Gives you a live 360-degree view of your customer, without the need for integrations. Helps your marketing, sales, and support teams to increase engagement, win more deals, and foster brand loyalty.
Vtiger One equips your teams to make better decisions. Whether they work in the sales CRM, help desk, or marketing apps, Vtiger always surfaces relevant customer data from all apps to help them drive relationships and deals forward.
Build projects related to customers, deals, or cases. Break them down into tasks and sub-tasks that are assignable to users.
Track time spent working on sub-tasks, and automatically pull them into invoices for customer billing.
Keep track of your inventory and services. Pull them into quotes and invoices to send to customers in just clicks.
Then, sync these with Quickbooks, Xero, and other software to share a single view of their status with your accounting team.
Other "all-in-one" CRM software is taped together from stand-alone products that fragment your customer view. Vtiger One isn't another bundle.
It's one seamless system in which all data, automations, and insights transcend apps and link to one, central customer record.
Work together, from one shared view of your customers.
Ditch the fragmented views of customers that other "integrated" sales, marketing, and support solutions give you, for Vtiger's one view that's shared across teams.
With it, you'll make better decisions and design more impactful automations than ever before.
One login enables a user to access any app they're permitted to. Never set up connectors between Vtiger apps. Easily set up connections between Vtiger and third party apps through native integrations, Zapier, or APIs.
Users get one comprehensive view of a customer. It contains campaigns, deals, cases and anything else about that customer. Any work a user does with a customer automatically enriches their record, and becomes visible across the organization. So, John in Sales sees when Jenny in Support closes an urgent case.
To get help, messaging tools in every record help reach anyone across the organization instantly, and automatically carry context so collaborators get up to speed and respond faster.
Actions can be automated being triggered from actions in any app.
Every insight is informed with data from other apps. Lead scoring can be built from engagements with marketing and sales.