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System features

What ViaCRM can do

Start with clear sales management and add the operational areas your company needs. Customer and job information stays connected.

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Sales and customers

Capturing inquiries, working the pipeline and a clear overview of where each deal stands.

Leads and sales opportunities

Capturing inquiries, working the pipeline and a clear overview of where each deal stands.

Clients, companies and contacts

A unified contact database including collaboration history, responsible persons and company relationships.

Quotes, orders and invoicing

A smooth transition from quote to order to invoice without copying data between tools.

Segmentation and target lists

Filtering contacts by business criteria for more precise sales and marketing campaigns.

Team and operations

Setting up access by user role so everyone sees exactly what they need for their work.

Roles, permissions and teams

Setting up access by user role so everyone sees exactly what they need for their work.

Tasks, notes and internal collaboration

Shared tasks and internal notes on clients and projects for better coordination across the whole team.

Team chat

Our own chat is part of ViaCRM and its mobile app. Group and project chats, locked private groups, file uploads, emoji and notifications work without sending messages to another chat platform.

Attendance and absences

Tracking working hours and absences with an availability overview for capacity planning.

Product and price list management

Central management of product items and prices for consistent quotes across teams.

Planning

Scheduling meetings, deadlines and follow-up tasks directly on clients and deals.

Calendar and meeting planning

Scheduling meetings, deadlines and follow-up tasks directly on clients and deals.

Activity timeline

A chronological view of calls, meetings, emails and tasks for quick orientation during work.

Kanban view for fast work management

Visual movement of items between stages for managing pipeline, tasks and internal workflows.

Customer communication history

Complete communication context in one place so the team picks up without losing information.

Data and documents

Storing and retrieving contracts, attachments and internal documents directly on a client or deal.

Document management in one place

Storing and retrieving contracts, attachments and internal documents directly on a client or deal.

PDF template generation

Automatic document creation from CRM data, such as quotes, contracts or orders.

Reports and performance overviews

Measurable outputs for sales, operations and management with data for faster decision-making.

Stock movements and documents

Tracking incoming and outgoing stock and related documents for better material and inventory control.

AI extraction for invoices, documents and drawings

Extract data directly in your CRM or ERP. We aim for the highest possible reliability and refine the results with you until the required data is read correctly.

Connected or standalone

Connect extraction to your accounting software and email, or use it separately without ViaCRM. Support in our iOS and Android apps is coming soon.

Integrations

Connecting calendars and communication so the team always has current data without duplicate entry.

Google Calendar and Gmail sync

Connecting calendars and communication so the team always has current data without duplicate entry.

Signi signatures directly in CRM

Sending documents for signing and tracking signature status without leaving ViaCRM.

ARES and business registers

Filling in company details from registers for faster and more accurate company contact creation.

Company email connection

Logging email communication on the client and deal for a complete interaction history.

Extensibility

The CRM is made up of modules, so you only activate what your company actually needs.

Modular architecture

The CRM is made up of modules, so you only activate what your company actually needs.

Entity customization by company processes

Adapting fields, statuses and workflows to how the company actually operates day to day.

Gradual expansion without replacing the system

Ability to add new system parts over time without a complete migration to another platform.

Tailored to a specific industry

Setup and extensions based on industry needs, such as construction, energy or services.

Common questions before setup

Do we need every module?

No. Start with the areas you need now and add others later.

Can we change fields and permissions?

Yes. Fields, stages, roles and workflows can be adapted. More complex needs can become a custom module.

Can we migrate from our current CRM?

Yes. We review data sources and relationships, then prepare a migration plan.

Next step

See how ViaCRM fits your team.

Book a demo