ViewPointCRM

Understanding Your Customer from Every Perspective

ViewPointCRM:
A Scalable, Flexible CRM for Your Evolving Business Needs

ViewPointCRM has been developed to work with your existing IT systems or as a standalone solution. Each module within ViewPointCRM can be configured to the needs of your organisation and can scale as your business grows.

Contact View

Explore your prospects and customers easily via an intuitive interface, giving you quick access to key customer data from ViewPointCRM or other integrated systems:

  • Contact and company information
  • Contact and company sales dashboard
  • Marketing preferences
  • Customer service information
  • Contact quote and order history
  • Contact web activity
  • Relationships

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Sales View

Understand your key sales activities, pipeline, order value and targets instantly:

  • Opportunity and pipeline management
  • Pipeline dashboard
  • Task / activity management
  • Territory management
  • Kanban view
  • Monthly, quarterly and yearly
  • Quote management integration

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Service View

Instantly see what interactions you have had with your customers through an intuitive interface:

  • Case management
  • Knowledge base
  • Support analytics

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Discovery View

ViewPointCRM’s Discovery view allows you to manipulate your information to suit your needs:

  • Contact filtering
  • Geographic region definition
  • Map radius definition
  • Reporting and analytics
  • Scheduled reporting

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Quotation View

Create professional quotations quickly across your sales teams in a consistent way:

  • Build simple and complex quotations
  • Sell globally with multiple currency support
  • Multiple discount capabilities
  • Multi-tier authorisation for financial sign-off
  • Margin based calculations
  • Create “and / or” options within the quote
  • Quotation options

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Bespoke

ViewPointCRM is a bespoke CRM crafted to fit the unique requirements of your business or industry.
Unlike off-the-shelf CRM software, it is precisely customised to match your organisation’s specific processes, workflows, and goals.

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How we do it

We listen to your business needs We Listen To Your
Business Needs
No confusing techy jargon No Confusing Techy
Jargon
>We deliver on-time, on-budget We Deliver On-Time,
On-Budget
Like what you see? Are you ready to start your project?
Then please call us on:
020 3887 4626
01482 325779
ENQUIRE HERE

Testimonials

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"Great communication, reliable and all staff are a pleasure to work with"
"The commitment, dedication and enthusiasm shown by the team from StyleTech has been invaluable"
"StyleTech are instrumental in the success of our activity by identifying solutions."
"The StyleTech team have a unique ability to adapt their expertise to any given situation."
"StyleTech is a brilliant business that has cracked the software legacy challenge."
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Company Registration No. 3806289