A Customizable, All-in-One CRM Solution
Vizible CRM system offers a flexible platform for managing leads, tasks, communications, enrollments, and commissions – designed to grow with your business and improve team efficiency.
How Vizible CRM Works
Vizible CRM is designed to simplify and optimize the way your business manages customer relationships. At its core, it centralizes key processes like lead tracking, task management, communication, and customer enrollments. With an intuitive dashboard, you can easily view and manage your leads, tasks, and interactions, all in one place. The Vizible CRM logs every customer interaction, giving you a complete history to ensure seamless follow-ups and personalized service.
You can schedule appointments, track agent commissions in real time, and generate detailed reports on performance metrics. The Vizible CRM is fully customizable, allowing you to tailor settings such as lead statuses, commission rules, and user roles to suit your business needs. As your business grows, Vizible CRM scales with you, providing ongoing support and future AI-driven features for even greater efficiency. It’s a comprehensive solution that keeps your team organized, productive, and aligned with your goals.
Why Your Business Needs A CRM
Conversion Rate
300%
CRM’s can increase conversion rates by up to 300%.
Sales success
86%
Businesses that use a CRM’s are 86% more likely to exceed their sales goals.
Customer Retention
85%
CRM’s can contribute to customer retention, which can lead to profits ranging from up to 85%.
Key Features
Our CRM system is packed with powerful features designed to streamline your business processes and enhance productivity. Here’s a quick look at what you can expect:
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Leads Management
Easily manage and track leads with color-coded status indicators. Access detailed demographic and enrollment information for better decision-making. -
Task Management
Stay organized with a comprehensive task panel that allows you to schedule appointments, set reminders, and manage follow-ups, ensuring no task is missed. -
Interaction Tracking
Keep a complete record of customer communications. From calls to emails, this feature helps you maintain a clear history of every customer interaction. -
Calendar & Scheduling
Schedule appointments directly within the system, with future AI integration for smart, automated scheduling that optimizes your time management. -
Enrollment Management
Filter and view customer enrollments by multiple criteria. This feature makes it easy to track the enrollment process and manage the sales funnel effectively. -
Commissions Tracking
View and manage agent commissions in real time. Customize commission rates and ensure transparency for agents, motivating them with clear earning visibility. -
Comprehensive Reporting
Generate detailed reports on leads, enrollments, tasks, commissions, and user activity. Custom reports are available to meet unique business needs. -
Full Customization
Tailor the CRM to fit your business with flexible settings for carrier additions, commission rules, office locations, user management, and lead imports.
Why Choose Vizible CRM for your business?
Our CRM offers an all-in-one, fully customizable solution designed to streamline your business processes. Manage leads, tasks, communications, enrollments, and commissions in one place while boosting efficiency with features like automated reminders and future AI-driven scheduling. With real-time insights, comprehensive interaction history, and scalable options for growth, our CRM enhances team collaboration and supports your business every step of the way, helping you deliver seamless customer service and make informed decisions.
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Leads
Effortlessly manage leads with color-coded status indicators and access detailed demographic and enrollment information for each lead. Customize the status colors to fit your business processes.
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Tasks
Stay organized by managing appointments, callbacks, and reminders in one place. This panel ensures no task is missed and helps agents stay on top of daily responsibilities.
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Interactions
Track and log every customer interaction, from calls to messages, ensuring a complete communication history for each lead. This feature ensures continuity and consistency across your team.
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Calendar
Schedule appointments directly within the system, with future AI capabilities for automated scheduling to optimize time management and improve efficiency.
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Enrollment
View and filter customer enrollments by various criteria, giving agents quick access to key details and helping to manage the sales funnel more effectively.
Additional Functional Panels:
Commissions
Track and manage commissions, with customizable rules and real-time visibility for agents.
Communications Panel
Manage communication tools, including an optional phone system, all in one place.
Reporting
Access default and custom reports for leads, enrollments, commissions, and more.
Vizible CRM dashboard offers a comprehensive and customizable solution to streamline your workflow.
What Our Customers Are Saying
I love the fact that I have a personal connection that helps guide me, strategize with me and then do the work for me. This truly is the best marketing technology and I want to be on the top of Google local search
Chauncey Porter, Porter Insurance Group
Memphis, TN.
