CRM Features

A flexible CRM system that seamlessly grows with your business…

CRM Features

Customer Management

Knowing your customers and contacts is key to any running and growing any business. VistaCRM has a quick, powerful contact and customer management system that ensures all the important data is at your fingertips 24/7.

Store important customer information like:

  • Company
  • Colleagues
  • Address
  • Phone numbers
  • Email address
  • Notes

Instant access to comprehensive up to date information not only helps you keep organised, but also improves the overall customer experience.

CRM Software Customer Management

Communication made easy.

Every good salesman knows that customer communication is vital when converting new sales and ensuring current customers are kept up to date with new products and services. With VistaCRM communication is made simple with notes, comments and all your customer information available to you 24/7.

CRM Software Communication

Sales Management
your online sales team.

Having all quotes, orders, invoices and transactions in a single place is vital running any business. With VistaCRM you can track and manage all the important stages of a business transaction so they are always available to your sales team. Make your customers feel special by having the whole sales process, from the initial lead, through to invoicing and customer payment and then beyond. Each step couldn’t be simpler with VistaCRM.

Some key features to help you manage your customer sales are:

  • Create and manage sales quotes
  • Automatically convert quotes to orders
  • Automatically convert orders to invoices
  • Simple online customer payments
  • Customer confirmation emails
  • PDF Quotes & Invoices
  • Customer reminder emails
  • Recurring payments
CRM Software Sales Management

Payments a seamless customer experience.

VistaCRM makes taking customer payments easy. Whether you are taking payments over the phone, by post, or customers are paying for products or services online, the payment process is designed to be streamlined and customer focussed. This ensures a happier customer experience and more repeat business.

CRM Software Online Payments

Smartphone & Tablet Friendly

Having access from any device wherever you are is vital to ensure you always have access to your customers and business information. VistaCRM is compatible on desktop computers, tablets and smartphones.

VistaCRM is available online 24 hours a day 7 days a week 365 days of the year, meaning your business information is always right where you need it… at your fingertips.

Our team backup and manage your software so your data is 100% secure.

Smartphone friendly CRM Software

Integration & Customisation

An important key feature of VistaCRM is the integration of third party platforms and software. You may already have customer and sales data on your current e-commerce website or CRM. If you use it to store data in your business we can connect to it.

Some of VistaCRM standard integrations include:

  • Ebay
  • Amazon
  • Magento
  • MailChimp
  • Constant Contact
  • Google Drive
  • Facebook
  • Sagepay

All businesses are different and so are the business models. With this in mind VistaCRM takes into account that you will require customisation to how your data is stored to ensure your team members can store and make use of the data they need when they need it. VistaCRM offers features throughout that enable easy customisation of fields and data to cater to your unique business needs.

CRM Software Integration and Customisation

Marketing & Analytics

Marketing for every business is often overlooked but is vital for generating new leads and keeping your current customers informed of new products, services or activities.

VistaCRM has a powerful marketing system that provides everything you need to setup, manage, run and report on e-mail marketing campaigns.

  • Lead capture - add and capture new leads, create follow up tasks, assign to an automated email marketing campaign and establish where your leads came from.
  • Email marketing campaigns – setup, manage and deliver successful email marketing campaigns through Mailchimp or Constant Contact.
  • Marketing reports – view reports for marketing campaigns, showing campaign results, new leads or new customers per month, sales per month, quote values per month etc. You can even export all your reports to CSV files.

CRM Software Reporting, Marketing and Analytics

Storage & File Sharing

VistaCRM lets you organise and share documents fast and securely with your customers and team members on multiple devices, so everyone has the important documents they need right at their fingertips.

Documents can be stored directly within your VistaCRM, where you can create folders and sub folders or you can store documents in Google Drive, OneDrive or even Dropbox.

CRM Software Storage & File Sharing

Security & Performance

All the data stored on VistaCRM is yours, so it is important to us that it stays that way! VistaCRM is protected by a GlobalSign SSL certificate to encrypt all information sent to the server. Data security is key and both yours and your customer data is 100% safe with us.

Our UK hosted servers are regularly backed up and upgraded to maximise performance and security for you and you customers.

Our technical team constantly look at maximising security and performance and make regular upgrades to your CRM system to keep everything running smoothly.

CRM Software Security and Performance


Keeping your leads and customers happy with efficient, timely support is important. The VistaCRM internal help desk is packed with features to keep you in touch with your customers just when they need you.

Whether you customer is having trouble logging in, has a query over an invoice or simply wants advice on a product or service, your personalised help desk, allows them to chat with your support team in real-time or simply post a support ticket to your ticketing system. You can then manage queries in a prioritised and organised manner and at a speed that increases your customer response time.

Your VistaCRM dashboard ensures all your support tickets are displayed so your support team can clearly see which cases need handling first and by who.

VistaCRM Technical Support
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