vTiger 7.0 made 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 UI:

Vtiger CRM is one application, used by different teams in your business. Sales, Support, & Marketing team all use Vtiger for doing their functions.

The Five Apps:

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

New Features in vTiger-7.0
  • 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
Enhancements
  • 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