Vision Professional

Vision Professional

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Starting point of the app, everything you need in one app from CRM to issue tracking to finance
Vision Professional
Vision Professional
Vision Professional
Vision Professional
Vision Professional
Vision Professional
Vision Professional
Vision Professional
Vision Professional

App details

Release date

2019-08-19

Last update

2022-03-12

Product ID

9PMJMC61LB14

Categories

Business

About Vision Professional

Vision Professional is a universal application for a sizeable amount of small business, build by over 40 small uk businesses. Vision Professional has 3 integrated elements. Customer relationship management, Issue and customer tracking and finance management. Vision Professional is available in 242 counties and is soon to be in over 100 different languages with 132 new currencies. Vision Professional is for small business and because of this all data is stored locally on your machine and never shared or seen by us, but rest easy because you can backup data whenever you like.

Customer relationship management
Customer relationship management is essential for small business, every customer counts. Vision Professional keeps track of a large range of components that include:

  • Companies
  • Contacts
  • Marketing Campaigns
  • Leads
  • Sales
  • Quote
  • Invoice
  • Receipts
  • Purchase History
  • Production
  • Delivery

All this data is stored and presented seamlessly in an easy to use application. All the data you enter generates semantic and easy to read reports that help you improve and grow.

Issue and customer tracking
Issue and customer tracking is a great way to manage all issues that may arise with customers and clients. Issue tickets can be opened form sales, production, and deliveries to help manage issues in these sectors. You can also open and manage a ticket from inside the issue tracking part of the application, update the status and even create a contact and activity log for the issue.

Finance management
Finance management is a great way to manage your business expenses, although not an accounting tool its great for keeping track. Vision Professional does not calculate TAX as we cover so many jurisdictions but log expenses and report on profit/loss. This has been built with the assistance of accountants in the UK and is great for management of business finance alongside an accountant and everything can be exported and given to an accountant who can calculate your tax from this report.

Key features

  • CRM
  • Issue Tracking
  • Finance
  • Business Management
  • Business Finance Management
  • MIS