CRM software for small businessesCRM · your customers and their history
Never forget a customer, or what you promised them.
CRM keeps each customer’s calls, quotes, jobs, and payments on one page your team can open.Each customer’s calls, quotes, jobs, invoices, and emails on one page, because CRM shares its data with every other Vision app.Deals, quotes, jobs, invoices, and email history on one customer record, written by the apps that own them instead of synced in. Vision Intelligence, the built-in assistant, tells you who’s waiting to hear from you and writes the next message for you to check. Vision Intelligence, the built-in assistant, shows who’s waiting on you and drafts the next message for you to check. Vision Intelligence, the built-in assistant, shows who’s waiting on a reply and drafts follow-ups for your approval.
Included with Vision, along with every other app.$99 a month.
Demo: a customer record assembles itself. Corliss Building calls about Thursday, then the signed quote from Accounting, the job from Projects and the deposit join the same record, which the whole team sees. Then it shows who is waiting on you: Corliss Building for a reply about Thursday, and Hollis Row for a quote.
01What you get
Everything you need to keep customers coming back.
A customer’s history that lives in one person’s head walks out the door when that person is out. In CRM, it stays with the business.History split between an inbox, a spreadsheet, and someone’s memory is gone the day that person is out. In CRM, it stays on the customer.Customer history kept in personal inboxes and memory leaves with the person. In CRM, it lives on the customer record.
- One page for each customer
- Every call, quote, and invoice
- Tags for how you sort
- Every job you’re trying to win
- Follow-ups with a name and a date
- Quotes sent from the deal
- Everyone sees the same customer
- Someone in charge of each one
- You decide who sees what
- Search everything at once
- Saved views, like Past due
- Bring your customer list in from a spreadsheet
02See it in action
A customer says yes. One drag, and the whole team knows.
Tallisbrook is a made-up 12-person heating and electrical company. On the phone, their customer Hollis Row Apartments says yes to a job. One drag marks it won, and everyone sees it.Tallisbrook is a made-up 12-person heating and electrical company. Hollis Row Apartments says yes on the phone. One drag marks the deal won, and every app sees it.Tallisbrook is a made-up 12-person contractor. Hollis Row Apartments accepts by phone; one drag moves the deal to won, and the record updates everywhere.
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.
Deals
This quarter
Your part: one drag.
03On its own, or with the rest
Start with CRM alone. Add more when you’re ready.
On its own
Everything your customer list needs, built in.
Customers, follow-ups, and history. It’s all there from day one. Use only what you need.A full CRM, with nothing to connect first. Use only what you need.Customers, deals, follow-ups, and history, standalone, from day one.
With the other apps
The same customer, everywhere.
Use Accounting too, and the invoice shows up on the customer. Every other app opens the same customer. Nothing is typed twice.Use Accounting, and the invoice is already on the customer. Calendar, Projects, Mail, and To-Do read the same details, so nothing is copied between apps.Accounting, Calendar, Projects, Mail, and To-Do write to the same customer record. No sync, no duplicates.
04Questions
Your CRM questions, answered.
Can I bring my customers from a spreadsheet?
Yes. Import a CSV, match the columns once, and review before anything is saved.
Who can see my customers?
Only the people you allow. You decide who sees which customers, and every change is saved with a name on it.
Does CRM cost extra?
No. It’s included with Vision, along with every other app. $99 a month.
Included with Vision, along with every other app.
$99a month.
Founding price for the first 100 businesses.