Manage your vendors and inventory, build price books, create quotes, sales orders, and invoices that automatically deduct from available stock, and for which you can request online payments from customers that are tracked against their outstanding invoices. Finally, synchronize quotes and invoices across to QuickBooks, Xero, or other accounting systems.
Vtiger’s inventory management system captures all information about products and services, including serial numbers, pictures, descriptions, prices, stock numbers and more. Link those to vendors for quick purchase order creation when stock is low.
If you want to price products differently based on customer segment, region, or another criteria, use Vtiger’s price books to ensure that your teams consistently present the most appropriate prices to customers.
Vtiger’s templates builder allows you to build quotes, invoices, purchase and sales orders to spec, which include your company logo and addresses. Send them to customers via email in a single click, and find them in related contact or opportunity records. Approved documents automatically deduct from inventory stock and can be synchronized with Quickbooks, Xero, and other accounting software.
You’ll never have an easier time managing outstanding payments. Send online payment requests to customers, which after being paid, reflect against their outstanding invoices in Vtiger’s payments module. Quotes and invoices can also be seen by customers by logging into Vtiger’s private customer portal.
An inventory management CRM is designed to help businesses manage their stock control requirements and customer information from a unified platform. It tracks and provides a bird's eye view of customer interactions, quotes, orders, billing, invoices, and stock levels in a centralized database.
Gaining access to real-time inventory data is a challenge for many small businesses. Inventory management CRM systems can help you synchronize vital inventory data in your CRM dashboard to streamline operations and enhance efficiency. It automates repetitive workflows, increases team collaboration, and optimizes stock levels.
Increase Sales: Help businesses expand sales and cater to customer requirements. Manage inventory levels, track online payments, and real-time data access in a few clicks.
Manage Products, Services, and Vendors: Capture up-to-date information about products and services. Sync the info with vendor accounts for quick purchase order creation and invoice generation.
Better Order Fulfillment: It is simple to manage online and offline orders with an integrated inventory management CRM solution. It enhances end-to-end order visibility and ensures that you never miss a customer delivery.
Build Quotes and Invoices: Create professional quotes and invoices customized for efficiency and accelerate the sales cycle.
End-to-End Stock Management: Monitor movement of every product and batch them with a serial number. It ensures no shortage of inventory and helps to control the expiry of stock.
Warehouse Management: Check warehouse inventory levels and track stock's in-transit movement within seconds.
Manage Shipping Integrations: Collaborate with credible shipping carriers and get shipping rates. It ensures the best shipping partnerships that result in customer satisfaction.