VNCcrm
The revenue workplace: capture leads, run a visual pipeline, forecast, quote and renew, with an AI assistant that can actually do the work, inside the suite and on your own infrastructure.
Know every customer, close every deal
VNCcrm manages the whole customer lifecycle, from first contact to renewal. Capture leads with rule-based scoring, run a visual pipeline, forecast, quote from line items, and track recurring revenue with renewals. Activities are logged on the record with reminders, and the suite AI assistant can answer questions and act on your data behind a confirmation.
- ✓Lead capture with conversion and rule-based scoring
- ✓Multiple pipelines with a visual board and an opportunity map
- ✓Deal line items from a product catalog, and quoting
- ✓Activities logged on the record, with recurrence and reminders
- ✓Subscriptions and renewals with MRR and ARR
- ✓An AI assistant that can create and update records, behind a confirmation
Lead management
Capture a lead, score it by rule from 0 to 100, recomputed on write, then convert it to an opportunity.
Opportunity pipeline
Multiple pipelines with stages, a visual board and an opportunity map. Drag to change stage, and mark won or lost with a loss reason.
Quoting and line items
Deal line items from a product catalog with quantity, unit price and discount feeding the deal amount, and quoting built from the line items.
Campaign performance
Campaign records with status, channel, owner, budget, targets and dates, and a campaign performance view.
Activities and timeline
Log calls, meetings, emails, tasks and notes on any deal, with recurrence and reminders delivered as notifications.
Reporting
Funnel and pipeline statistics, monthly trend and forecast, and win/loss reports by source, industry, salesperson and loss reason, with CSV export and print.
Renewals and recurring revenue
Recurring-revenue contracts with amount, interval and quantity, auto-renew, MRR and ARR roll-up, and upcoming renewals.
Revenue cockpit
Focused views for forecast, risk, hygiene, leakage, next actions, customer signals and renewal risk.
Automation
If-this-then-that rules on deal and activity events, with conditions and actions.
AI assistant that can act
Ask about your data or how to use the CRM, and let it create or update a deal, log an activity or add a comment, always behind a Confirm or Cancel card.
One login and a shared directory
Identity, roles and access are delegated to the suite directory, and contacts and companies are shared across the suite; the CRM is a projection over the directory.
Activities that roll up to a real timeline
Calls, meetings, emails, tasks and notes logged on the record, with recurrence and reminders, not automatic capture.
Pipeline visibility and forecasting
Forecast tied to real pipeline data, with win/loss analysis and a revenue cockpit.
A revenue workplace, not just a CRM
Pipeline, quoting, campaigns and renewals with MRR and ARR, and a write-capable AI assistant, all on your own infrastructure.
Pipeline: multiple pipelines, board and opportunity map · Revenue: quoting from line items, renewals with MRR and ARR · Activities: logged on the record, with recurrence and reminders · AI: an assistant that can act, behind a confirmation
Integrated across the suite · single sign-on via VNCdirectory