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Customers - At the heart of the CRM module is one of the most feature rich customer forms you will ever use. Check your customers history, notes, contacts, clients, email, user fields, attachments, activity, pricing, multiple ship to addresses, analysis, rewards, credit limits and much more.
Find your customers with ease using a very powerful grid based search form that can filter data from any field and is completely customizable per user.
Leads - Easily Import all your leads and track everything about them. After qualifying a lead you can easily convert them to a prospect or customer.
Prospects - It’s very important to follow-up with your prospects so you can eventually turn them into customers. The Prospect form will give you all the tools you need to successfully convert your prospects to customers.
Opportunities - Sales Reps can use the Opportunities form to track the progression and stages while working with customer and prospects. Opportunities can be automatically created from your quotes in the Sales module. You can also initiate a quote from the Opportunities form.
Schedule Activities - Having your activities and schedule available to you within VisionCore will keep you on time and up to speed. Scheduling an activity with a lead, prospect or customer is easy to do.
Keep the activity private for you or allow others to see. Manage and organize your day, week or month by categorizing your activities.
Campaigns - Managing and track campaigns from lead capture to close. Make decisions about where to invest, while verifying your actual costs and expected response.
Email Campaigns - Mass email your prospects and customers about new products, promotions or specials. Send sophisticated HTML emails or plain text emails.
"Customer Relationship Management" is part of the VisionCore line of products, developed by Comtech Solutions Worldwide.