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CRM Dashboard
Your command center for seamless lead management
With Vista's CRM Dashboard, you can manage all of your leads from one place
Email Insights
Agenda highlights
Lead management
Email Insights
Agenda highlights
Lead management
Agenda
Leads
Task management
Streamline your workflow with precision
Stay on top of all your tasks with Vista CRM
Explore task details
Access detailed task views to dive deep into descriptions, checklists, and due dates. This feature ensures that every task is clear, comprehensive, and actionable, allowing you to manage your responsibilities with ease and precision.
Explore task details
Access detailed task views to dive deep into descriptions, checklists, and due dates. This feature ensures that every task is clear, comprehensive, and actionable, allowing you to manage your responsibilities with ease and precision.
Build Dynamic Checklists
Create and manage multiple checklists within each task to meticulously track progress. This functionality helps you organize tasks effectively, ensuring that every step is accounted for and nothing is overlooked.
Build Dynamic Checklists
Create and manage multiple checklists within each task to meticulously track progress. This functionality helps you organize tasks effectively, ensuring that every step is accounted for and nothing is overlooked.
Categorize with Labels
Use intuitive labels like Internal or Marketing to categorize and prioritize tasks. This system enhances your workflow by making it easy to identify the nature and urgency of tasks, ensuring efficient time management and focus.
Categorize with Labels
Use intuitive labels like Internal or Marketing to categorize and prioritize tasks. This system enhances your workflow by making it easy to identify the nature and urgency of tasks, ensuring efficient time management and focus.
Analytics
Gain actionable insights to drive your business forward
Analyze all the data with beautiful dashboards
Track Progress
Monitor your team's productivity by viewing completed tasks and active projects.
Analyze Performance
Keep a close eye on your top-performing companies and their current status.
Visualize Activity
Get a clear picture of project momentum over time. Understand workload distribution.
Track Progress
Monitor your team's productivity by viewing completed tasks and active projects.
Analyze Performance
Keep a close eye on your top-performing companies and their current status.
Visualize Activity
Get a clear picture of project momentum over time. Understand workload distribution.
Track Progress
Monitor your team's productivity by viewing completed tasks and active projects.
Analyze Performance
Keep a close eye on your top-performing companies and their current status.
Visualize Activity
Get a clear picture of project momentum over time. Understand workload distribution.
Notes
Capture meeting notes & collaborate with ease
Organize all of your notes and contact in one central place
Categorize contacts
Monitor your team's productivity by viewing completed tasks and active projects.
Organize meeting notes
Use detailed task views, checklists, and due dates to stay on top of your projects.
Collaborate in real time
Assign tasks, share notes, and engage in real-time discussions with your team.
Categorize contacts
Monitor your team's productivity by viewing completed tasks and active projects.
Organize meeting notes
Use detailed task views, checklists, and due dates to stay on top of your projects.
Collaborate in real time
Assign tasks, share notes, and engage in real-time discussions with your team.
Categorize contacts
Monitor your team's productivity by viewing completed tasks and active projects.
Organize meeting notes
Use detailed task views, checklists, and due dates to stay on top of your projects.
Collaborate in real time
Assign tasks, share notes, and engage in real-time discussions with your team.
More features
And so much more
Our CRM can do it all. Don't believe us? Try it yourself
Advanced Search
Quickly find tasks, contacts, or notes with a powerful search tool that saves time and enhances productivity.
Advanced Search
Quickly find tasks, contacts, or notes with a powerful search tool that saves time and enhances productivity.
Advanced Search
Quickly find tasks, contacts, or notes with a powerful search tool that saves time and enhances productivity.
Kanban View
Organize and manage your contacts visually with a Kanban board, making it easy to track interactions and status.
Kanban View
Organize and manage your contacts visually with a Kanban board, making it easy to track interactions and status.
Kanban View
Organize and manage your contacts visually with a Kanban board, making it easy to track interactions and status.
Real-Time Notifications
Stay updated with instant notifications for comments and task changes, allowing for swift responses and collaboration.
Real-Time Notifications
Stay updated with instant notifications for comments and task changes, allowing for swift responses and collaboration.
Real-Time Notifications
Stay updated with instant notifications for comments and task changes, allowing for swift responses and collaboration.
Task Sorting
Sort and filter tasks by various criteria to focus on what matters most and streamline your workflow.
Task Sorting
Sort and filter tasks by various criteria to focus on what matters most and streamline your workflow.
Task Sorting
Sort and filter tasks by various criteria to focus on what matters most and streamline your workflow.
Integrated Tools
Directly call or email contacts from within the CRM, simplifying communication and reducing the need for external tools.
Integrated Tools
Directly call or email contacts from within the CRM, simplifying communication and reducing the need for external tools.
Integrated Tools
Directly call or email contacts from within the CRM, simplifying communication and reducing the need for external tools.
Activity Log Tracking
Keep track of all interactions and changes within tasks or notes, providing transparency and accountability for team activities.
Activity Log Tracking
Keep track of all interactions and changes within tasks or notes, providing transparency and accountability for team activities.
Activity Log Tracking
Keep track of all interactions and changes within tasks or notes, providing transparency and accountability for team activities.
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Testimonials
What do our customers think about Vista?
See what customers say about our product
Sarah Johnson
Marketing Manager at TechCorp
"Vista has completely transformed our workflow. Our team is now more organized and efficient, allowing us to focus on creativity and strategy. The seamless integration of task management and communication tools has been a game-changer for us."
Sarah Johnson
Marketing Manager at TechCorp
"Vista has completely transformed our workflow. Our team is now more organized and efficient, allowing us to focus on creativity and strategy. The seamless integration of task management and communication tools has been a game-changer for us."
David Lee
Project Coordinator at BuildIt
"The task management features in Vista have streamlined our project timelines significantly. We can now deliver projects faster and with greater accuracy, ensuring that we meet client expectations every time."
David Lee
Project Coordinator at BuildIt
"The task management features in Vista have streamlined our project timelines significantly. We can now deliver projects faster and with greater accuracy, ensuring that we meet client expectations every time."
Robert Wilson
IT Administrator at NetSecure
"The integration capabilities of Vista have simplified our tech stack immensely. It saves time and reduces errors across platforms, allowing us to focus on more strategic IT initiatives."
Robert Wilson
IT Administrator at NetSecure
"The integration capabilities of Vista have simplified our tech stack immensely. It saves time and reduces errors across platforms, allowing us to focus on more strategic IT initiatives."
Sarah Johnson
Marketing Manager at TechCorp
"Vista has completely transformed our workflow. Our team is now more organized and efficient, allowing us to focus on creativity and strategy. The seamless integration of task management and communication tools has been a game-changer for us."
David Lee
Project Coordinator at BuildIt
"The task management features in Vista have streamlined our project timelines significantly. We can now deliver projects faster and with greater accuracy, ensuring that we meet client expectations every time."
Michael Brown
Operations Manager at LogiMove
"Real-time notifications in Vista keep us informed and responsive to changes. This agility has improved our operational efficiency, enabling us to address issues as they arise and maintain smooth operations."
Michael Brown
Operations Manager at LogiMove
"Real-time notifications in Vista keep us informed and responsive to changes. This agility has improved our operational efficiency, enabling us to address issues as they arise and maintain smooth operations."
Emily Carter
Sales Director at SalesPro
"Our sales team loves the seamless email tracking and contact management features in Vista. It has significantly improved our client interactions, allowing us to build stronger relationships and close deals more effectively."
Emily Carter
Sales Director at SalesPro
"Our sales team loves the seamless email tracking and contact management features in Vista. It has significantly improved our client interactions, allowing us to build stronger relationships and close deals more effectively."
Jessica White
HR Specialist at PeopleFirst
"Vista's analytics provide us with valuable insights into team performance. We can make informed decisions that drive success, ensuring that our HR strategies align with overall business goals."
Jessica White
HR Specialist at PeopleFirst
"Vista's analytics provide us with valuable insights into team performance. We can make informed decisions that drive success, ensuring that our HR strategies align with overall business goals."
Michael Brown
Operations Manager at LogiMove
"Real-time notifications in Vista keep us informed and responsive to changes. This agility has improved our operational efficiency, enabling us to address issues as they arise and maintain smooth operations."
Emily Carter
Sales Director at SalesPro
"Our sales team loves the seamless email tracking and contact management features in Vista. It has significantly improved our client interactions, allowing us to build stronger relationships and close deals more effectively."
Lisa Green
Product Manager at InnovateNow
"Checklist creation and task labeling in Vista have greatly improved our project planning. We can prioritize tasks effectively and consistently meet deadlines, which has been crucial for our product development cycles."
Lisa Green
Product Manager at InnovateNow
"Checklist creation and task labeling in Vista have greatly improved our project planning. We can prioritize tasks effectively and consistently meet deadlines, which has been crucial for our product development cycles."
Daniel Martinez
CEO at Visionary Enterprises
"Vista has brought clarity and efficiency to our entire organization. It's a game-changer for how we operate daily, providing us with the tools we need to succeed in a competitive market."
Daniel Martinez
CEO at Visionary Enterprises
"Vista has brought clarity and efficiency to our entire organization. It's a game-changer for how we operate daily, providing us with the tools we need to succeed in a competitive market."
Karen Thompson
Customer Success Lead at ClientJoy
"Managing client interactions is now a breeze with Vista's contact features. Our response times have never been better, leading to higher customer satisfaction and retention rates."
Karen Thompson
Customer Success Lead at ClientJoy
"Managing client interactions is now a breeze with Vista's contact features. Our response times have never been better, leading to higher customer satisfaction and retention rates."
Lisa Green
Product Manager at InnovateNow
"Checklist creation and task labeling in Vista have greatly improved our project planning. We can prioritize tasks effectively and consistently meet deadlines, which has been crucial for our product development cycles."
Daniel Martinez
CEO at Visionary Enterprises
"Vista has brought clarity and efficiency to our entire organization. It's a game-changer for how we operate daily, providing us with the tools we need to succeed in a competitive market."
FAQs
Questions we get asked
Get answers to most frequently asked questions.
What is Vista CRM software?
Vista CRM is an ERP (Enterprise Resource Planning) system designed for the commercial construction industry, offering features like construction accounting, project and operations management, HR and payroll, and material/equipment/inventory management.
What are the key features of Vista CRM?
Key features include construction accounting, project management, HR and payroll, material/equipment/inventory management, and robust data storage with business intelligence tools.
Is Vista CRM easy to use?
Yes, Vista CRM has an intuitive interface with easy-to-navigate menus, tasks, and workflows, allowing users to self-serve their data needs.
Can Vista CRM be accessed in the cloud?
Yes, Vista CRM can be accessed in the cloud using methods like Vista Remote Link (VRL) or Remote Desktop (RDP).
What kind of integrations does Vista CRM support?
Vista CRM supports integrations with third-party systems using ODBC direct database connections, such as with Cosential CRM.
Does Vista CRM provide analytics and reporting?
Yes, Vista CRM includes business intelligence tools and in-depth analytics to help make data-driven decisions.
What is Vista CRM software?
Vista CRM is an ERP (Enterprise Resource Planning) system designed for the commercial construction industry, offering features like construction accounting, project and operations management, HR and payroll, and material/equipment/inventory management.
What are the key features of Vista CRM?
Key features include construction accounting, project management, HR and payroll, material/equipment/inventory management, and robust data storage with business intelligence tools.
Is Vista CRM easy to use?
Yes, Vista CRM has an intuitive interface with easy-to-navigate menus, tasks, and workflows, allowing users to self-serve their data needs.
Can Vista CRM be accessed in the cloud?
Yes, Vista CRM can be accessed in the cloud using methods like Vista Remote Link (VRL) or Remote Desktop (RDP).
What kind of integrations does Vista CRM support?
Vista CRM supports integrations with third-party systems using ODBC direct database connections, such as with Cosential CRM.
Does Vista CRM provide analytics and reporting?
Yes, Vista CRM includes business intelligence tools and in-depth analytics to help make data-driven decisions.