CRM and Sales Management Solutions

OneVizion’s customer and sales tracking software eliminates communications barriers to foster collaboration across entire sales or account life cycles.

Solutions Overview > CRM and Sales Management Solutions

Empower Your Customer and Sales Teams with OneVizion’s Dynamic CRM Software

Ready for sweeping clarity and command over your entire asset portfolio? The OneVizion Platform connects every single data point, asset, document, task, and deliverable from your organization into one cohesive database, then leverages that information through powerful features. Whether you need to drill down to the documents and processes that govern a single tower, or coordinate multiple tenants across thousands of sites, our asset tracking software improves efficiencies in acquiring, maintaining, and closing out properties for maximum return.


Accurately Track Touchpoints and Update Statuses

Follow up at the right time and place: OneVizion’s CRM tools gives you precise control over every document, email, and phone conversation that passes between your team and prospects or customers. Centralizing all of your data, tasks, and deliverables in one powerful database supports a seamless, high-volume sales workflow and keeps your customers from waiting.

Synchronize Diverse Business Units

Spark cross-departmental collaboration with sales software that provides universal access to version-controlled, standardized data. With the OneVizion Platform, you eliminate the risk of inconsistencies or duplications. This makes it easy for engineering and project teams to provide sales and customer support and keeps your enterprise aligned and in-sync throughout the life cycle of an account.


Connect Existing Sites and Projects With Sales

Containing all of your documents and data under one roof makes it easy to compile key data points across multiple sites, so you always know which projects or assets are primed for new tenants or agreements. Swiftly produce and disseminate reports, proposals, contracts, and other deliverables from a universal source, so you can shorten the time needed to convert leads into opportunities.

Precisely Forecast Sales Revenue

Merge sales tracking and revenue forecasting together using OneVizion’s centralized, cloud-based database, which allows you to set priorities based on the likelihood-to-close of each lead. This means your team can leverage accurate data to identify potential revenue gaps and accelerate the sales pipeline by focusing on your most promising leads.


Our Sales Software Breaks Down Barriers to Customer Satisfaction and Sales Success


Improve and Enforce Consistent Sales Processes

OneVizion connects all of your most critical documents, data, and processes into one intuitive, powerful system. Without the drawbacks imposed by data silos or inconsistent sales methods, departments across your organization can improve pass-offs at each stage of a prospect’s life cycle and help support a comprehensive, streamlined sales effort.


Connect Every Department to Client Satisfaction

OneVizion’s centralized database connects your account teams with the rest of your enterprise, reducing the exhausting feedback loops and back-and-forth that prevent timely client service. When all of your teams have valuable customer data at their fingertips and visibility into an account’s current satisfaction levels, your entire organization can make meaningful strides toward increased client happiness.


Gain Visibility into Future Revenue Streams

With exceptional forecasting tools, your teams can identify, track, and nurture the biggest sales or upsell opportunities and focus resources accordingly. The OneVizion Platform’s lead management software provides a big-picture view into what efforts will yield the most monetary opportunity, allowing you to set the right priorities and make the best decisions for your enterprise.

See Our CRM and Sales Management Solutions in Action

InSite Wireless Group, LLC, one of the largest privately owned tower and wireless infrastructure companies in the US, first turned to OneVizion to help optimize their methods for data and document management. See how the success of that targeted engagement led InSite to further invest in OneVizion by merging their sales tracking and revenue forecasting into OneVizion’s database, so all of their site portfolio information was successfully consolidated in one secure location.


The OneVizion Platform is Much More Than Sales Tracking Software

As the leading telecom aPaaS provider, our solutions and capabilities stretch beyond our advanced CRM and sales management software. We centralize all of your data and processes in one intuitive, dynamic database, so your enterprise can optimize its approach to data and document management, asset management, and a wide range of other critical business functions.



“Most of all, the OneVizion team we worked with were very interested in helping us achieve our system goals, not just sell us a system. They were willing to be creative, yet honest and direct. With OneVizion, we knew we were adding a partner to our company.”

InSite Logo

Veronica Scozia, Associate General Counsel

OneVizion provided SBA with a highly effective, cost efficient project management and reporting solution, enabling the organization with full visibility across all project related activities. Through its powerful Application Program Interface, we successfully integrated the solution with our ERP, Financial and CRM Systems. OneVizion was easy to configure, quick to implement and provided a high rate of adoption by the user community due to its ease of use and familiar look and feel.


Jorge Grau, SVP & CTO

“...the spreadsheets began to multiply and quickly became unmanageable with the additional jobs on current sites and additional new sites going up. As a group, we knew that having data in so many different places could lead to costly mistakes and overlooked job needs.”


Randy Coffman, Senior Director of Network Implementation

“Being able to organize the different work/jobs we do and have the info all organized separately and tied to the site with easy reference is something we couldn’t manage effectively before. With everything in one place, we can easily see what needs to be done or what we are missing.”


Sara Dople, Senior Project Manager

"Sprint has a long history of working successfully with OneVizion and its OneVizion project management application in its national network build-out."


Michele Gehl, Vice-President Application Development and Operations

Ready to Discover OneVizion?

Then our experts are ready to show you how OneVizion brings together data, assets, and operational systems in one intuitive, powerful platform. Follow the link below to set-up your free, personalized demo!