In 3 screenshots or less!

View your deals by stage and take action. Managers can also view by the owner or other attributes.

Move a deal to the next stage or another pipeline using drag-and-drop action.

Filter deals by the team, amount, timeframe, & more.

View Contact details in Deal One view.

View Organization details in Deal One View.

View cases created for a Deal in One View.

Enable internal comments to view the discussions held on a deal.

Use Customer Touchpoints to view customer interactions across Emails, Phone calls, Chats, Meetings, etc.

View updates made on a deal record by enabling the Updates option.

Identify contacts who play a role in your deal and differentiate the stakeholders.

Use historical data to determine if your sales team is ahead or behind. Vtiger surfaces essential aspects of a deal, such as engagement scores, overall sentiment scores, winning chances, and the expected closing dates.

Obtain a bird's eye-view of the engagements completed on this deal.

Display revenue line items associated with a deal using the Items widget. Also, you can add products or services as line items to a deal.

Create a quote for a deal with just two clicks.

Prospects rarely respond to the first email. Increase response rate and save time by automating follow-ups. Define a sequence of emails personalized to a specific target audience.

Choose triggers (opened/did not open) for each stage and launch sequence with one click.

View stats on recipients list.

Set up tailored playbooks for different pipelines

Add tasks that you would like the rep to perform in each stage.

Set dependencies between specific tasks.

Create MeetMe pages for individual sales-reps, auto-assigned for jobs such as demos, and Group for Events such as webinars and conferences.

Block time before and after events for preparation and wrap-ups.

Add questions to get the information you need from registrants.

Insert the appointment page link when sending emails or SMS messages.

Your prospects can pick the best time for them and submit them. Voila!

Bring together all email conversations between your clients and the Sales team to one place - Vtiger Group Mailbox !

Act on your email today! Write an email, Add reminders, Mark as done, Make private, etc.

Act on your email today! Write an email, Add reminders, Mark as done, Make private, etc.

Setup discount thresholds for different roles.

Choose one or more approvers. The approver can be a specific individual or L1, L2, L3 supervisors.

Sales Rep will not be able to make edits when approval is pending.

The approver can approve or reject in one click, and add notes to provide feedback when needed. They can do this from Mobile App, Actions page in App, or Email.

Create an Esign document for a quote with a click of a button.

You have the option of selecting an existing Esign document or to create one from scratch.

Use Esign Documents to add multiple signatories to the documents you share with your customers - sales proposals, purchase orders, invoices, and more.

Get notified when your customer opens, downloads, reshares, or clicks a link in the document shared.

Get notified when your customer adds a comment in the document shared

Reach out to a customer by clicking the Do button.

Reach out to a customer instantly by email, call, or SMS, or log a meeting you had with a customer.

Don't miss follow-ups with your prospects. Schedule emails, events, and tasks through the Reach out later option.

Create records in other modules or attach documents or quotes.

Let us help you connect. Vtiger monitors time frames and recommends the best time to reach out to a contact.

Let us help you connect. Vtiger monitors time frames and recommends the best time to reach out to a contact via email.

As a Sales rep, how are you doing on key metrics? My Sales Dashboard is your mirror and shows leading indicators that you might need to improve to increase the win rate.

Customize to choose the metrics that are important for you.

Filter by pipeline and timeframe.

As a Sales manager, you can see top performers in win rate and activities performed, lost reasons & more.

Customize to choose the metrics that are important for you.

Filter by teams, pipelines and timeframe.

Create or enrich contacts in Vtiger directly from their social profiles.

Update contact information with the latest from their social profiles.

Easily import contact data from social channels into Vtiger CRM. Note: You can enable the option "Show only contacts that are in CRM" to avoid duplicates.

Create a contact directly from Gmail and assign it to your sales rep for a follow-up.

Track and prioritize your deals by editing or updating their status from Gmail.

Track and prioritize open cases by editing or updating their status from Gmail.

Use the Navigation option to reach your customer's meeting site quickly.

Extract data from business cards using Vtiger 360 and save it to Vtiger CRM as a Contact/Lead.

Record voice notes from the Comments section. Save time on jotting meeting minutes and keynotes.

Connect with your team members using @mentions. Get real-time push notifications on upcoming events, tasks, and much more.

Don't miss out on your sales targets! Set up forecasts and quotas for your sales team.

Adjust your team member's forecast on specific deals, without changing the Deal Amount.

Use filters to display forecasts and quotas on the basis of different metrics such as financial periods, forecast types, etc.

Customize your forecast categories.