Breathe new life into sales and marketing documents

Centralize, share, collaborate on, track, and optimize marketing and sales documents. Additionally, integrate with Box, Dropbox, and Google Drive for more free space.

Store, search, and share your sales and marketing documents from right inside Vtiger

Help sales and marketing get important information to prospects and customers faster by uploading often used presentations and whitepapers to Vtiger. From there, salespeople can search for them using any document metadata, or share them with customers in one click.

Share documents in a click from the email composer

In one click you can upload a document, or to share a link to a document in Vtiger’s document library. Document links let recipients view the document in Vtiger’s tracked document viewer.

Collaborate privately with contacts on sensitive documents through the document viewer

Exchange messages right on the document viewer. Need to involve someone else? Invite them using the share button. CRM users receive in-CRM notifications of new comments, while other contacts receive email notifications. This keeps everyone in the loop driving deals forward.

See real-time, page-level, and to the second document engagement metrics

See how every contact engages – in real time, at the page level, and to the second, with every document that you share with them, to help guide your next sales conversation.

See a contact’s document engagement on their CRM record

Vtiger automatically surfaces any document shared between you and leads and contacts right inside the contact’s documents widget. This also shows you key stats on how the contact engaged with each document.

Collaborate internally to improve documents

Share knowledge about how to improve document use, or documents themselves, through the document’s internal comments box. Use @mentions of people or teams to draw their attention to the conversation.

Integrate with Dropbox and Google Drive

Get virtually limitless storage, and share files with those outside the organization by integrating with the most common third-party file-sharing providers.

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