create engaging content with 600+ customizable templates, powerful integrations with tools like Power BI, Microsoft 365, Google Workspace, Canva, social media, and more.
Screen Sharing: Enhance collaboration and teaching by sharing content wirelessly from any device to any display. Screen share without needing an account or opt for secure, moderated sessions.
Emergency Alerts: Keep your organization safe with instant alerts. Rise Vision integrates with leading emergency systems via the Common Alert Protocol (CAP) to send alerts to your displays.
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Planfix
The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance.
Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support.
Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause.
Trusted by 7724 companies, automates business workflows of more than 68 000 users.
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Epicor Vision
Epicor Vision enterprise software is a powerful solution for automotive aftermarket parts distributors ready to deliver superior service to customers while maximizing profits. This comprehensive distribution management solution offers dozens of high-value features that help to drive increased profitability and efficiency while connecting virtually every part of your enterprise to help you remain competitive in today’s aftermarket.
Key features include advanced inventory management and flexible pricing tools; innovative sales accelerator tools; extensive insight into business performance analytics; critical Epicor Vista® parts demand intelligence; channel connectivity to speed up operations up and down the channel; unique capabilities to help increase customer loyalty, including CRM modules; full integration with JMO warehouse management system; and visibility of inventory across enterprise at POS.
Built to tailor specifically to your own unique mix of business, Epicor Vision software makes it easy to enable integrations of all your critical business processes into one single form.
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Invantive Vision
Invantive Vision offers a sophisticated, customizable software platform designed for businesses and organizations engaged in project acquisition and execution. By ensuring consistent and organized project planning, along with the strategic allocation of staff and resources, it facilitates the successful completion of projects within budget and deadlines. This tool not only helps reduce costs and mitigate risks but also boosts profitability. With its collaborative features, Invantive Vision improves aspects such as planning, staffing, monitoring, budgeting, productivity, and overall performance. The software empowers users to effortlessly create, manage, execute, and oversee their projects. Additionally, it is compatible with methodologies like PRINCE2, ITIL, ISO, and CMM, making it versatile for various industries. The solution includes an integrated Customer Relationship Management (CRM) system, a Document Management System (DMS), a workflow engine, comprehensive audit trails, and a real-time database, ensuring a seamless project management experience. Overall, Invantive Vision stands out as a comprehensive solution that enhances the efficiency and effectiveness of project execution.
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Integrations
No Integrations at this time
Company Details
Company:
PSP
Year Founded:
2008
Headquarters:
United Kingdom
Website:
www.visioncrmsystems.com
Media
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Product Details
Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Android App
Types of Training
Training Docs
In Person
Customer Support
Business Hours
Online Support
VISION CRM & MIS Features and Options
CRM Software
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
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