Find pages, features, and help articles.
Optimize the management of your project tasks and make collaboration between teams easy. Meet your project deadlines and impress your customers.
Whether you're working on a small personal project or managing a multi-team project for a customer, Vtiger's project management tools can help you get it done more collaboratively and faster.
Add new records like quotes and other modules from the Summary View. Available in Projects and Project Milestones.
Schedule your meetings with your contacts. Leverage this feature in both Projects and Projects Milestones as needed.
Create a project with any number of assignable tasks and milestones with due dates. Associate the project with a customer, case, or another entity to always be easily found. Then, attach files, collaborate, and track progress right from the project’s dashboard.
Users can automatically be notified on-screen, via email, or through calendars about approaching deadlines on tasks assigned to them. Use @mentions in comments to notify users on-screen.
Add comments on any project-related entity or from the project itself. All notes on related tasks roll up into the project’s main comments area for a comprehensive overview. Give customers access to the customer portal to share status updates.
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.