Automate Your Customer
Relationships, Amplify Your Result
Transform repetitive tasks into seamless workflows. Vision CRM’s intelligent automation helps you close more deals, delight more customers, and reclaim hours every day—all on autopilot.
What Can You Automate?
From first contact to loyal customer—automate every touchpoint in your customer journey
Lead Capture & Routing
Automatically capture leads from multiple channels and assign them to the right sales rep instantly.
Email Campaigns & Follow-ups
Send personalized emails triggered by customer behavior, with smart timing and segmentation.
Sales Pipeline Management
Move deals through stages automatically, create tasks, and notify teams when action is needed.
Customer Support Ticketing
Route support requests to the right team, send auto-responses, and escalate urgent issues.
Data Entry & Updates
Eliminate manual data entry—automatically log interactions, update records, and sync across platforms.
Reporting & Analytics
Generate real-time reports and dashboards without lifting a finger.
Built for Results, Not Complexity
Sends personalized emails, SMS, notifications based on customer actions automatically. Nurtures leads through sales funnel. Perfect timing without manual effort needed.
Automate Every Customer Touchpoint
Creates action items for team based on triggers automatically. Assigns ownership and deadlines clearly. Sends reminders before tasks overdue. Nothing falls through cracks ever.
Why Vision Now?
Built for results, not complexity—empower your team with intelligent automation that scales with your business.
Built For Results, Not Complexity
Easy Enough For Beginners, Powerful Enough For Enterprises—Get Advanced Automation Without The Learning Curve
Lightning-Fast Setup
Deploy Your First Automation In Under 10 Minutes With Our Intuitive Builder And Expert Templates
AI-Driven Intelligence
Our Smart Algorithms Learn From Your Data To Optimize Timing, Messaging, And Lead Scoring Automatically
True Omnichannel
Automate Across Email, SMS, Phone, Social Media, And Chat From One Unified Platform
Enterprise-Grade Reliability
99.9% Uptime Guarantee Ensures Your Automations Never Miss A Beat, Even As You Scale
White-Glove Onboarding
Dedicated Automation Specialists Help Design Workflows Tailored To Your Unique Business Processes
Transparent Pricing
No Hidden Fees Or Per-Automation Charges—Unlimited Workflows Included In Every Plan
The Vision Now Automation Impact
Real businesses, real results—see what automation can do for your bottom line
faster response time to new leads
Case Study Highlights
TechFlow's team wasted 15+ hours weekly on manual tasks. After Vision's automation, response time dropped from 4 hours to 8 minutes in 90 days. Meetings up 156%, deals up 43%. "
hours saved per sales rep every week
reduction in manual data entry errors
Join Thousands Who’ve Transformed Their Business
See why forward-thinking companies choose Vision for CRM automation
“We’ve tried three other CRMs. VisionNOW’s automation is the only one that actually works the way we work—intuitive and powerful.”