Vision 365 unifies your business aggregating in a coherent view data, people and processes
VISION 365
Vision 365 unifies your business aggregating in a coherent view data, people and processes
An integrated business suite for HR, sales, procurement, projects and operations.
Vision 365 unifies your business aggregating in a coherent view data, people and processes with modern, intelligent business applications that adapt to your changing needs, power by specific AI tools.
The platform offers a complete set of integrated features enabling any company to administer the human resources, automate the sales force and gaining new customers, control the cost and optimize the procurement processes, collaborate on project and delivering more efficient and with high quality.
AI & agentic automation
Agents across your end-to-end business flows
In Vision 365, agents work on the flows that cross several modules: maintenance, procurement and budget; lead, quote and contract; order, goods receipt and invoice. They use the business rules already configured in the solution as tools, so the same agent package runs for any customer of the module, configured on roles.
Every action that changes data waits for an approval task on the configured role. The agent prepares the file, checks it and proposes the next step; the decision stays with your team.
Supplier onboarding
Extracts the data from the trade register certificate, the tax certificate and the bank statement, compares it with the supplier record, proposes the IBAN and flags expired documents.
Invoice matching
Matches purchase order, goods receipt and the e-Factura invoice, checks the budget on the cost centre and proposes the approval or the reason for blocking.
Preventive maintenance
Generates work orders from maintenance plans, proposes the technician and the provider from the contracts, checks the budget and escalates SLA breaches.
Leads and opportunities
Qualifies and deduplicates leads, proposes the next best action and drafts the follow-up for the sales team.
Budget and performance
Comments the budget versus actual variances every month and sends the report to each role, on a schedule.
Internal helpdesk
Answers employees from the internal documents and opens the IT ticket with the data already filled in.
Industry editions add their own agents: deadlines and parties extracted from court documents in Legal, travel offers checked against the travel policy, waste collection planning with code traceability, a B2B portal assistant for stock, price and order status. How agents, approvals and MCP tools work in the platform: Vision App Maker, governed agents.
Vision 365 combines a mature enterprise platform with proven industry practices, helping organizations implement faster, reduce delivery risk and achieve measurable business outcomes sooner.
Vision 365 delivers dedicated solutions for Medical, Waste Management, Travel, Field Services, Automotive, Retail Distribution and Wholesale Distribution. Each solution brings together the CRM, marketing, operations, workflow and analytics capabilities most relevant to its business context.
The result is a flexible and scalable solution that accelerates implementation, improves user adoption and continues to evolve with your organization.
- Sales Force Automation
- Client and Contract Management
- Billing schedule and Invoicing
- Budget and follow your company revenue
- Standardize your portfolio through the product catalogue features
- Visual tools: dashboard, invoicing calendar
- Purchase Approval
- Providers Management
- Sourcing
- Contract Management
- Ordering, billing and payments
- Recruiting and talent management
- Employee Administration
- Employee self service: vacation, time sheet
- Training
- Performance Evaluation
- Project Management
- Case management
- Activity management
- Activity calendar
- Correlate project deliverables with resources, cost and revenue
- Organigram
- Documents management
- Records Management
- Inventory Management
- User Dashboard
- Operational Real Time Dashboard
- Budget and Budgeting Process
- Cost\Revenue Center
- Integration
Aggregate data, people, and processes into a single, coherent workspace — providing a 360° view of your organization from sales and HR to procurement and projects
Built-in Sales Force Automation with client and contract management, invoicing schedules, customizable dashboards, and product catalogs — enabling smarter sales cycles and stronger customer engagement
Streamline purchasing with structured approval workflows, supplier onboarding, contract negotiation, and budgeting — all supported by embedded intelligence for faster, compliant decisions .
From recruitment and talent development to employee self-service (vacation requests and timesheets), training plans, and performance evaluations — Vision 365 covers the entire HR spectrum
Coordinate tasks, cases, resources, costs, and revenues with project management, activity calendars, and activity tracking — ensuring visibility, alignment, and efficiency across operations .
Access up-to-the-minute operational dashboards, budgeting controls, cost/revenue center monitoring, and seamless data integrations to inform decisions and measure business outcomes
| Attachment | Size |
|---|---|
| Vision 365 Leaflet | 10.29 MB |
