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What is VISION CRM & MIS?

VISION is a flexible CRM and Management Information System designed to enhance the efficiency of your business operations. Acting as a centralized data repository, it seamlessly combines quality management, project management, and financial management in real-time, all accessible from a single interface. This powerful Custom CRM and Management Information System aggregates all your business information and controls into one cohesive platform. The customizable modules and dashboards of VISION cater to the unique requirements of your organization, promoting effective management of customer relationships, supplier interactions, and sales strategies. You can also link your emails with Outlook, track your email marketing campaigns, and create quotes and invoices with ease. In addition, VISION equips you to manage extensive projects and implement specialized quality systems across the entire organization, fostering operational efficiency and boosting productivity. Ultimately, VISION empowers businesses to gain deeper insights and improve oversight of their operations, making it an indispensable tool for growth. The adaptability of the system ensures that as your business evolves, VISION evolves with it.

What is Invantive Vision?

Invantive Vision presents an advanced and customizable software platform tailored for businesses and organizations involved in project acquisition and execution. By promoting organized and consistent project planning along with the strategic distribution of personnel and resources, it supports the timely and budget-friendly completion of projects. This software not only aids in cost reduction and risk management but also significantly enhances profitability. With its collaborative functionalities, Invantive Vision optimizes various elements, including planning, staffing, monitoring, budgeting, productivity, and overall project performance. Users are empowered to create, manage, execute, and oversee their projects with remarkable ease. Furthermore, the platform supports methodologies such as PRINCE2, ITIL, ISO, and CMM, making it adaptable for different sectors. It features an integrated Customer Relationship Management (CRM) system, a Document Management System (DMS), a workflow engine, thorough audit trails, and a real-time database, all contributing to a smooth project management process. In addition, Invantive Vision’s flexibility ensures that it can evolve alongside the changing demands of the market. Overall, Invantive Vision emerges as a holistic solution that significantly improves the efficiency and effectiveness of project execution across a variety of industries.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PSP

Date Founded

2008

Company Location

United Kingdom

Company Website

www.visioncrmsystems.com

Company Facts

Organization Name

Invantive

Date Founded

2001

Company Location

Netherlands

Company Website

www.invantive.com

Categories and 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

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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