Vital CRM - Insight Analytics

Vital CRM + Insight.
Know your customers through Insight.

A Vital CRM's data analytics module. Users can analyze their customer data in a highly interactive and visualized way. Create more benefits through AI and machine learning. Get Started!
360 度全方位了解客戶

360-Degree View of the Customer.

Integrate and analyze all customer related data, including demographics, attributes, transactions, opportunities, marketing campaigns, service logs, and etc..


Data-Driven Operations

Make faster and better decisions with our highly interactive and visualized dashboard.


Dynamic Customer Value Segmentation

RFM anaylsis and Customer Lifetime Value prediction model help you target the right customers.

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Predictive Customer Analytics

Turn your business problem to an analytical problem. Make use of our AI-powered metrics to offer better customer experience, increase customer value, and win more revenue.
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Common analytical scenarios

Use our predefined analytical content and get to know your customers' preferences and purchase patterns.
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Find your answers from data using natural language

Type a question in natural language and instantly get a response in the form of charts and graphs.
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Last-mile execution functionality

Take actions from Insight and immediately engage customers via multiple channels.

More Features, more love forVital CRM - Insight Analytics


Develop new customers.


Send routine marketing messages


Recommend the "right" products.


Predict the next purchase time.


Prevent customer churn.


B2B sales management.

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Taiwan’s Largest Agent of OMRON Industrial Automation, Cheon ...
Cheong Teh Ltd. General Manager Zhang Xiu-Hao

Taiwan’s Largest Agent of OMRON Industri...

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Through Vis-a-Vis, our sales and managers can all immediately know how many new cases they have on their hands, which cases are in progress, and which cases require a response from the original manufacturer or approval of a discount. Members of our sales team can better understand their goal and clarify the needs of customers while drafting their reports. The cloud capabilities also allow them to search for the status of any previous cases for items such as: customer order quantity, price, special requests and etc.

Cloud Based Reporting System Helps Make Telemarketing a Bree ...
Sundin Development CEO Lee Jia-Min

Cloud Based Reporting System Helps Make ...

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"The best part about the cloud is that it is cheaper because no hardware is required. Vis-a-Vis costs less than 5,000 NTD to use, and helps the company bring in 250,000 of revenue a month. Proving that choosing the right tool can indeed be a great boon to your sales team.

Thinking Innovatively on Successful Management to Create Eff ...
Mason Electronics CEO Wu Qi-Feng

Thinking Innovatively on Successful Mana...

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Denny states frankly that since their team is split up into different locations, a great deal of thought must be put into managing both sides as a whole. Previously, only Outlook was used to manage internal documents, reports and sales files, but Outlook can only assign tasks in a top down direction, and leaves no room for internal communications or input from other members of the team. And following the growth of the company, the number of employees on each side of the straits also increased. Outlook was no longer enough, the company now needed an effective and systematic management tool to improve both vertical and horizontal communication within the company, and also effectively track the progress of each task.