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Vtiger’s Connections feature gives you a complete view of how Contacts, Leads, Organizations, and Vendors are linked, helping you track relationships and strengthen business interactions.
To establish relationships within the CRM, create links between records of Contacts, Organizations, Leads, or Vendors modules. Whether it’s a business partnership or a referral lead, easily map out relationships to better understand how entities are connected.
Update or edit details of the previously established connections. Whether a contact changes an organization, a vendor becomes a partner, or a new stakeholder is introduced, you can easily modify the connections to keep your CRM data accurate and relevant.
Unlink associations between the records when they are no longer relevant or required. Whether a business relationship ends, a vendor contract is discontinued, or an employee moves to another organization, removing outdated information keeps your CRM up-to-date and clutter-free.
A support agent at a telecom company receives a complaint from a vendor about a service outage. Using Vtiger Connections, the agent sees that the vendor is linked to a high-value enterprise customer. The agent prioritizes the case and proactively informs the enterprise customer about the issue before they file a complaint.
A sales rep at a software company is pursuing a lead at ABC Corp. Using Vtiger Connections, they discover that a key decision maker at ABC Corp. previously worked at XYZ Inc., an existing customer. The rep connects with their contact at XYZ Inc. to gain insights, make the outreach more personal, and increase the chance of closing the deal.
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.