Microsoft Teams + Vtiger CRM

Improve your team collaboration with Microsoft Teams advantage

If you are a Teams user, you can see your Vtiger account’s information from the Microsoft Teams. You can view contact and deal information from the Channel tab and add dashboards to your Personal tab.

Key Features of Microsoft Teams Integration

  • View Vtiger CRM's Dashboards in the Team's Channels.
  • Send Contact or Deal cards to teammates via the Channel conversation.
  • Find Contacts or Deals easily by just querying the Vtiger Bot.
  • Obtain the day’s agenda from the Vtiger Bot.
  • Schedule meetings from Contacts, Deals, Emails, Web Chats, and Events modules in the CRM.
  • Vtiger automatically updates invitee attendance once the event is marked as held.
  • Vtiger obtains the meeting recording URL and stores it in the event record once the event is marked as held.
  • Create and insert Teams meeting link while composing an email or from the Web Chats conversation.

Benefits of Microsoft Teams Integration

  • Search for Contacts by just asking the Vtiger Bot with name, phone number, or email address.
  • Calculus AI add-on analyzes the meeting recordings and offers you valuable insights.

Available in these editions:

All Editions

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