Clients
Approach each client or prospect in an intelligent manner, allowing the company to build customer relationships based on trust and loyalty while increasing the team’s productivity with Vision 365 Sales and Customers Management.
Our Client module encompasses the entire sales lifecycle—from lead generation to invoicing—streamlining the processes of offering, contracting, delivery, and billing.
With advanced features and customizable workflows, your company can efficiently manage and automate revenue-related processes. This fully integrated customer management solution includes sales force automation, marketing, product catalog management, and essential services such as lead, opportunity, quote, invoice, and contract management.
BA Cards: Clients: ALL
Read More
Sales Force Automation
Qualify your leads into successful opportunities and manage opportunities, quotations and ordering along a customized flow
Read More
Clients Management
Help businesses efficiently organize, track, and nurture customer relationships. Centralizes client information, manages interactions...
Read More
Sales Contracts managements
Streamlines the entire contract lifecycle, from creation and negotiation to execution and renewal. It provides businesses with tools to…
Read More
Invoicing
Simplifies and automates the entire billing process, from scheduling and issuing professional invoices to tracking payments. Enables…
Read More
Delivery Management
Simplifies the creation, tracking, and organization of delivery notes. It ensures accurate documentation, real-time updates, and easy…
Read More
Customer Portal
Provides a secure, self-service platform for customers to access information, manage their accounts, and communicate with your business. By…