With the promise of generative AI finally coming to fruition, 2023 might have been the most interesting year in the past two decades. AI is transformational for the many who are willing to tap its capabilities to be more productive and effective.
At Vtiger, in our quest to deliver more value, we have added several significant capabilities to help users, developers, and administrators.
AI Enhancements
AI-generated summary of Calls, Emails, and Chats
AI-generated review of Calls, Emails, and Chats for Coaching
Email subject suggestion
Email content generation
Automatic Case categorization
Rephrase of text for Chat agents
Natural language querying support
For Sales teams & Customer Service teams
Gamification
Targets on any metric
New channels: Telegram
More for Sales teams
CPQ
Revenue schedules
Price guidance
For Inventory teams
For multi-warehouse support: Stockroom
QR code
Industry-specific solutions
Custom-designed Field Sales Apps (for CPG and Retail industries)
For Admins
To configure advanced flows: Process designer improvements
To protect data: Masking of sensitive data from selected users
To make stock updation easy, the Stock Management settings page
For Developers
Add-on Publisher
Insights Designer
VTAP enhancements
We have also added several new courses on Vtiger Academy to make it easy for your teams to get onboarded to Vtiger.
As we enter 2024, we would like to hear from you about what you want to see. Whether you are using Vtiger Open Source or Vtiger Cloud or planning to use a CRM in the future, please tell us what you would like us to work on or improve by clicking here.
Webinar & Videos
Upcoming Webinar on Vtiger’s Holiday Offers and Choosing Your Edition
Join us for an insightful session on our holiday offers as we elaborate on the exciting deals and guide you in choosing the right Vtiger edition.
Date & Time: Thursday, December 14th - 1:00 PM CST
Upcoming Webinar on Vtiger’s Holiday Offers and Choosing Your Edition
Join us for an insightful session on our holiday offers as we elaborate on the exciting deals and guide you in choosing the right Vtiger edition.
Date & Time: Thursday, December 14th - 1:00 PM CST
The Vtiger Blog
Effective stock management helps businesses meet customer demands, minimize stockouts or overstocks, and ultimately contribute to the overall efficiency of the supply chain.
Vtiger’s Stockroom Add-on aids you in tracking and managing product stock at different locations – like the stock in warehouses and your vehicles. You can add stockrooms that belong to your company as well as your distributors. Vtiger provides two Stockroom types - Warehouse and Van to manage the stock in-store and stock on the move.
Effective stock management helps businesses meet customer demands, minimize stockouts or overstocks, and ultimately contribute to the overall efficiency of the supply chain.
Vtiger’s Stockroom Add-on aids you in tracking and managing product stock at different locations – like the stock in warehouses and your vehicles. You can add stockrooms that belong to your company as well as your distributors. Vtiger provides two Stockroom types - Warehouse and Van to manage the stock in-store and stock on the move.
In our fast-paced world, time-saving tools are essential for streamlining tasks. The Import feature stands out as it helps manage data effortlessly. It reduces our workload and makes us more efficient.
Importing data is a game-changer, especially when managing large datasets or transferring information to Vtiger from various systems.
Updating CRM records with the latest data from an updated database is crucial. You can automate the process in Vtiger to save time. It also ensures accuracy and consistency across the CRM, eliminating the hassle of manual updates while seamlessly integrating new data.
Using advanced controls, such as Duplicate Checks and Import Merge functionalities, also help proactively address a business's specific use-case requirements.
For these reasons, the import feature earns its place as my favorite—a true time-saver and efficiency enhancer.
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