Breathe new life into sales and marketing documents

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

vtiger documents

What is document management?

Document management is the process of receiving, sharing, tracking, storing and organizing documents more effectively.

private collaborati

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.

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.

document integration

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.

Case studies

Why our customers love us

Sales Productivity

Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.


Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.

Customer Base Growth

GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.

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