Vistancy

Organize. Nurture. Close

Time has changed

We streamline your CRM setup and lead management—so you never miss a follow-up, lose a deal, or waste time on unqualified prospects.


    CRM & Lead Management Services

    Never let another hot lead go cold with our battle-tested CRM workflows.

     

    Clients Managed Right

    Start simple, scale smart—we adjust your system as you expand.

    📋 What We Provide

    ✅ CRM Setup & Optimization

    • Custom pipelines for your sales process

    • Automated data entry & contact enrichment

    • Activity tracking (calls, emails, meetings)

    ✅ Lead Lifecycle Management

    • Instant lead capture from forms/chat

    • Scoring & grading (BANT, MEDDIC)

    • Distribution rules by territory/team

    ✅ Automated Engagement

    • Follow-up sequences with email/SMS

    • Task reminders for sales reps

    • Meeting scheduling links

    ✅ Reporting & Forecasting

    • Real-time pipeline analytics

    • Win/loss analysis

    • Revenue projections

    ✅ Integration Ecosystem

    • Connect to email, calendar, accounting

    • Sync with marketing automation

    • API connections for custom tools


    🚀 Why It Matters

    ✔ Increase Conversions 40% – Proper lead routing
    ✔ Reduce Admin Work by 15+ Hours/Week
    ✔ Improve Forecast Accuracy by 65%

    📢 Transform Your CRM From Cost Center to Growth Engine!


    ⚙️ Platform Expertise

    • Salesforce – Enterprise configurations

    • HubSpot – All-in-one growth

    • Zoho – Budget-friendly scaling

    • GoHighLevel – Automations
    • Custom Solutions – For unique needs

    Not Sure Where to start ?

    We are here to help

    Get a free consultation today, and let’s simplify your workflow together!