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vtiger CRM extends beyond traditional CRM to
provide a complete sales cycle management by integrating Inventory
Management functions, such as Products, Price Books, Vendors, Sales
Quotes, Purchase Orders, Sales Orders, and Invoices with CRM modules,
such as Leads, Accounts & Contacts, and Opportunities. Using
vtiger CRM you can achieve the seamless integration between pre-sales
and post-sales activities in a single application.
Key Modules
Products Management
- Manage organization-wide products
- Associate products with other modules for a better 360 degrees
view
- Import product details from other applications
- Create custom product fields as per your organization's requirements
- Attach product-specific documents, such as collateral, license
agreements, and others
- Upload product images for easy identification
- Export product details to spreadsheet software, such as Microsoft®
Excel®, OpenOffice®, and others for further analysis
- Create Price Books as per customer segment and associate products
with Price Books
- Procure products from the selected vendors list
- Associate trouble tickets and Knowledge Base with products
Sales Quotes
- Track outstanding quotes from the quotes list view
- Add line items to the quotes and update subtotal, taxes, adjustments,
and grand total amounts
- Select different prices for the same product as per customer
segment
- Create printer-friendly Sales Quotes and deliver to the prospect
customers through inbuilt E-mail service
- Create Sales Order or Invoice with a single click from the Sales
Quote
- Avoid duplicate work by dynamically displaying the Billing and
Shipping addresses of the prospect
- Display quotes related to accounts under
the related list
- Customize Sales Quote fields as per
your organization's requirements
Order Management
- Streamline organization-wide procurement and fulfillment processes
with integrated approach of vtiger CRM
- Track outstanding orders from the orders list view
- Procure products from the best available Vendors/Manufacturers/Resellers
list in vtiger CRM
- Manage up-to-date stock position by seamless integration between
order fulfillment and available stock in your warehouse
- Customize Purchase Order (PO) and
Sales Order (SO) fields as per your organization requirements
- Avoid duplicate work by dynamically displaying the Billing and
Shipping addresses of the prospect while creating orders
- Add line items to the Orders and update subtotal, taxes, adjustments,
and grand total amounts automatically
- Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers
through inbuilt E-mail service
- Once the Sales Order is accepted, create Invoice from Sales
Order with a single click
- Periodically notify the stock position to the parties concerned
in your organization so that stock is always available to fulfill
the outstanding orders
Invoices
- Track outstanding invoices from the Invoices list view
- Create printer-friendly Invoices and deliver to the customers
through inbuilt E-mail service
- Customize Invoice fields as per your
organization requirements
- Add line items to the Invoice and update subtotal, taxes, adjustments,
and grand total amounts automatically
- Customize Invoice fields as per your
organization requirements
- Avoid duplicate work by dynamically displaying the Billing and
Shipping addresses of the customer while creating invoices
- Associate invoices with the General Ledger account for hassle-free
Book Keeping
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