Vision CRM

Vision Group of Companies – Official Dealers CRM App Work smarter, close faster, and stay organized—wherever you are. Built for Vision Group’s authorized dealers and sales teams, this app centralizes your daily work: capture and manage leads, log follow-ups, schedule tasks, track stages, and view performance dashboards—all in one secure place. What you can do Lead Management: Create, view, and search leads with phone, project, interest, and stage. Follow-Ups: Log calls/meetings, mark outcomes (Attended, Busy, Not Answering, etc.), and set next actions. Tasks & Reminders: Add to-dos with date/time, mark completed, and never miss a commitment. Stages & Labels: Move deals between stages (New, Progress, Won, Lost, Visit) and organize with labels. Dashboards: See new leads, pending follow-ups, and today’s follow-ups at a glance.