Custom CRM

VISION is a powerful Custom CRM and Management Information System bringing all your business data and ‘controls’ under one roof. VISION’s Modules and Dashboards are fully customisable to suit your organisation.

You can manage your customer contacts, deal with your suppliers and plan your sales activity. You can send emails sync’d with Outlook, track your email marketing campaigns and raise your quotes and invoices. And you can run your large scale projects and even manage your unique quality systems across the whole organisation.

VISION’s automated workflows and task management minimises time spent on non-value added tasks across all departments. This ensures that every employee is focused on adding value, maximising their contribution to your business.

VISION integrates with your existing systems, pulling and posting data to your back office systems and front end websites. VISION allows you to look at ALL your business data in one place.

Data Warehouse with automated data reporting

VISION’s powerful reporting dashboards and data warehouse module allows you to easily set department targets, measure performance, generate management reports ‘on the fly’ and charts in real-time.

VISION data warehouse means no more chasing information from multiple sources, in time for those dreaded monthly reports.

VISION will reduce costs through the automation of time-consuming processes such as data extraction and report generation.

The data warehouse can be windows or Web based, or even a hybrid of the two, giving you access to your vital data whilst on the move.

  • Reduce Costs by automating non-value added activity across your whole business
  • Improve performance by spending more of your time generating business
  • Make better decisions with real-time customisable dashboard reporting

Business Information at your fingertips

Data Warehouse - No more multiple spreadsheets
Data Warehouse - No more powerpoint presentations

 

  • No more separate spreadsheets and multiple versions of the truth
  • All data can be viewed, manipulated and managed inside VISION
  • Exportable into any required format
  • No more generating charts and endless hours of presentation writing
  • All Charts showing your results and performance against KPIs can be generated in VISION
  • All reports generated ‘on the fly’, in real-time, in your presentation format

 

Easy to Use CRM : Key Features

The VISION easy to use CRM is fully developed and supported in-house so there are no licence fees and no user fees. Its standard suite of modules can be fully customised according to your exact business needs. Alternatively, we can create bespoke modules built to automate your unique processes and deliver your outputs.

Easy to Use CRM

Built on Microsoft Technology, VISION is familiar and easy to navigate.

Customisable Modules

Suite of customisable modules, you only pay for what you need.

Customisable Dashboards

Results and performance against KPIs generated on-the-fly.

STANDARD MODULES

Customer, Contact & Supplier Management

Sales, Purchasing & Financial Management

Telemarketing & Task Management

Time Sheet & Help Desk Management

Membership & Event Management

Project & Quality Management

Real-time Reporting

An easy to use CRM that will deliver your business data in real-time at the touch of a button.

Third party integration

Syncs with Outlook, integrates with back end systems and front end websites.

Extractable data

Search, sort, manipulate and export data in your chosen format at the touch of a button.

Key Benefits of Vision Management Information System

1. Reduce Costs

The VISION management information system reduces costs through the automation of administrative processes across all areas of your organisation. With easy access to customers, suppliers, projects, timesheets and tasks

2. Improve Performance

The management information system improves the speed and response of your customer service teams, your internal project management promoting customer retention and improving overall business performance

3. Make Better Decisions

VISION MIS provides business leaders with valuable data at the touch of a button, either exportable or presented as customised reports or presentations giving decision makers more time to make the right decisions

Custom CRM Software Video

To experience how user-friendly and familiar the VISION Custom CRM Software actually is, view the video walk-through. Built on Microsoft technology, VISION feels like you’ve been using it for ever, with intuitively file, search and export functionality. If you like what you see contact our sales team today to arrange a VISION demo.

Bespoke CRM Testimonials

VISION Screenshots

See how VISION modules conform to a familiar and usable format that we all know and love. Simply click on the screenshots below.

Support

Post project support is the most important part of any VISION project as it’s the deployment and roll out that will drive user adoption and therefore deliver return on investment.

Deploying your version of VISION
  • Full User Acceptance testing and on-site training including ‘train the trainer’
  • Production of user guides for each department / individual
Ongoing support for the first three months…
  • Telephoning our support team 9am to 5pm 01775 722377
  • Accessing our online web-based support and raising a ticket 24/7
  • Emailing our support team directly

Contact

FREE Guided Tour

VISION CRM & MIS

PSP IT Design & Development,
Carver House, Apex Court, Spalding Office Park,
Elsoms Way, Pinchbeck, Spalding, PE11 3UL

+44(0) 1775 722377

Company registration number: 06507907, place of registration in England and Wales.

Vat registration number: 977982535.

© Copyright PSP Ltd 2019. PSP is a trading name of People, Systems & Process (PSP) Ltd. specialist in CMS,CRM Applications as well as website design and development and are based in Spalding, Lincolnshire operating throughout the whole UK.