Automate repetitive tasks
Create if-then rules that automate repetitive but important tasks. These look for a trigger you define, such as an opportunity being idle for 48-hours, or an invoice being created, and once triggered, can send an email, create a task, update a record, or send an SMS message.
Automatically create leads and contacts from website form submissions
Link Vtiger to a forms on your website to automatically create leads or contacts from form submissions. All form field information automatically maps to corresponding fields in Vtiger.