Customer Relationship Management (CRM) - Vision Financial Marketing

Why Use Our CRM System?
Easily Manage Your Entire Business

See Your Entire Business

VFM’s CRM system provides you with everything you need to track each aspect of your business. With our simple and modern interface, you’ll be up and running in no time.

Manage Every Client With Ease

Financial services is the ultimate relationship-driven business. VFM’s CRM allows you to manage every aspect of your client relationships with ease.

Track & Close More Sales

Most CRM’s are terrible at helping you manage your sales pipeline. VFM’s CRM offers you cutting edge sales tracking and management tools. Never lose track of a sale again!

Automate Client Communications

Shouldn’t your CRM allow you to automate your client touches and communications? With VFM, you can automate emails and direct mail campaigns with the click of a button.

Free E-Book Download

How VFM Earned One Advisor $32,288 in Commission
(In Only 5-Minutes of Time Spent Marketing)

He was frustrated with a lack of new appointments. He was looking for an easy and cost effective way to generate new sales. So he signed up for VFM!

Using VFM’s automated direct mail platform, in only 5-minutes he sent out a customized postcard campaign that landed him a HUGE client.

Download this Special Report and find out exactly what he did and why it worked, and how you can replicate his results!

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CRM Features
Simple, Comprehensive, Engaging

Comprehensive Client Profile and History

View contact information. Manage client groups and tags. Easily add new notes and view emails sent to/from your contact – automatically! VFM makes tracking everything about your client easy and fun.

Oversee Your Entire Sales Pipeline

With so much to do every day, it's easy to lose track of clients you are in process with – and that means losing out on big dollars! VFM’s sales pipeline tool ensures you never lose track of a sale ever again.

Organize & Manage All Your Accounts

When your client reaches out to you, pull up all their account information in the blink of an eye. Insurance policies? Check. Investment accounts? Check. You’ll be an organizational all-star!

Get Ultra Efficient With Workflows

Automating critical processes is important to running a successful and efficient business. Our user-friendly and intuitive workflow system makes it easy to track the progress of contacts through all key processes.

Simple & Powerful Team Calendar

Online access 24/7. Fully integrated into your CRM. Our online calendar provides you with the ability to manage and oversee your time with ease. Soon will be fully syncable with your iPhones and other devices.*

*Feature available on VFM Pro Level

A CRM That Makes Communication Easy
Imagine That… Now You've Found One!

Send Postcards With 1-Click

Our CRM directly integrates with our exclusive direct mail drip-marketing automation platform. Never worry about importing lists or contacts ever again.

Send Single & Group Emails in Seconds

Our CRM provides for incredibly easy group emails to contacts. Send personal emails to hundreds of clientswith merged in names – in seconds. It’s a snap.

Additional CRM Features
Check Out The Highlights Below

A Truly System-Based CRM Platform

Don’t just wing it with your CRM. VFM was built around a true systematic framework that helps you succeed.

Available Coaching & Account Management

Our Elite plan offers you hands-on, monthly calls and dedicated account management to boost ROI.

Ability to Integrate With Other Technology

We have developed key integrations, such as with MailChimp, with many more integrations on their way!

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Why Do Financial Professionals Love VFM?
Don't Just Take Our Word For It...

I wanted a CRM that was easy to use and helped me stay in touch with my clients. I looked at every single CRM. VFM’s CRM has them all beat, hands down.
Jerry Iacangelo President, Iacangelo Wealth Management
Jerry Iacangelo