Turn Prospects into Loyal Customers
VS1 Cloud CRM tracks every lead, opportunity and customer interaction in one integrated cloud ERP — giving your sales team the visibility they need to close more business and deliver a consistent customer experience.
One System from First Contact to Final Invoice
VS1 Cloud CRM gives your sales team complete visibility over every lead, every opportunity and every customer — from the first enquiry through to repeat business.
Pipeline Management
Get a clear overview of every opportunity at every stage — with custom stages for each sales team and real-time conversion reporting.
Customer Tracking
Build long-term customer relationships with complete contact histories, notes, tasks, quotes and sales orders in one customer record.
Email Campaigns
Create and send targeted marketing campaigns directly from VS1 Cloud CRM — with segmentation, scheduling and campaign tracking built in.
Lead Conversion Reporting
Track lead sources, conversion rates and sales performance with real-time dashboards and reports — no spreadsheets required.
See VS1 Cloud CRM in Action
Watch how VS1 Cloud manages leads, pipeline, customer history and sales reporting in one integrated system.
Core CRM Workflows
From first contact to loyal customer — every interaction tracked and accessible in one place.
Nurturing Your Leads
Manage and store all customer information in VS1 Cloud — including contact details, communication history, tasks, notes and preferences. Run email campaigns to nurture leads and keep prospects engaged throughout the sales cycle.
- Store all lead and customer contact details in one place.
- Record and access every communication and interaction.
- Set follow-up tasks and reminders against each lead.
- Create targeted email campaigns directly from CRM.
Remove Duplication — Convert Leads Automatically
When a lead is converted to an opportunity in VS1 Cloud, a customer contact is automatically created — so your sales team never has to re-enter data already captured. Leads merge cleanly, keeping your CRM database accurate and your team efficient.
- Auto-create customer records when converting a lead.
- Merge duplicate leads on conversion — no double entries.
- Sales pipeline updates automatically at each stage.
- Convert opportunities directly to quotes and sales orders.
Customer History — Always Complete, Always Accurate
Every quote, sales order, invoice, service call and payment is stored against the customer record in VS1 Cloud — so anyone on your team can see the full customer story without asking anyone else.
- Full history from lead to quote, sales order and invoice.
- Service calls, repairs and appointments linked to customer.
- Access customer history on any device, anywhere, anytime.
- Share customer context across sales, service and finance teams.
Pipeline Management — Full Sales Visibility
VS1 Cloud gives sales managers a clear, real-time view of the entire opportunity pipeline — by stage, team, value or date range. Set up custom stages for each sales team and track performance without leaving the system.
- Custom pipeline stages per sales team or product line.
- Drag-and-drop opportunities between stages.
- Pipeline value and conversion metrics in real time.
- Management dashboards and sales reports on demand.
Advanced CRM and Lead Management Features
Tools for managing prospects, customers, campaigns and sales performance — built into your ERP.
Customer Tracking
Establish long-term loyal customers. Link marketing, sales, financials and servicing together. Stay connected 24/7 on any device.
- Full contact and communication history per customer.
- Link tasks, quotes and orders to customer records.
- Access from desktop, tablet or mobile app.
Customer History
Access complete historical data on any device, anywhere, anytime. Grow and adjust your sales strategies as customers grow with you.
- All transactions visible from the customer record.
- Share history across sales, service and finance teams.
- Identify upsell and cross-sell opportunities from history.
Prospect to Invoice
Streamline your process from first contact to invoicing. Give your team the tools to move opportunities through the pipeline without switching systems.
- Lead → opportunity → quote → sales order → invoice.
- No re-entry of data at any conversion stage.
- Time saved per sale — directly measurable.
Email Campaign Management
Create, schedule and send targeted email campaigns from VS1 Cloud CRM. Segment by industry, status or custom field — and track open and click rates.
- Segment customer lists for targeted campaigns.
- Schedule campaign delivery in advance.
- Track open rates and campaign performance.
Lead Source Tracking
Know which marketing channels are generating your best leads. Track sources, conversion rates and revenue by lead origin — so you invest more in what works.
- Tag leads by source — web, referral, campaign, event.
- Conversion rate by source in real-time reports.
- Tie lead source to final revenue for true ROI measurement.
Follow-Up Tasks and Reminders
Never miss a follow-up again. Assign tasks and reminders to leads and customers in VS1 Cloud — visible to the whole team and linked directly to the contact record.
- Set tasks and reminders against any lead or customer.
- Assign follow-ups to specific team members.
- Task dashboard visible to managers and team leads.
Sales Reporting and Analytics
Real-time reports on pipeline value, conversion rates, sales by rep, revenue by period and customer acquisition — all from live ERP data.
- Pipeline value and stage-by-stage conversion.
- Sales performance by team member or period.
- Revenue by customer, product or lead source.
Mobile CRM Access
Access leads, customers, pipeline and history from VS1 Cloud's mobile app — so your sales team can update records and close deals from anywhere.
- Full CRM access on iOS and Android.
- Update leads and opportunities from the field.
- View customer history before every sales call.
CRM for Every Business That Sells
VS1 Cloud CRM works for any business that needs to track leads, manage customers and measure sales performance.
Manufacturing & Engineering
Track distributors, resellers and direct customers — with CRM connected to quotes, orders, inventory and job costing in one system.
Field Service & Trades
Manage service leads, schedule follow-ups and convert enquiries to service appointments — with customer history shared across field and office teams.
Construction
Track project leads from first enquiry through scope, quote and contract — with pipeline visibility across residential, commercial and civil work.
Wholesale & Distribution
Manage customer accounts, pricing levels, order history and credit limits — with CRM integrated directly to your ERP inventory and invoicing.
Professional Services
Track client relationships, project enquiries and proposal pipelines — with tasks, follow-ups and history managed in one connected system.
Hire & Rental
Convert hire enquiries to bookings with a CRM that tracks lead source, asset availability and customer history in one integrated platform.
Why Businesses Choose VS1 Cloud CRM
A CRM that's part of your ERP — not a separate tool you have to connect and sync.
Fully Integrated
CRM connects to quotes, sales orders, invoicing, service calls, inventory and accounts in VS1 Cloud — no exports, no syncing, no separate subscription.
Complete Visibility
Every team member sees the same customer — sales, service and finance all working from the same record, the same history and the same data.
Built to Scale
Manage 10 customers or 10,000 — VS1 Cloud CRM grows with your business without changing tools or re-training your team.
What Makes VS1 Cloud CRM Different?
Most CRM systems sit outside your ERP — they sync occasionally, go out of date and require manual reconciliation. VS1 Cloud CRM is built into the same platform as your quotes, sales orders, inventory, service calls and accounts. When a lead becomes a customer, the record is already there. When a customer places an order, it's visible in the CRM. When a service call is raised, it links to the customer history automatically.
This means your sales team, service team and finance team all work from the same customer record — with no data silos, no double entry and no missed information between handovers.
VS1 Cloud CRM Helps Businesses:
- Track every lead from first contact to closed sale and beyond.
- Convert leads to opportunities to quotes to sales orders in one system.
- Give every team member access to complete customer history.
- Run email campaigns and track lead sources directly from CRM.
- Measure pipeline value, conversion rates and sales team performance in real time.
Related modules: Appointments, Service Calls, Reporting, Job Costing, Projects.
CRM and Leads Management FAQs
Common questions about VS1 Cloud CRM, pipeline management and lead conversion.
What is VS1 Cloud CRM?
VS1 Cloud CRM is a customer relationship management system built into VS1 Cloud ERP — tracking leads, opportunities, customer history, sales pipeline and communications without a separate CRM subscription or integration.
How does VS1 Cloud CRM connect to sales orders and invoicing?
When a lead is converted to a customer and an opportunity moves to a quote, it flows directly to a sales order and invoice in VS1 Cloud — with no re-entry of data and no separate system to sync.
Can I run email campaigns from VS1 Cloud CRM?
Yes. VS1 Cloud includes email campaign tools — allowing you to segment customer and lead lists, create campaigns, schedule delivery and track open rates directly from your CRM data.
Does VS1 Cloud CRM work on mobile?
Yes. VS1 Cloud's mobile app gives your sales team access to leads, customers, pipeline and history from any iOS or Android device — so they can update records and close deals from anywhere.
Can I track where my leads come from in VS1 Cloud?
Yes. VS1 Cloud CRM allows you to tag leads by source — website, referral, campaign, event or other — and report on conversion rates and revenue by source in real time.
How does VS1 Cloud CRM handle duplicate leads?
When a lead is converted to a customer, VS1 Cloud creates the customer contact automatically and merges the lead data — preventing duplicate records and ensuring your CRM database stays clean.
What sales reports does VS1 Cloud CRM produce?
VS1 Cloud generates pipeline value reports, conversion rate analysis, sales by team member, revenue by period and customer acquisition reports — all from live ERP data.
Is VS1 Cloud CRM suitable for Australian businesses?
Yes. VS1 Cloud CRM is designed for Australian businesses across manufacturing, construction, field service, wholesale and professional services — with full ERP integration built in from day one.
Ready to Build a Stronger Sales Pipeline?
Book a free VS1 Cloud demo and see how integrated CRM, lead tracking and sales reporting can work for your business.
