Maintaining relationships made easy with automation

Build lasting relationships with your prospects by letting Vtiger deal with repetitive sales tasks using Workflows.

vtiger sales workflows

What is a Workflow?

Workflow is a feature that enables you to automate repetitive tasks. It comprises trigger conditions, entry criteria, and actions.

Set up a workflow

Set up a workflow once and use it forever

Automate mundane tasks like creating a meeting or sending an email by setting up a workflow. Specify the trigger conditions and actions; let the CRM take care of the rest.

Automatically update workflow field values

Automatically update field values

Use workflows to update a CRM field by specifying the trigger conditions and entry criteria as needed.

Stay updated through workflow push notifications

Stay updated through push notifications on the mobile app

Generate push notifications on Vtiger CRM's mobile app via workflows to stay updated about specific events.

Leverage custom functions

Leverage custom functions for performing common tasks

Invoke custom functions to specify and execute common actions in the CRM via workflows.

Case studies

Why our customers love us

propel

Take flight

PropelCare relies on Vtiger Help Desk to ensure light enthusiasts are not left in mid air.

xseed

Automate

XSEED automates its entire sales process with Vtiger CRM.

hackerearth

Hack growth

Hacker Earth accelerated growth by switching from Salesforce to Vtiger.

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