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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Stay on top of all deals with a visual pipeline

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

Leverage Kanban to get a snapshot of your deals and the stages they’re in. You can drag and drop as deals progress.

Create your own Views and choose the data you want to see with advanced filters. Save customized Views and share it with your team.

Follow a deal you’re interested in for priority updates.

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.

Insight on how each deal has been handled across all touchpoints - Email, Chat, Phone, SMS, meetings, and more.

Understand how customers have engaged with your team and their experience of the buying journey with Emotional indicators.

Identify the stage of deal, time spent in each stage, and the next steps to take it to closure.

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.

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.

Collaborate internally to win deals, especially the tricky ones

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

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.

Set targets & forecast accurately

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

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.

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.