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Vasiona CRM — sales, communication, and automation

Vasiona CRM is our sales and operations platform, configured around your process, roles, and locations. Contacts, conversations, appointments, tasks, automations, and analytics live in one system while AI agents and workflows execute repetitive work in the background.

  • Contacts
  • Pipeline
  • Inbox
  • Automation
  • Analytics
  • AI Agents
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What the system looks like in practice
Vasiona CRM platform displayed on a MacBook Pro and desktop monitor
Contacts, communication, pipeline, automation, and revenue data in one place.
  1. 01Contact
  2. 02Conversation
  3. 03Opportunity
  4. 04Automation
  5. 05Revenue view

Creates the most value when

  • Companies whose contacts and conversations live across disconnected tools

  • Sales and operations teams without a reliable view of ownership and next steps

  • Businesses with multiple locations, roles, calendars, and operating processes

  • Teams forced to adapt their process to a standard CRM

Typical scenarios

01

One customer profile

Contact, company, lead source, messages, calls, appointments, notes, tasks, and active opportunities are available in one context instead of across multiple tabs and inboxes.

02

A pipeline that triggers the next action

A stage change can assign a task, send a message, alert an owner, or start an AI agent. Rules follow your process, not the other way around.

03

Source, conversion, and revenue visibility

Dashboards connect campaigns and sources with handling, opportunities, and revenue, showing management where the process works and where bottlenecks appear.

System capabilities

  1. 01

    Contacts, companies, and lead sources

    Unified contact and company profiles with activity history, lead source, status, and relationship owner.

  2. 02

    Sales pipeline and opportunities

    Configurable stages, opportunities, values, and next steps that give sales a clear view of every active deal.

  3. 03

    Unified inbox and communication history

    Email, SMS, calls, and messages in one place, with the full conversation history available to the responsible team.

  4. 04

    Booking, tasks, and notes

    Appointments, responsibilities, internal notes, and reminders tied to each contact and opportunity.

  5. 05

    Automation builder and AI agents

    Visual rules, workflow execution, and AI agents that update records, trigger messages, and route work.

  6. 06

    Analytics, attribution, and revenue dashboards

    Real-time conversion, lead-source attribution, sales performance, and revenue reporting.

  7. 07

    Permissions, multiple locations, and audit logs

    Employee roles, separate teams and locations, integrations with existing tools, and a trace of every material change.

How we implement it

We do not begin with an empty custom project. We start from the Vasiona CRM platform and configure data, pipeline, inbox, booking, permissions, dashboards, and automations around the way your team works. This delivers a faster implementation without giving up flexibility.

Rollout happens by team and process, including data migration, rule testing, and user onboarding. Audit logs and permissions maintain control, while analytics show lead source, response speed, conversion, and revenue without manual reporting.

What you gain

  • 01

    One reliable view of customers, conversations, pipeline, and booking

  • 02

    Less manual work through built-in automation and AI agents

  • 03

    Attribution, revenue dashboards, and access control ready for multiple teams and locations

From audit to a stable system

  1. 01

    Map processes and data

    We define key entities, stages, roles, locations, access rules, and reports required for daily work.

  2. 02

    Configure Vasiona CRM

    We configure pipeline, inbox, booking, fields, dashboards, and automations on the existing platform instead of developing an empty CRM from scratch.

  3. 03

    Migrate and validate rules

    We clean and import relevant data, connect tools, and test permissions and workflows against real operating scenarios.

  4. 04

    Roll out by team

    Users receive onboarding and clear workflows while dashboards and audit logs show adoption and data quality.

Connections

  • Email and SMS
  • Telephony and transcripts
  • Google and Microsoft calendars
  • Meta and website lead forms
  • Accounting and billing tools
  • Vasiona AI agents
  • BI and analytics
  • Custom API integrations

Your team remains in control

  • 01

    Access permissions by role, team, location, and data type

  • 02

    Audit logs for material changes and automation executions

  • 03

    Controlled migration, validation, and data export

  • 04

    AI agents and workflows operate within predefined permissions

Frequently asked questions

01Is Vasiona CRM a custom project built from scratch?

No. It is Vasiona's platform, configured around your data, processes, roles, and integrations for faster implementation without giving up flexibility.

02Can you migrate data from our current CRM or spreadsheets?

Yes. Before migration, we define what moves, remove duplicates, and validate required fields, relationships, and contact ownership.

03Can every location have its own process and access?

Yes. Locations and teams can have separate pipelines, calendars, rules, dashboards, and permissions with a shared management view.

04Do we have to replace every existing tool?

No. The CRM can become the central source of truth while specialized tools remain connected where they already do their job well.

Let us find the smallest system that can create a result.

The Revenue Systems Audit maps your current process, points of loss, and the next step with clear scope and priorities.

Explore Vasiona CRM