Visena

Visena is a software solution designed to improve efficiency and profitability for businesses that sell services and bill by the hour. It is specifically tailored for small to medium-sized businesses in professions such as law firms, accounting firms, audit firms, consulting firms, and advisory firms.

Key Features

CRM: According to the vendor, Visena offers a complete CRM system that allows businesses to manage and organize all their contacts in one place. Contact information can be easily used for sales and relationship building, and CRM data is integrated with other features in Visena, such as email and time tracking. It also provides a visual representation of the sales process through a pipeline view.

Timeføring: According to the vendor, time tracking is seamlessly integrated with the calendar in Visena. Tasks and appointments in the calendar can be easily logged as billable hours with a single click. It provides visibility of capacity and profitability, allowing employees to track their time per day, week, and month.

E-post: The vendor states that Visena offers a complete email solution with server and client. It is built around collaboration and integrated with the CRM system. It allows archiving of correspondence on the company, person, and project level, and features advanced search and retrieval capabilities.

Økonomi: According to the vendor, Visena ensures full control over projects from planning to invoicing. It provides tailored invoicing for service-based businesses and a budgeting feature for effective planning, management, and control. Real-time project management dashboards are available for financial control.

Dokumentsenter: According to the vendor, Visena offers a complete document management system in the cloud. It provides control over all templates and documents in the company, allowing the creation of documents based on advanced templates with merge fields. Automatic archiving is based on the correct company, project, and person.

Prosesser: According to the vendor, Visena allows businesses to define and manage their processes. It provides control over where each process is in the workflow and what the next steps are. Automatic logging ensures full documentation of processes, supporting various processes including sales, onboarding, and compliance.

AML-kontroll: According to the vendor, Visena includes AML (Anti Money Laundering) functionality for compliance with regulations. It provides customer control for both individuals and businesses and integrates with BankID for secure identification and verification. It automates AML processes and ensures proper documentation.

Digital signering: The vendor states that Visena offers integrated and secure digital signing with BankID. It simplifies the signing process and ensures document integrity. Automatic reminders are provided, saving time. It also allows for identity verification while sending engagement letters.