Features for every business needs

Vtiger CRM helps businesses streamline their operations and enhance performance by providing quality tools and functionality across Sales, Help desk, and Marketing teams.

vtiger features theme

Journey view

Get a unified view of the entire customer journey map. Check out the sales stages, tasks, interactions, queries, and transactions to simplify workflows.

Email sequences

Optimize your outbound sales campaigns by sending pre-defined sequences of emails to clients. Use personalized templates and trigger emails to save time and boost productivity.

Unified Deal view

Get all the information related to contacts and deals in a single unified window at a glance. No need to open multiple pages or windows - save time and stay organized.

Deal contact role

Sales team members can understand the role of contact in closing a deal and personalizing pitches for better conversions.

Quote discount approvals

Manage customized quotes with discount approvals for particular client categories and automate workflows.

Group Mailboxes

It’s convenient to set up shared mailboxes for emails between sales team members to boost operations transparency. Admins can set up group mailboxes and assign members from specific teams.

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Contact management

Get a complete view of all your customers, including details such as name, phone number, prior communications, and account history.

Opportunity management

Keep track of where your deals stand with opportunity management. Check out the current status, cases, previous conversations, and scheduled meetings.

Schedule appointments

Take control of scheduling your appointments. You can schedule a meeting with just a couple of clicks and share it with prospects or clients.

Forecasts & Quotas

Plan your sales cycle, manage targets, and monitor team performance by setting up forecasts and quotas. Intuitive and accurate, it's a great way to stay on the top of your sales game.

Manage Quotes

Create quotes - put in all essential information such as product details, prices, taxes, terms, and discounts. Use pre-built templates and customize them for client requirements.

Journey view

Get a unified view of the entire customer journey map. Check out the sales stages, tasks, interactions, queries, and transactions to simplify workflows.

Email sequences

Optimize your outbound sales campaigns by sending pre-defined sequences of emails to clients. Use personalized templates and trigger emails to save time and boost productivity.

Unified Deal view

Get all the information related to contacts and deals in a single unified window at a glance. No need to open multiple pages or windows - save time and stay organized.

Deal contact role

Sales team members can understand the role of contact in closing a deal and personalizing pitches for better conversions.

Document engagement

Sales representatives can check out the statistics for client engagement with essential documents such as quotes, emails, or marketing collateral.

Quote discount approvals

Manage customized quotes with discount approvals for particular client categories and automate workflows.

Vtiger Calculus AI

Calculus, an AI-based feature, predicts and recommends the next actions based on the conversation analysis. This helps your teams to work smarter and improve customer experiences!

Group Mailboxes

It’s convenient to set up shared mailboxes for emails between sales team members to boost operations transparency. Admins can set up group mailboxes and assign members from specific teams.

Smart alerts

Since timing is vital for sales, managers can enable alerts in the notifications center. It helps to keep track of emails, follow-ups, and scheduled appointments.

Reports

Extract relevant data and generate reports to get an overview of all customer-related activities. Analyze information at a granular level by applying filters and tracking essential performance metrics.

Sales dashboards

Analyze the performance of each sales member by getting a real-time view of ongoing activities. Customized sales dashboards display critical sales and support metrics, reports, and charts for better decision-making across all levels.

Vtiger Enrich

Save time on finding and updating profiles on CRM with Vtiger’s Enrich Google extension. It works by exporting contact information from social media profiles such as LinkedIn, Twitter, and Facebook.

eSign integration

Keep records up-to-date by sending a PDF document to clients for electronic signatures. Users can track all transactions with contacts, vendors, and organizations and update the status by attaching the eSign record.

Sales Analytics & Insights

Sales Insights in Vtiger help Sales leaders to manage their team's performance, sell smarter and close more deals with key performance metrics like Sales activity, Sales pipeline, and Sales results.

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