Everything your business needs, in a unified All-in-One Platform
CRM, proposals, invoicing, email marketing, payments, and more into a single, intuitive platform. With every essential tool seamlessly integrated, you can manage client relationships, streamline workflows, and track growth—all from one dashboard.
Try for free14-day free trial. No credit card required.
Automate workflows, boost productivity
VistaCRM puts automation at the heart of your operations, transforming tedious processes into effortless actions. Automate invoicing, email campaigns, appointment reminders, and payment follow-ups so you can reclaim hours every week. Sync your CRM with proposals and calendars to eliminate double-entry errors and keep teams aligned. With customizable workflows that adapt to your business’s unique needs. Spend less time managing workflows and more time building the business you’ve always envisioned.
Everything you need, in a powerful all-in-one platform for your growing business
VistaCRM is built to scale with your business and adapt to your specific needs—whether you're a freelancer, running a small startup or a large, growing enterprise.
CRM, unified in a All-in-One Platform
Effortlessly manage your sales process with our powerful CRM + Funnels feature. Keep track of every client with intuitive Client Management, visualize progress through Deal Stage Pipelines, and boost accountability by Assigning Salespeople to leads. Automate follow-ups and tasks with Automated Actions, and communicate confidently using Secure Messaging—all in one streamlined platform.
Try Free14-day free trial. No credit card required.
Appointments , unified in a All-in-One Platform
Simplify your booking process with our all-in-one Scheduling feature. Let clients book with ease using Appointment Scheduling and a personalized "Book Me" Page. Stay organized with an Integrated Calendar, trigger timely actions through Event Automations, and keep everything up to date with seamless Calendar Sync.
Try Free14-day free trial. No credit card required.
Email Marketing, unified in a All-in-One Platform
Supercharge your outreach with our dynamic Marketing feature. Launch targeted Email Campaigns, nurture leads with Drip Campaigns, and streamline workflows using Marketing Automations. Get started fast with Pre-Built Templates, and measure success in real time by tracking Opens and Clicks.
Try Free14-day free trial. No credit card required.
Pipeline , unified in a All-in-One Platform
Visualize and manage your sales process from lead to close, using customizable stages and forecasting tools to prioritize high-value opportunities.
Try Free14-day free trial. No credit card required.
Automations , unified in a All-in-One Platform
CRM, proposals, invoicing, email marketing, payments, and more into a single, intuitive platform. With every essential tool seamlessly integrated, you can manage client relationships, streamline workflows, and track growth—all from one dashboard.
Try Free14-day free trial. No credit card required.
Payments , unified in a All-in-One Platform
CRM, proposals, invoicing, email marketing, payments, and more into a single, intuitive platform. With every essential tool seamlessly integrated, you can manage client relationships, streamline workflows, and track growth—all from one dashboard.
Try Free14-day free trial. No credit card required.
Proposals , unified in a All-in-One Platform
CRM, proposals, invoicing, email marketing, payments, and more into a single, intuitive platform. With every essential tool seamlessly integrated, you can manage client relationships, streamline workflows, and track growth—all from one dashboard.
Try Free14-day free trial. No credit card required.
File Sharing , unified in a All-in-One Platform
CRM, proposals, invoicing, email marketing, payments, and more into a single, intuitive platform. With every essential tool seamlessly integrated, you can manage client relationships, streamline workflows, and track growth—all from one dashboard.
Try Free14-day free trial. No credit card required.
Support Ticketing , unified in a All-in-One Platform
CRM, proposals, invoicing, email marketing, payments, and more into a single, intuitive platform. With every essential tool seamlessly integrated, you can manage client relationships, streamline workflows, and track growth—all from one dashboard.
Try Free14-day free trial. No credit card required.
LMS , unified in a All-in-One Platform
CRM, proposals, invoicing, email marketing, payments, and more into a single, intuitive platform. With every essential tool seamlessly integrated, you can manage client relationships, streamline workflows, and track growth—all from one dashboard.
Try Free14-day free trial. No credit card required.
CRM
Centralize customer interactions, track leads, and nurture relationships with intuitive tools that organize contacts, sales history, and communication in one place.
Appointments
Simplify scheduling with automated booking, calendar sync, and reminders to reduce no-shows and keep teams and clients aligned.
Email Marketing
Design, send, and analyze targeted campaigns with drag-and-drop templates and real-time analytics to boost engagement and conversions.
Pipline
Visualize and manage your sales process from lead to close, using customizable stages and forecasting tools to prioritize high-value opportunities.
Automations
Eliminate manual work by setting up triggers for emails, payments, and data updates—freeing time for strategic tasks.
Proposals
Craft polished, client-winning proposals with customizable templates, automated follow-ups, and real-time tracking—seal deals faster by integrating quotes, contracts, and e-signatures into your workflow.
Payments
Securely send invoices, accept online payments, and track transactions seamlessly with integrated gateways and automated reminders.
File Sharing
Share documents securely, collaborate in real time, and manage files with version control and access permissions.
Support Ticketing
Streamline customer inquiries with ticket management, prioritization, and resolution tracking for faster, consistent support.
LMS
Build, deliver, and track training programs or courses for teams or clients with tools for onboarding, upskilling, and certifications.
When you get Vista, you’re not alone
We’re committed to giving you everything you need to succeed. So when you choose VistaCRM, you’ll be armed with a powerful business automation platform along with the strategy, services and support you need to grow.
Ongoing Support
Ongoing Support
Ongoing Support
Ongoing Support
Ongoing Support
Ongoing Support
Ongoing Support
Resources to help you succeed
Ongoing Support
Implementation & Migration
Professional Services
Vista Success Blog
Knowledge Base
On-Demand Training
Scale smarter, businesses grow faster with Vista CRM
The ultimate all-in-one platform for business owners, freelancers, and entrepreneurs who want to streamline and scale their businesses.
VistaCRM equips you with the tools to expand effortlessly, whether you’re adding clients, launching new services, or training your team. Automate repetitive tasks with smart invoicing and payment systems, leverage data-driven insights from built-in analytics, and upskill your workforce using our integrated Learning Management System (LMS).
No more manual bottlenecks or guesswork—just scalable solutions that adapt to your ambitions.
VistaCRM equips you with the tools to expand effortlessly, whether you’re adding clients, launching new services, or training your team. Automate repetitive tasks with smart invoicing and payment systems, leverage data-driven insights from built-in analytics, and upskill your workforce using our integrated Learning Management System (LMS).
No more manual bottlenecks or guesswork—just scalable solutions that adapt to your ambitions.
Ready to take your business to the next level?
Try Free14-day free trial. No credit card required.