Solution
CRM — Customer Relationship Management
Connect customer information, sales activities and commercial processes in one CRM solution — from lead and opportunity to contract, delivery, invoicing and customer self-service.
Stronger customer relationshipsHigher sales productivityEnd-to-end process automationOne source of customer data
The customer lifecycle, end to end
One platform. Every step. No handoffs.
1. Lead›2. Opportunity›3. Quote›4. Contract›5. Delivery›6. Invoice›7. Customer portal
6 modules
Features in this solution
Six modules cover the commercial cycle, from customer data and sales activity to contracts, delivery, invoicing and customer self-service.
BA Cards: Clients: ALL
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Sales Force Automation
Qualify your leads into successful opportunities and manage opportunities, quotations and ordering along a customized flow
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Clients Management
Help businesses efficiently organize, track, and nurture customer relationships. Centralizes client information, manages interactions...
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Sales Contracts managements
Streamlines the entire contract lifecycle, from creation and negotiation to execution and renewal. It provides businesses with tools to…
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Invoicing
Simplifies and automates the entire billing process, from scheduling and issuing professional invoices to tracking payments. Enables…
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Delivery Management
Simplifies the creation, tracking, and organization of delivery notes. It ensures accurate documentation, real-time updates, and easy…
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Customer Portal
Provides a secure, self-service platform for customers to access information, manage their accounts, and communicate with your business. By…
How CRM connects with the rest of the platform
CRM connects customer and sales processes with operational delivery, supplier activities, budgeting, projects and team collaboration across Vision 365.