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:
- 1. Follow and get notified of updates on any record.
- 2. Smart Reminders to keep in touch and followup – Tour
- 3. Direct Messages to speed up collaboration – Tour
- 4. New Helpdesk System with Cases module & SLA policies
- 5. Business Hours
- 6. Insights on Customer Service giving actionable reports
- 7. Viewers on a record
- 1. Unified Touchpoints in Contact View – Learn more with all interactions – Meetings, Calls, Emails, Cases, Chats – shown in one timeline
- 2. Enhanced Preview – Save time with Touchpoints and Comments added to the quick preview
- 3. In Lists, Double-click to edit value – Make changes faster while enjoying spreadsheet like feel within the CRM – Tour
- 4. In Lists, Add/Remove columns easily
- 5. Colored Picklist Values – Find the record you are looking for easily – Tour
- 6. Multiple Dashboards – Managers love dashboards. Why stop with one! (+ Insights in Ultimate Edition gives deeper analytics)
- 7. Many-Many relationships between modules – Do you want to create a new Magazines module and link to Contacts? It only takes a few clicks now.
- 8. New Mail Manager – 3 Panel view speeds up easier
- 9. Workflows administration is made simpler – See Triggers, Conditions, and Actions from list view.
- 10. Agenda View in Calendar
- 11. Tasks are one click away with a dedicated page – A simple task manager within the CRM
- 12. Smart Help – If you have questions, the answer you are seeking might just be on the Help panel
- 13. Sync History for Google, Office 365, Magento, Quickbooks, Xero & Tally – Previous sync details help you find which records are updated and when.
- 14. Public Tags
- 15. Merge selected records
- 16. Configure Header Fields – Yet another thing you can customize!
- 17. Thumbnails for Email templates – Easier to identify them from the list
- 18. 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…