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Explain Vision for

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New to business software? We’ll explain everything simply.New to business software?

Every app to run your business. All included.

Customers, scheduling, money, tasks, and email, each in an app built for it. Start with one. The rest come at no extra cost.CRM, Calendar, Accounting, To-Do, Mail, and five more. Each is a full app on its own, and together they share the same customers and jobs, so there’s nothing to connect. Start with one. The rest are ready at no extra cost.Each app is complete on its own and shares one customer, job, and invoice record with the rest. No integrations to build, no per-app pricing, and nothing to migrate when you add an app.

01See each one

See what each app does for you.

Demo: the CRM deal board for this quarter. Hollis Row Apartments says yes on the phone. Dana drags the Hollis Row deal, $96k, from Qualified to Proposal. Its chance rises from 40% to 72%, and the forecast counts up to $91.4k (it was $57.1k). Her part: one drag.

VisionCRMSearch or ask Vision

Deals

This quarter

+$34.3k
$57.1k
Forecast
Lead
Maple & Finch
Qualified
Fenwick
Proposal
Larkspur
Won
Okafor

Your part: one drag.

CRM. Every customer, remembered.

See CRM

02Type it once

Add a customer once. Every app knows them.

Add a customer, like the Corliss Building, once. Their quote, job, invoice, and emails all show up together, in every app. No copying, no retyping.Add the Corliss Building once. CRM, Accounting, Projects, and Mail all use those same details, so the quote, job, invoice, and emails line up without copying between apps.One contact record for the Corliss Building. The deal, job, invoice, and email thread all link to it: linked, not copied, so there are no duplicates to merge.

Contacts
Corliss Building
  • Deal
    CRM
    $24,800
  • Job
    Projects
  • Invoice
    Accounting
    $18,460
  • Emails
    Mail
    13

03Questions

Your questions about the apps, answered.

  • Do I have to use every app?

    No. Use one, or all of them. Each app works fully on its own, and none of them needs another. When you use more than one, they share the same records.

  • Do I need Vision Intelligence?

    No. It’s included, and it’s there whenever you want a hand. Every app works fully on its own.

  • Is there a charge per app?

    No. Every app is included.

Reserve your spotFounding price for the first 100 businesses.