Equip your team with the tools for sales success
Simplify pipeline management
When you spend most of your time working with deals, the Kanban helps you find, prioritize, and act on them more easilyLearn More
Accelerate deal nurturing
Use useful tools accelerate every step of working with a contact, from lead capture to quote approval, invoice generation and beyondLearn More
With collaboration tools like chat boxes and reminders built into everything, you'll be able to harvest the collective knowledge of your company to chart the best path forwardLearn More
Automate anything repetitive
Spend less time on the mundane stuff with automations that do things like remind you to follow up, import your emails, update deal records, and much, much more.Learn More
Find your most valuable leads, with lead scores
Not all leads represent the same potential value. Lead scoring ranks your leads based on their profile characteristics and engagement, so that you can spend more of your time with the ones that are most likely to generate the highest value deals
Find your deals at risk of attrition, with idle deal notifications
Get notified by a marker in the Kanban view, via pop-up notification, and via email, whenever a deal goes idle and is at risk of leaving you
Find any deal with pipeline visualization, sorting and filtering
Visualize your open deals as summary cards laid out in a Kanban view of your sales stages or other important deal parameters. Then, sort and filter them to find the one you’re looking for
Accelerate every step of deal nurturing
See a complete history of each contact in one centralized place
Vtiger automatically logs emails, phone calls, notes, deals, and other records related to each contact, subsequently making research effortless, so that you can spend more of your time selling.
Schedule appointments effortlessly
Do away with the back-and-forth emails that usually accompany appointment scheduling. Just share a link to your appointment page to let your contacts choose a time from the free time on your calendar.
Reach out instantly, with one-click emailing and calling
Ready to engage? Place a recorded call or start an email from any contact’s record in just a click. With emails, you can start from scratch or work from a pre-built template that fills in relevant contact information. Then, attach a doc or file from Vtiger’s document management system. Afterward, see a contact’s communication history right inside their record.
Share deal-related documents that you can collaborate on in the browser
Share marketing, sales and other documents with built-in collaboration tools that let you converse directly on documents with contacts. Any engagement with a document is tracked down to the second, per page. with those documents are tracked by person, to the second, on every page.
Build and send quotes, convert them to invoices, and request payments in just clicks
Create a quote in just a few clicks. If it has a discount that needs management approval, Vtiger automates the entire approval process down to just a few seconds. Once approved, send the quote to the customer. And if they accept the quote, convert it to an emailable invoice that’s synced with Quickbooks.
Win more of your deals
with smart, collaborative tools
Follow up at the right time with contact engagement notifications
Spend more time nurturing customers.
Automate everything else.
Always work with the most up-to-date, complete picture of every contact, with automatic email, phone call, chat, and other record capture.
Accelerate deals by getting them to the right team member instantly, automatically, as soon as it’s created - via round-robin, deal-load, or other rules.
Nurture contacts with the right message at the right time, with event-based, or time-based drip campaigns and autoresponders email delivery.
Get notified automatically whenever a contact or deal you follow is updated, or when certain conditions are met like high value deals reaching the closed state.
Never let another conversation or deal slip through the cracks, with automatic reminders to follow up with idle deals, and manual ones on anything you want to follow up on.
Accelerate quote approvals with an automated process. Vtiger detects when an approval is required, notifies the right approvers for the scenario, and simplifies how they approve.
Eliminate the back and forths that come with scheduling meetings. Just share a link to your appointment page to let your contacts book the best time for them, on your calendar.
Record creation & updates
Save time by letting Vtiger automatically update contacts and deals whenever programmable by a rule.
Reporting & Insights
Vtiger can automatically build and deliver scheduled pre-built insights or custom reports to employees and managers via email.