Visualize, organize, & manage deals with customized views & filters.
Everything you want to know about a deal in a single place - deal size, decision makers, touch points, expected close date and more.
Spot deals with the highest chances of closure with advanced lead, profile, and emotional scoring.
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.
Leverage built-in task management and @mentions to collaborate and win deals.
Create a quote by adding products and services. Specify the price, quantity and send the quote across to your customers directly from the CRM.
Set team, territory, and individual targets. Forecast accurately by factoring in the sales stage and probability of closing.
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.
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.
Create multiple pipelines, custom stages, personalized views, re-organize the layout more to tailor Vtiger to suit your needs and processes.