Get up to speed on each relationship faster, with a 360-degree history of your contacts
Everything about a contact in one convenient view. This includes detailed contact info, emails and call recordings, their purchase history, docs and collaborative notes from other team members, and more. When you’re ready to reach out, start an email or a phone call in just a click.
Never lose track of your high priority deals, with a visualized sales pipeline
See deals that need your attention, with an at-a-glance view of the sales pipeline. This includes key information like days until a deal’s expected close date, and upcoming events. You can drag and drop deals to move them between stages, or click into a deal to explore it in more detail and engage.
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.
Accelerate closure-to-payment, with quoting, invoicing, and payment requests
When an opportunity matures, create a quote and email it to relevant contacts. If the quote is accepted, transform it into an invoice and send it in just a click. Afterward, request an online payment through Authorize.net or PayPal, which automatically tracks against outstanding invoices so you know what’s paid and what’s due.
Your accounting team will be happy – too, as all this information is automatically sync-ed with popular accounting software like Quickbooks and Xero.
Dive deep into the data with custom reports and forecasts
Build reports and forecasts in just a few clicks. Forecasts automatically build from your open opportunities and let you to see best and worst case scenarios, so that you can plan more effectively. Meanwhile, reports let you analyze historical purchase, team performance, and other data to spot trends and identify new opportunities.