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Advanced Configurations
& Customizations

Take the opportunity to tailor your system to operate the way you do.  Bridge the gap between what Vantagepoint/Vision offers and what your firms need your system to accommodate everyday.

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Vantagepoint (or Vision) delivers a great deal of functionality that can be leveraged out-of-the-box.  

But an ERP system rarely hits the mark on every business process within your organization, especially those that make your firm stand out from your competition

EFT Management – Vendor & Expense Processing

Paying bills and remitting employee expense payments by cheque is a thing of the past for most firms.  More than ever, organizations require the ability to process payments electronically.  Connect Vantagepoint (or Vision) with your bank to seamlessly transfer payments to your vendors and quickly remit payments for your staffs’ expense submissions.  Your vendors and staff will be very appreciative.

Invoices Tailored to Your Specifications

Looking to deliver invoices in the precise format that your clients expect? Adding logos, perfectly separating line items, positioning blocks of information with just the right amount of space – all your specific visual formats may be unique but tailoring invoices is an everyday project with our clients.  Let’s craft your perfect invoice(s) together.

CRM & Pipeline Management

Nurture client relationships and win more work with CRM. Identify projects early, pinpoint projects worth pursuing, nurture client relationships when it matters most and better position your company to win with Vantagepoint CRM.

Project Management

Proactively manage and deliver successful projects. Put your projects and clients at the center of your business and manage the complete project in one hub with complete visibility into project financials and performance to keep every project on track.

Resource Management

Put the right people on the right projects at the right time. Build profitable project plans so you can boost utilization and balance the workload. And, quickly adjust resources to meet changing demands.

Want to learn more about how Vantagepoint can help your business? Contact us today 

Available Advanced Configurations & Customizations