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What's New
Market, sell, and support with All-in-One CRM
Integrate with 500+ apps you already use at work
A Low-code platform within CRM
Lead and Contacts
Playbooks
Sales Funnels
Process Designer
Documents
Templates
Appointment Pages
Deals
Forecast & Quota
Deal Room
Inbox
Quotes
Calculus AI
Performance Insights
Reporting
Dashboard
Internal Collaboration
Calendar and Events
Actions
Video Conferencing Integration
Cases
SLAs
Customer Portal
FAQs
Mailroom
Agent Enablement
Emails
Webforms
Social Module
Landing Pages
SMS Campaigns
Email Templates
Short URL
Projects
Tasks
Inventory
Work Orders
Mobile App
Import & Export
Print and Email Templates
Customization
Aide
Enrich
User Management
Approvals
Workflows
Email
Phone
SMS
Video Conferencing
Google
All Integrations
Learn how to use Vtiger features with guided video tours
Integration video
Sage and Vtiger CRM integration
Export to Google Sheets and Vtiger CRM integration
naturalForms and Vtiger CRM integration
How-to video
How-to Navigate in Vtiger CRM
Set up services and rates in Vtiger CRM
Track big deals with no activity in Vtiger CRM
Capture and classify FAQs based on product, functionality etc. in Vtiger CRM
Get real time status of your support team in Vtiger CRM
Define stages that a case will go through from creation to closure in Vtiger CRM
Customize the layout so your agents see what they need to see in Vtiger CRM
Set up lists for your support team in Vtiger CRM
Automatically assign cases within a group in Vtiger CRM
Automate case creation and routing in Vtiger CRM
Set up support teams in Vtiger CRM
Setup time zone and operational hours for your teams in Vtiger CRM
Define response and resolution time targets based on priority in Vtiger CRM
Define transitions from resolved and wait states in Vtiger CRM
Capture required details at a case level for a filtered list of cases in Vtiger CRM
Capture totals, averages of key metrics and auto forward them to key stakeholders in Vtiger CRM
Set up support team roles in Vtiger CRM
Set up customer portal to promote self service in Vtiger CRM
Vtiger CRM: Dynamic fields & blocks
Vtiger: Opportunity line items
Vtiger CRM: Work Order Management
Vtiger CRM: Tags
Feature video
Marking & Erasing personally identifying information
Vtiger CRM: Configure encrypted data fields
Vtiger CRM: Email Opt-in requirements
Requesting double opt-ins from contacts in Vtiger CRM
Managing consents within Vtiger CRM
2wy sync between Vtiger and Gmail
Vtiger CRM: Inventory management
Vtiger CRM: New Mixed License Pricing
Vtiger CRM: Internal Surveys
Vtiger CRM: External Surveys
Vtiger CRM: print templates
2way sync between Vtiger & IMAP providers
Setup group mailbox in Vtiger CRM
Manage your sales without leaving Inbox
Vtiger CRM: Cname in Godaddy for Email Campaigns
Vtiger CRM: Cname records in outgoing server
Vtiger Enrich - Create or enrich contacts in Vtiger
