Vision CRM (Customer Relationship Management) system and MIS (Management Information System) is so much more than just a CRM or MIS. It’s a flexible, fully customisable data warehouse database system upon which most business management requirements can be built. It can be used as a project management platform, a QMS (Quality Management System), a financial management system or used for task management. Even our very popular Outlook Email Tracker software is built using Vision.

Vision Data Warehouse Database - all your data in one place

Vision, put simply, is a data warehouse database platform that can be used to monitor any aspect of your business. Data can be entered directly into Vision and our development team can ensure that it will communicate with any of your existing systems, networks or websites. Vision will then draw together all the information that you need to see and present it all on intuitive, easy to use dashboards. All this information is displayed in real time for an up to the minute view of everything you need to know about your organisation. Vision allows you to look at ALL your data in real time, in one place.

The ideal choice for a range of business functions

The many areas for which Vision can be utilised across your organisation include:

• Manage customer contacts
• Deal with suppliers
• Plan sales activity
• Send emails synchronised with Outlook
• Track email marketing campaigns
• Raise quotes
• Send invoices
• Run large scale projects
• Manage quality across the whole organisation
• Manage employee time sheets and productivity
• Task management
• Membership
• Event management
• Human Resources
  
  

Bespoke reporting

What’s more, Vision can be used to create bespoke reports. There is no need to rush about at the last minute gathering up to date information from multiple sources for every meeting. The Vision Data Warehouse Database brings all the information you need together in one place. The reports, that are easily customisable in-house, can then just be printed off and used immediately, saving time and improving productivity. Charts and reports can be exported into any required format. Spreadsheets and multiple versions of the truth can become a thing of the past with everyone working on the same system, using the same data.
Furthermore, many tasks and processes, such as data extraction and report generation, can be automated, saving costs and further improving productivity.

Fully customisable

Vision is fully developed and supported by us in-house so there are no license fees or user fees. The platform has standard modules that can all be fully customised to do exactly what you need it to do. As things changes, so can your Vision data warehouse. It will grow with your business.
Vision is built on Microsoft technology and the layout is familiar and easy to use. It can be Windows or web-based, or a mixture of the two.

Built to suit your business

The work we carried out for Lifting Systems is an excellent example of what we can help our customers to achieve using Vision. Lifting Systems required a CRM system that could replace their paper-based job management and purchase order system.

Read our case study to see how we helped Lifting Systems. 

For more information about how we can help you, please get in touch and ask for a free demo.