Delight your sales team

Vtiger helps you focus on the right deals, automate repetitive tasks, forecast accurately, and crush your sales targets.

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sales deals and opportunities

Stay on top of all deals with a visual pipeline

Visualize, organize, & manage deals with customized views & filters.

Deal kanban view

Deep-dive into each deal, effortlessly

Everything you want to know about a deal in a single place - deal size, decision makers, touch points, expected close date and more.

deals in-depth analysis

Focus on deals with the highest chances of a win

Spot deals with the highest chances of closure with advanced lead, profile, and emotional scoring.

win with deal scoring

Spot deals at risk

Smart alerts keep you updated on deal activity and progress - proactively notifying you when a deal has stalled, so that you can swoop in and save the day.

spot risky deals

Collaborate internally to win deals, especially the tricky ones

Leverage built-in task management and @mentions to collaborate and win deals.

team collaboration

Generate Quotes in a few clicks

Create a quote by adding products and services. Specify the price, quantity and send the quote across to your customers directly from the CRM.

create quotes

Set targets & forecast accurately

Set team, territory, and individual targets. Forecast accurately by factoring in the sales stage and probability of closing.

set and forecast targets

Boost sales productivity with automation

Automate repetitive tasks throughout the sales cycle when a deal moves from one stage to another. From launching Email and SMS campaigns to nudging the sales reps to understand certain actions.

enable sales automation

Guide your team to follow the best sales practices

Create tasks that the sales team should follow at each stage of the sales process. Vtiger cleverly nudges your team to adhere to these guidelines and reports if they’re being followed.

sales stages for teams

Customize Vtiger to suit your sales process

Create multiple pipelines, custom stages, personalized views, re-organize the layout more to tailor Vtiger to suit your needs and processes.

customize your sales process

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