Capture leads and sales enquiries from websites, emails, social channels, phone calls, and trade fairs.
Automatically assign leads to agents based on location, deal size, availability, language, or other preferences.
Leverage Lead Scoring to identify the best leads you can pursue and prioritize follow ups.
Smart alerts ensure that you are notified about tasks and updates associated with a deal. You can pick-up a conversation right from where it was left off, regardless of the channel it was started on.
Nurture leads with automated Email and SMS campaigns. Analyse campaign performance, open rates, clicks, bounces and unsubscribes to tweak your messaging and targeting.
Schedule meetings in a single click without the hassle of back-and-forth emails. Pre-meeting reminders minimises chances of a no-show.
Gain deeper insights into your pipeline, open deals, territory performance and much more with sales insights and custom reports. Schedule reports to get them delivered right into your email inbox.
Vtiger pulls together all opportunities, factors in sales stage and probability of closing and shows how much revenue you can expect.
Understand how your sales reps’ spend their day, identify activities that lead to a win and coach your sales team to perform at its best.
Automate repetitive tasks such as assigning leads to sales reps, triggering autoresponder emails, follow-up reminders, and contract renewals.
Import data from CRMs in just a few clicks
Award winning customer service centered around enabling you to succeed.
Customizable at the click of a button to adapt to your people and process.
Designed to help your teams spend more time with customers and less on entering data.