Real-Time Bespoke Dashboards
After speaking to your teams and understanding their exact requirement we can create bespoke dashboards focusing on key indicators within your department to ensure you have the latest up-to date information
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The Ultimate
Custom CRM System
Speed up sales cycles and streamline processes by saying goodbye to spreadsheets and saying hello to VISION.
VISION is a fully customisable Customer Relationship Management System (CRM) that is tailored to your bespoke business requirements, improving customer relationships and operational efficiency.
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Advantages of a Custom CRM
Explore the intuitive and powerful features of Vision, making it easy to build, customize, and launch effective landing pages in just a few steps.
Cross Department Workflows
Streamline work across teams with shared data, automated tasks, real-time notifications and tools for seamless collaboration.
Improving the bottom line
Boost profits by automating processes, improving lead conversions, cutting costs and making data-driven decisions.
Operational Efficency
Simplify daily operations with role-based dashboards, mobile access and tools to track and improve productivity.
Fully Scalable
VISION is a custom CRM system that grows with your business, with the ability to add features, users and resources as your needs evolve.
3rd Party Integrations
Easily connect with popular 3rd party tools and applications, from accounting software to social media, e-commerce and payment platforms.
Web and Windows Based
Access VISION anywhere with a web interface or enjoy offline functionality and Windows-native performance when needed.
What Makes Vision Different?
Discover the unique features of Vision that set it apart from the competition, designed to deliver unmatched performance and seamless user experiences.
Automated Reporting
Unlock efficiency and reduce operational costs with Vision CRM's Automated Reporting. Our intelligent system streamlines data extraction, processing, and visualisation, eliminating the need for manual intervention.
Various Bespoke Modules In Use By Our Clients
Membership Management - Supplier Management - Workflow Management - Quality Assurance & Procedure Management - Event Management - Data Warehousing - Sales and Marketing Management - Time Sheet Management - Asset Management - Invoice Management - Project Management - New Product Development - External Resource Management - Bespoke Reporting - Bespoke Real Time Dashboards
Unrivalled & Customisable Features
VISION is far more cost-effective than you think. With annual licence and maintenance fees only charged per your exacting requirements, you could find yourself saving 50% against an off-the-shelf alternative.
Data Warehouse
VISION is more than a CRM system, it is a data warehouse that brings data from separate systems together under one roof.
Run Large Scale Projects
Easily plan, organise and manage projects from anywhere with cost control, task management, resource allocation and more.
Events Management
Numerous events companies have utilised VISION for planning, organising and running their events in one place, including logistics, budgeting and registrations.
Membership Management
VISION is used by membership bodies for improving their membership engagement and staff efficiency by automating numerous administrative tasks.
Finance and Procurement
VISION will streamline your procurement process by automating orders, generating invoices and optimising supplier and customer interactions.
Website Integration
Seamlessly connect your VISION with your website to capture and analyse customer data, streamline processes and personalise and improve customer engagement.
CRM Implementation & Support
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Identify Business Aims and Goals
The foundation of any successful customisable CRM system, is a clear understanding of your business objectives. We work closely with you to identify your goals, whether it’s improving customer engagement, streamlining processes, increasing sales, or enhancing data visibility. By aligning VISION with your strategic priorities, we ensure it will deliver real value to your business.
Planning and Strategy
Once we’ve defined your business aims, we develop a detailed plan for implementation. This includes mapping workflows, identifying key stakeholders and setting timelines to ensure a smooth rollout. Our strategic approach ensures that every aspect of the VISION implementation is aligned with your business needs, minimising commercial disruptions and maximising efficiency.
CRM Customisation
No two businesses are the same, so your CRM shouldn’t be either. Our team customises VISION to fit your specific requirements, integrating essential features and tools that match your workflows. From automating repetitive tasks to creating tailored dashboards and reports, we make sure the custom CRM system is built to support your team’s day-to-day operations.
Data Migration
Transferring data from your existing systems into VISION is a critical step. We ensure that your data is cleansed, organised and securely migrated, preserving the integrity of your records. With over 16 years experience, our team handles the technical complexities, so your internal team can continue focusing on business as usual without worrying about lost or corrupted data.
Training and Support
With our comprehensive approach to CRM implementation and support, you’re not just getting a custom CRM system, you’re gaining a strategic partner. Support doesn’t just stop after implementation, we’re constantly on hand to provide technical assistance, support and adapt VISION as your business evolves. From planning to customisation and beyond, we’re with you every step of the way.
Frequently Asked Questions
Find answers to the most common questions, covering everything from setup to advanced features, to help you get the most out of the platform.
Custom CRM systems are software solutions designed to meet the unique needs of your business in managing customer relationships. Unlike standard CRMs, they’re tailored to your specific workflows, industry requirements and goals, allowing for seamless integration with your existing tools and offering features that directly support your customer management processes.
A custom CRM aligns precisely with your business’s processes, making it more efficient and user-friendly. It’s scalable, allowing for future growth and integrates smoothly with other tools, eliminating data silos. It also offers tailored data security, which is particularly beneficial for industries with strict privacy standards.
A CRM for customer service centralises customer data, tracks interactions across channels and automates routine tasks. It gives customer services the ability to personalise responses and access a complete view of each customer, improving the overall efficiency and consistency of the customer service experience. CRM analytics also help monitor performance to enhance service quality continuously.
Custom CRM systems provide personalised interactions, faster response times and proactive engagement by aligning with your company’s specific processes. They help streamline service delivery, highlight urgent cases and gather valuable customer feedback, enabling your business to anticipate and meet customer needs more effectively.
When it comes to relationship management software, few solutions offer as much potential for alignment with your business’s unique needs as a custom-built CRM. While pre-built CRMs provide valuable tools, opting to build your own allows you to tailor every aspect to fit your business perfectly.
The cost of building a custom CRM system depends entirely on your unique requirements, such as features and 3rd party integrations. Because VISION is a bespoke CRM, you only pay for what you need. Every project is tailored to meet specific business needs, ensuring the best possible solution both financially and from an operational perspective. When you buy an off-the-shelf solution, you pay for functionality you don't need and lose the ability to customise.