*****
VisionCRM gave our sales team one place to manage every enquiry. We stopped missing follow-ups and finally have a clear view of our pipeline.
Rahul MehtaHead of Sales - Real Estate
VISIONCRM 2.0 - CUSTOMER & LEAD MANAGEMENT SOFTWARE
Sell smarter with VisionCRM 2.0
A modern CRM for growing teams: capture enquiries, automate follow-ups, manage deals, track sales performance and serve every customer from one clean dashboard.
Easy to useBuilt for growing teamsCustom workflows
+38%Lead conversion
VisionCRMOverviewLeadsDealsReportsRK
GOOD MORNING, SALES TEAM
Here is your sales snapshot
Total Leads12,846Up 18.4%
Qualified3,428Up 12.8%
Open DealsINR 2.84 CrUp 24.1%
Revenue & conversionsLast 6 months
POWERING SALES TEAMS ACROSS INDUSTRIES
CONNECTED CRM
Everything your sales team needs, connected in one place.
Bring your channels and business tools into one customer journey. No more switching tabs or losing conversations.
Seamless integrations for effortless lead management
Connect your website, campaigns, communication channels and productivity tools to create one reliable flow from first enquiry to closed deal.
- Capture leads automatically from multiple sources
- Keep conversations attached to customer records
- Trigger follow-ups and tasks from lead activity
- Give your team a complete customer view
WhatsAppGmailGoogle AdsFacebookLinkedInInstagramZohoSlack
FROM CHAOS TO CLARITYStop juggling scattered leads.
Stop juggling scattered leads.
Start growing with VisionCRM.
Without VisionCRM
- Leads spread across spreadsheets
- Missed calls and forgotten follow-ups
- No clear ownership of opportunities
- Manual reporting takes hours
- Customer history is hard to find
With VisionCRM 2.0
- Every lead in one organized workspace
- Automated tasks and follow-up reminders
- Clear pipeline ownership and stages
- Real-time reports and forecasts
- Complete customer timeline in one click
ONE PLATFORM. MORE CONTROL.
Unlock your growth potential
Everything you need to capture, nurture, convert and retain customers without making your sales process complicated.
LEAD CAPTURE & TRACKING
Turn every enquiry into a qualified opportunity
Capture leads from forms, ads, WhatsApp, social channels and landing pages in one organized workspace.
- Multi-channel lead capture
- Lead scoring and qualification
- Duplicate-free contact records
- Custom lead stages
VisionCRMSearch leads
Lead overview + Add lead
1,248 Total Leads328 QualifiedINR 84.6L Pipeline
Acme RealtyQualifiedINR 4.8L
Bright AcademyContactedINR 2.4L
Nova HealthcareNewINR 7.1L
Urban MotorsProposalINR 5.6L
AI-POWERED FOLLOW-UPS
Follow up faster without losing the human touch
Give your sales team the context and automation they need to keep every prospect moving.
- Smart follow-up reminders
- WhatsApp and email sequences
- AI-assisted replies
- Activity and conversation timeline
AI Follow-upsAI Active
A
Suggested reply
Thanks for your interest. I can arrange a quick demo today. Would 4:30 PM work for you?
Today - 10:30 AMCall Rahul - Enterprise planHigh priority - 2 hours ago
Today - 01:00 PMWhatsApp Priya - Demo follow-upAI reminder - 1 day ago
Tomorrow - 11:00 AMEmail Acme Realty - ProposalScheduled automatically
SALES PIPELINE
See exactly what is happening with every deal
Move opportunities through a visual pipeline, forecast revenue and spot stalled deals before they become lost revenue.
- Drag-and-drop deal stages
- Revenue forecasting
- Win/loss tracking
- Team performance insights
Sales PipelineQ3 - Forecast
New3
Urban HomesINR 2.8LNext activity tomorrow
MediCare+INR 4.2LNext activity tomorrow
NexGenINR 6.5LNext activity tomorrow
Qualified2
Acme RealtyINR 2.8LNext activity tomorrow
Bright AcademyINR 4.2LNext activity tomorrow
Proposal2
TeraSoftINR 2.8LNext activity tomorrow
Prime AutoINR 4.2LNext activity tomorrow
Won2
CloudPeakINR 2.8LNext activity tomorrow
GreenBuildINR 4.2LNext activity tomorrow
CUSTOMER 360
One source of truth for your entire sales team
Keep conversations, notes, tasks, files and customer history together so everyone works from the same context.
- Shared customer timelines
- Tasks and ownership
- Internal notes and mentions
- Role-based access
Customer 360Live
RK
Rahul KapoorEnterprise customer - Mumbai
OverviewActivitiesDealsNotes
1
Demo completedSales team - 2 hours ago
2
Proposal sentINR 8.2L - Yesterday
3
Email conversationMarketing team - 2 days ago
SMARTER SALES. BETTER RESULTS.
Built to optimize every stage of your customer journey.
20%More productive teams
100%Lead visibility
80%Less manual work
2xFaster follow-ups
AILead follow-up workflowACTIVE
1
When a new lead arrivesSource: Website / WhatsApp / Ads
2
Assign to sales executiveRound-robin assignment
3
Send personalized WhatsAppAI-assisted message
4
Create follow-up taskDue in 24 hours
AUTOMATE THE BUSYWORK
From lead generation to conversion with smart automation.
Build simple or advanced workflows that keep your team moving while VisionCRM handles repetitive work in the background.
Auto lead assignmentReminder automationEmail & WhatsApp sequencesCustom workflow triggers
Build your workflow ->MADE FOR YOUR BUSINESS
One CRM. Every industry.
Adapt VisionCRM to the way your business actually sells.
01Real Estate
02Education
03Healthcare
04Finance
05Automotive
06Travel
07Retail
08Manufacturing
09IT & SaaS
10Professional Services
REAL SUCCESS. REAL RESULTS.
Teams work better when customers come first.
*****
The biggest improvement was visibility. Managers know what is happening, executives know what to do next, and customers get faster responses.
Neha SharmaBusiness Director - Education
*****
We replaced multiple spreadsheets and manual reminders with one workflow. The team spends more time selling and much less time updating data.
Arjun KapoorFounder - SaaS
FAQ
Questions? We have answers.
What is VisionCRM 2.0?+
VisionCRM 2.0 is an all-in-one customer and lead management platform for capturing leads, automating follow-ups, managing pipelines and improving sales visibility.
Can I capture leads from WhatsApp and websites?+
Yes. Website forms, WhatsApp conversations, campaigns and other channels can flow into one customer record.
Can I customize the CRM for my business?+
Yes. Custom fields, pipelines, lead stages, activities, permissions and workflows can be configured around your sales process.
Does VisionCRM support automation?+
Yes. You can automate reminders, assignments, follow-ups, status changes and repetitive sales activities.
Can multiple sales teams use VisionCRM?+
Yes. Teams, owners, roles and permissions can be structured so managers get visibility while sales representatives see relevant work.
READY TO GROW?
Transform your business with VisionCRM 2.0
Give your sales team the tools to capture more leads, follow up faster and close more business.
