Features for every business needs

Vtiger CRM helps businesses streamline their operations and enhance performance by providing quality tools and functionality across Sales, Help desk, and Marketing teams.

vtiger features theme

Journey view

Get a unified view of the entire customer journey map. Check out the sales stages, tasks, interactions, queries, and transactions to simplify workflows.

Email sequences

Optimize your outbound sales campaigns by sending pre-defined sequences of emails to clients. Use personalized templates and trigger emails to save time and boost productivity.

Unified Deal view

Get all the information related to contacts and deals in a single unified window at a glance. No need to open multiple pages or windows - save time and stay organized.

Deal contact role

Sales team members can understand the role of contact in closing a deal and personalizing pitches for better conversions.

Group Mailboxes

It’s convenient to set up shared mailboxes for emails between sales team members to boost operations transparency. Admins can set up group mailboxes and assign members from specific teams.

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Contact management

Get a complete view of all your customers, including details such as name, phone number, prior communications, and account history.

Deal management

Keep track of where your deals stand with opportunity management. Check out the current status, cases, previous conversations, and scheduled meetings.

Schedule appointments

Take control of scheduling your appointments. You can schedule a meeting with just a couple of clicks and share it with prospects or clients.

Forecasts & Quotas

Plan your sales cycle, manage targets, and monitor team performance by setting up forecasts and quotas. Intuitive and accurate, it's a great way to stay on the top of your sales game.

Manage Quotes

Create quotes - put in all essential information such as product details, prices, taxes, terms, and discounts. Use pre-built templates and customize them for client requirements.

Journey view

Get a unified view of the entire customer journey map. Check out the sales stages, tasks, interactions, queries, and transactions to simplify workflows.

Email sequences

Optimize your outbound sales campaigns by sending pre-defined sequences of emails to clients. Use personalized templates and trigger emails to save time and boost productivity.

Unified Deal view

Get all the information related to contacts and deals in a single unified window at a glance. No need to open multiple pages or windows - save time and stay organized.

Deal contact role

Sales team members can understand the role of contact in closing a deal and personalizing pitches for better conversions.

Document engagement

Sales representatives can check out the statistics for client engagement with essential documents such as quotes, emails, or marketing collateral.

Quote discount approvals

Manage customized quotes with discount approvals for particular client categories and automate workflows.

Vtiger Calculus AI

Calculus, an AI-based feature, predicts and recommends the next actions based on the conversation analysis. This helps your teams to work smarter and improve customer experiences!

Group Mailboxes

It’s convenient to set up shared mailboxes for emails between sales team members to boost operations transparency. Admins can set up group mailboxes and assign members from specific teams.

Notifications - Smart alerts

Since timing is vital for sales, managers can enable alerts in the notifications center. It helps to keep track of emails, follow-ups, and scheduled appointments.

Reports

Extract relevant data and generate reports to get an overview of all customer-related activities. Analyze information at a granular level by applying filters and tracking essential performance metrics.

Sales dashboards

Analyze the performance of each sales member by getting a real-time view of ongoing activities. Customized sales dashboards display critical sales and support metrics, reports, and charts for better decision-making across all levels.

Vtiger Enrich

Save time on finding and updating profiles on CRM with Vtiger’s Enrich Google extension. It works by exporting contact information from social media profiles of LinkedIn.

eSign integration

Keep records up-to-date by sending a PDF document to clients for electronic signatures. Users can track all transactions with contacts, vendors, and organizations and update the status by attaching the eSign record.

Sales Analytics & Insights

Sales Insights in Vtiger help Sales leaders to manage their team's performance, sell smarter and close more deals with key performance metrics like Sales activity, Sales pipeline, and Sales results.

User management

Add and manage your employees as CRM users with a role hierarchy. Administer them by granting permissions to access information and perform tasks as per their roles.

Workflow automation

Automate your sales team's process and repetitive tasks using workflows at every sales stage to save time.

Journey Templates

Each journey template consists of a sequence of journey tasks that sales reps must complete in each sales stage. Add journey tasks to each deal stage and monitor the progress of a deal.

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Project management

Create and manage projects by assigning tasks, allotting time-based milestones and due dates. Monitor progress through Gantt charts and share the live customer portal's status to communicate about clients' progress.

Task management

Assign tasks to the users or groups and track status, progress, and duration to get work done much faster, which should be accomplished within a defined deadline.

Inventory control

Manage vendors, track stock levels, build quotes, and send invoices to ensure efficient inventory control. Build price books based on customer segments and track online payments for streamlined operations.

Mobile app

Access CRM data on the move with mobile applications for iPhone, iPad, and Android device users. Team members can access contact records in offline mode and view nearby prospects' locations to plan the workday efficiently.

Integrations

Transfer data faster and boost team collaboration as Vtiger integrates with over 500 vital business applications. Integrations with Gmail, Zapier, Office365, and Mailchimp save time and improve work productivity.

Approvals

Approvals in Vtiger CRM allows you to create and automate the business processes by simplifying the required clearances from the administrators or process owners.

Telephony integration

Communicate with your customers directly from your CRM screen with several preloaded telephony service providers such as Twilio, Plivo, Asterisk, etc.

SMS integration

Send SMSes from Vtiger CRM to your prospects and clients with preloaded SMS gateways such as TextAnywhere, SMS99, Solutions Infini, etc., to enhance your sales, marketing and support efforts.

Work orders

Create and manage work orders and add service appointments as per customers' requests. Integrate with Cases, Service Contracts, and other modules.

Import and export

Import contacts easily and records directly into the modules. Field mapping, duplicate handling and bulk export make the data transfer easy.

Templates

A wide collection of preloaded email templates in Vtiger saves time and helps in sending personalized emails. Print templates make the documents customizable and print easily.

Dialer and Click-to-call

Click-to-call allows the users to make calls by just clicking on the number associated with the records. Built-in phone dialer on your CRM screen enables you to make calls easy by typing the numbers.

Kanban view

Display the records like tasks, deals, events, etc., in card-based view as a visual storyboard to arrange the information in a much organized manner.

Mailroom

Mailroom automates actions on your incoming emails by creating automated tickets, deals, and tasks. It attaches incoming customer emails to their records.

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