Relevant information when you need it
Save time by easily accessing data instead of shuffling around searching for it. Vtiger surfaces relevant information when and where you need it
With customer one view, Marketing, Sales and Support teams get a single shared view of customers. With unified customer data you can transform the customer experience journey through relevant conversations
Customer one view serves as the single point of reference for all conversations and actions for the customer record. It is a core enabler for creating world class digital transformation journeys.
From optimal customer experiences at each touch point to insightful and meaningful conversations - customer one view empowers you to delight your customers and be a partner with them on their growth journey.
Identify key interactions between your organization and customers. Get insights into what motivates your customers and what their expectations are.
Improve your sales process and increase adoption by identifying gaps in your sales funnel by indicating the circumstances or situations where your prospects and customers drop off.
Capture the experience of a prospect along the purchase journey. Eliminate disconnects between teams to optimise conversions and maximise customer delight.
Prioritize frequently used modules and apps to top of the menu for easy access. Change logos, add profile pictures, add fields to make the CRM truly personal.
Browse with the new dark mode to better highlight colors and reduce eye strain. The dark mode also makes it easier for you to work in a low-light environment
Personalize Kanban Views in Deals and Tasks with View by & Sort by features. And hide empty columns for better clarity.