Vtiger CRM helps businesses streamline their operations and enhance performance by providing quality tools and functionality across Sales, Help desk, and Marketing teams.
Get a complete view of all your customers, including details such as name, phone number, prior communications, and account history.
Keep track of where your deals stand with opportunity management. Check out the current status, cases, previous conversations, and scheduled meetings.
Take control of scheduling your appointments. You can schedule a meeting with just a couple of clicks and share it with prospects or clients.
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.
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.
Get a unified view of the entire customer journey map. Check out the sales stages, tasks, interactions, queries, and transactions to simplify workflows.
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.
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.
Sales team members can understand the role of contact in closing a deal and personalizing pitches for better conversions.
Sales representatives can check out the statistics for client engagement with essential documents such as quotes, emails, or marketing collateral.
Manage customized quotes with discount approvals for particular client categories and automate workflows.
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!
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.
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.
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.
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.
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.
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.
Engage with our support representatives instantly through email, phone calls, chat, WhatsApp, Facebook, or Twitter for speedy resolution.
Connect at your convenience. Our in-built chatbot will provide automated service around the clock.
Users can easily view or submit issues, check out frequently asked questions, and view pending status updates on the navigable self-service portal.
Gain access to a comprehensive knowledge base that helps provide quick solutions to common customer problems.
Reduce the time spent on repetitive tasks - schedule appointments, provide ticket updates, and assign tasks by automating internal workflows.
Managers can prioritize cases automatically and guarantee customer support in compliance with service-level agreements.
Assign specific rules to ensure automatic routing for speedy and hassle-free ticket resolution.
Powerful analytics give access to the real-time helpdesk and chat insights that lead to better decision making and improve performance.
Team members can communicate and collaborate internally to provide better quality service to customers.
Personalized email templates can help you target the right audience. Engage with customers by sending triggered sequential emails and get email insights through detailed analytics.
Add new visitors as leads when they fill up your customized web form. Embed webforms on your website for better lead scoring and nurturing.
Segment your contacts and target the desired audience through personalized marketing campaigns. Businesses can improve retention rates and return on investment through targeted campaigns.
Check out the insights dashboard to get to know team and pipeline statistics. Motivate top-performing agents and visualize the health of the sales pipeline through accurate charts and tables.
Build comprehensive reports from real-time data to learn about products, sales targets, team performance, and opportunities. Export reports or charts quickly, and schedule automated periodic reports to save time.
Manage your calendar efficiently, schedule appointments, and tasks in just a few clicks. Users can create record-linked tasks and receive pop-up notifications as reminders for important events.
Centralize all vital sales and marketing documents to ensure that team members can access them. Check out your contact's document engagement to guide the next sales conversation and deliver better service.
Enhance teamwork through a shared inbox that can be accessed by all sales representatives. Emails in the team inbox are visible across the team and help members collaboratively.
Create and manage projects by assigning tasks, allotting time-based milestones and due dates. Monitor progress through Gantt charts and share the live customer portal's status to communicate about clients' progress.
Manage vendors, track stock levels, build quotes, and send invoices to ensure efficient inventory control. Build price books based on customer segments and track online payments for streamlined operations.
Access CRM data on the move with mobile applications for iPhone, iPad, and Android device users. Team members can access contact records in offline mode and view nearby prospects' locations to plan the workday efficiently.
Transfer data faster and boost team collaboration as Vtiger integrates with over 500 vital business applications. Integrations with Gmail, Zapier, Office365, and Mailchimp save time and improve work productivity.