Vtiger Gmail add-on/plugin - Get a 360° view of your contact from a convenient sidebar inside of Gmail on all of your devices.
The Gmail Add-on brings Vtiger CRM right into your inbox, intelligently furnishing customer insights based on messages you receive to help you get things done faster. More importantly, the add-on saves you time by letting you complete actions right from your inbox without toggling applications and interrupting your workflow.
Features
- 2-way sync between Gmail and Vtiger CRM.
- See a contact's or lead's entire profile and history inside Gmail.
- Add or associate existing Vtiger contacts to the email that you receive.
- See a complete contact history, add comments, archive the email, update an opportunity or even respond to a case.
- Quickly create a lead or contact, and assign it to a salesperson.
- See or add new notes, opportunities, events, tasks, or other information.
- Track case history, respond to and close cases within Gmail.
- Archive an email for future follow-ups.
- Create follow-up meetings and view upcoming events.
- Attach emails to the contact record.
- Go-To Actions allows users to easily execute assigned actions with just a single click on Action buttons or Inbox Actions.
Benefits
- Organize emails and manage communication seamlessly with customers.
- Add comments to collaborate with your team.
- Create follow-up events and build better client relationships.
- Get insights about your contacts, which is especially helpful when you meet or discuss.
- Helps users accomplish their tasks within Gmail only.
- Saves time for users and Avoids implementation efforts.
Available in these editions:
Sales Starter
Sales Professional
Sales Enterprise
One Pilot
One Professional
One Enterprise
