Connect with your team members using @mentions and get real-time push notifications on upcoming events, tasks.
Synchronize recent updates in Vtiger 360 before heading out for a sales meeting to access the data offline. Access or modify records you own in offline mode and synchronize when you are online.
As a salesperson, you can use the nearby prospects map view widget to locate the prospects in the vicinity of the current location, enabling you to set up meetings with your nearby customers and prospects quickly.
View contact or organization profile scoring on a scale of 1 to 5 stars based on scoring matrix configured by the administrator and prioritize follow-ups.
Dynamic dependency allows you to keep your record views organized by showing fields only when specific business rules are met.
Plan your customer visits faster with Vtiger 360’s GPS enabled features that show your customer sites on the map and let you check-in when you get there. You can also find all the tasks and meetings in a single calendar view.
Upload any document to Vtiger 360 and share it with your clients. You can also upload a document already uploaded via Vtiger web and share it via the Vtiger 360.
Save time on jotting meeting minutes, keynotes, or any other reports just by recording a voice note from the comments section.
Scan a business card and the relevant fields will be filled automatically and letting you create a contact right away.
A mobile CRM provides a much alternative than mobile web browsing. Web browsing requires more time to launch and makes you to wait for the site to load, whereas the mobile app takes less time to start since most of the information is stored in the application and making it function offline
With mobile CRM you can stay on top of the latest developments with your team, capture great ideas on the go. Field sales reps can quickly send things for approval. Log meeting minutes, and contribute feedback with comments
A mobile CRM provides easy access to upcoming meetings, offers easy navigation to the target location, internal interaction with the team, real-time access to your customer data.