About 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.
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