With Version 7, we made the CRM simpler and smarter. vTiger 7 brings a new UI, new features, and several enhancements of existing features. Here is a quick overview of what you can find in vTiger 7.
New Features in V7:
- Follow and get notified of updates on any record.
- Smart reminders to keep in touch and follow up: Tour
- Direct messages to speed up collaboration: Tour
- New Helpdesk System with Cases Module & SLA Policies
- Business Hours
- Insights on Customer Service: Giving Actionable Reports
- Viewers on a record
Enhancements:
- Unified Touchpoints in Contact View: Learn more about all interactions—meetings, calls, emails, cases, and chats—shown in one timeline.
- Enhanced Preview: Save time with touchpoints and comments added to the quick preview.
- In Lists, double-click to edit a value; make changes faster while enjoying the spreadsheet-like feel within the CRM. Tour
- In lists, add or remove columns easily.
- Colored Picklist Values: Find the record you are looking for easily. Tour
- Multiple Dashboards: Managers love dashboards. Why stop with one? (+ Insights in Ultimate Edition gives deeper analytics)
- Many relationships between modules: Do you want to create a new Magazines module and link to Contacts? It only takes a few clicks.
- New Mail Manager: 3 Panel View speeds up easier.
- Workflow administration is made simpler; see triggers, conditions, and actions from a list view.
- Agenda View in Calendar
- Tasks are one click away with a dedicated page. A simple task manager within the CRM
- Smart Help: If you have questions, the answer you are seeking might just be on the Help panel.
- Sync History for Google, Office 365, Magento, QuickBooks, Xero, and Tally Previous sync details help you find which records are updated and when.
- Public Tags
- Merge selected records
- Configure header fields—yet another thing you can customize!
- Thumbnails for Email Templates It is easier to identify them from the list.
- Auto-save of email campaigns
Please review vTiger 7 version from URL below:
CRM Tour URL: vTiger 7(Click here)
Download version URL: Click here to download
Hope you will find this blog useful…
Do You Need More Information ?
For any further information / queries regarding technology, please email us at info@crmtiger.com
OR call us at +1 630 861 8263, Alternately, you can request information by filling out the Contact Us form.
Related posts