Vtiger CRM is one application, used by different teams in your business. Sales, Support, & Marketing team all use Vtiger for doing their functions.
Related modules are grouped into Apps shown below.
- Marketing – Leads, Campaigns, Email Campaigns
- Sales – Opportunities, Quotes, Sales Order
- Support – Cases, FAQs, Insights
- Inventory – Products, Services, Invoices, Vendors, Purchase Orders,
- Projects – Projects, Tasks, Milestones
These common modules appear on all the apps – Contacts, Organizations, Social, Phone Calls,
Sales Features Highlight
- Follow and get notified of updates on any record.
- Smart Reminders to keep in touch and followup
- Direct Messages to speed up collaboration
- New Helpdesk System with Cases module & SLA policies
- Business Hours
- Insights on Customer Service giving actionable reports
- Viewers on a record
- Unified Touchpoints in Contact View – Learn more with all interactions – Meetings, Calls, Emails, Cases, Chats – shown in one timeline
- Enhanced Preview – Save time with Touchpoints and Comments added to the quick preview
- In Lists, Double-click to edit value – Make changes faster while enjoying spreadsheet like feel within the CRM
- In Lists, Add/Remove columns easily
- Colored Picklist Values – Find the record you are looking for easily
- Multiple Dashboards – Managers love dashboards. Why stop with one! (+ Insights in Ultimate Edition gives deeper analytics)
- 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.
- New Mail Manager – 3 Panel view speeds up easier
- Workflows administration is made simpler – See Triggers, Conditions, and Actions from 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 & 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 – Easier to identify them from the list
- Auto-save of Email Campaigns