VISION CRM

Research on Investment employs VISION CRM as its primary tool to track research and manage its database of over 10 million contacts. Research on Investment VISION CRM is a cloud-based solution built on an Oracle backbone, offering customized reporting from a menu of 300 possible reports. Via password and secure log-in, our clients are able to monitor all pre-pipeline activity being executed by ROI on a 24/7 basis.