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CRM
   VisionCore Features
  Sales Order
  Accounts Receivable
  Purchase Order
  Accounts Payable
  CRM
  Management Dashboard
  General Ledger
  Financial Report Generator
  Budgets
  Fixed Assets
  Banking
  Payroll
  Point of Sale
  Inventory Management
  Manufacturing
  Job Costing
  System Manager
  Role Based Security
  Data Import/Export
  Reporting

 
   VisionCore Add-Ons
  eCommerce Shopping Cart
  BizCore Central
  Payment Processing
  ShipRush

 
   VisionCore Details
  Overview
  Benefits
  Technology
  Customizable
  What's New
  VisionCore Brochure
  Free Trial


Customers

At the heart of the CRM module is one of the most feature rich customer forms you will ever use. Check your customers history, notes, contacts, clients, email, user fields, attachments, activity, pricing, multiple ship to addresses, analysis, rewards, credit limits and much more.

Find your customers with ease using a very powerful grid based search form that can filter data from any field and is completely customizable per user.
Leads

Easily Import all your leads and track everything about them. After qualifying a lead you can easily convert them to a prospect or customer.
Prospects

It's very important to follow-up with your prospects so you can eventually turn them into customers. The Prospect form will give you all the tools you need to successfully convert your prospects to customers.
Opportunities

Sales Reps can use the Opportunities form to track the progression and stages while working with customer and prospects. Opportunities can be automatically created from your quotes in the Sales module. You can also initiate a quote from the Opportunities form.
Schedule Activities

Having your activities and schedule available to you within VisionCore will keep you on time and up to speed. Scheduling an activity with a lead, prospect or customer is easy to do.





Keep the activity private
for you or allow others
to see. Manage and
organize your day, week
or month by categorizing
your activities.
Campaigns

Managing and track campaigns from lead capture to close. Make decisions about where to invest, while verifying your actual costs and expected response.
Email Campaigns

Mass email your prospects and customers about new products, promotions or specials. Send sophisticated HTML emails or plain text emails.
Key Features VisionCore
Customer Item Purchase History
    Customer Sales Transaction History  
    Store unlimited Attachments for each customer, prospect or lead  
    Drag and Drop unlimited emails from Outlook for each customer, prospect or lead  
    Unlimited Notes/Logs for each customer, prospect or lead  
    Unlimited Contacts for each customer, prospect or lead  
    Schedule activities for each customer, prospect or lead  
    Unlimited user defined fields for each customer, prospect or lead  
    Convert Leads to Prospects or Customers and retain all data entered  
    Convert Prospects to Customers and retain all data entered  
    Entering zip/postal codes automatically fill in the City, State/Province and Country data  
    Map addresses in Google Maps or Yahoo Maps  
    Set customer credit limits  
    Track customer and prospect time zones.  
    Initiate Quotes, Orders, Invoice directly from the customer or prospect form  
    Phone numbers automatically populate the country and city code  
    Unlimited Ship To addresses for customers and prospects  
    Customer Analysis  
    Customer Rewards/Points  
    Customer and Prospect Special Pricing  
    Customer and Prospect Category Pricing  
    Customer and Prospect Pricing - Markup S&O Cost  
    Customer and Prospect Pricing - Discount Sales Price  
    Customer and Prospect Pricing - Markup Standard Cost  
    Customer and Prospect Pricing - Percent of Margin  
    Customer and Prospect Pricing - Multi-Level Pricing  
    Customer and Prospect Pricing - Retail Pricing  
    Customer and Prospect Pricing - Last Price  
    Customer and Prospect Pricing - Inventory Price List  
    Set Customer and Prospect default warehouse  
    BizCore integration with Customers and Prospects  
    Leads can be disqualified  
    Search for customers only or both customers and prospects together  
    Automatically schedule events for new customers and prospects  
    Create Opportunities for customers or prospects  
    Customizable stages for opportunities  
    Opportunities can be tied directly to Campaigns  
    Generate quotes directly from an opportunity  
    Track estimated revenue, actual revenue, budget cost and actual cost for campaigns  
    Daily, weekly and monthly calendars to view activities  
    Show scheduled activities on startup  
    Enable Reminders to display in the Windows notification area