Breathe new life into sales and marketing documents

Centralize, share, collaborate on, track, and optimize marketing and sales documents. Additionally, integrate with Dropbox and Google Drive for more free space.

vtiger documents

What is document management?

Document management is the process of receiving, sharing, tracking, storing and organizing documents more effectively.

private collaborati

Collaborate privately with contacts on sensitive documents through the document viewer

Exchange messages right on the document viewer. Need to involve someone else? Invite them using the share button. CRM users receive in-CRM notifications of new comments, while other contacts receive email notifications. This keeps everyone in the loop driving deals forward.

Collaborate internally to improve documents

Share knowledge about how to improve document use, or documents themselves, through the document's internal comments box. Use @mentions of people or teams to draw their attention to the conversation.

document integration

Integrate with Dropbox and Google Drive

Get virtually limitless storage, and share files with those outside the organization by integrating with the most common third-party file-sharing providers.

Case studies

Why our customers love us

propel

Take flight

PropelCare relies on Vtiger Help Desk to ensure light enthusiasts are not left in mid air.

aurik

Aurik

Aurik gets complete visibility into business operations by running on Vtiger's cases and tickets.

hackerearth

Hack growth

Hacker Earth accelerated growth by switching from Salesforce to Vtiger.

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Start your free trial today.