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Intelligently automate all processes to save time, drive sales, and streamline processes. Automate your team's repetitive tasks, enabling them to spend more time working on what's important.
Invoke custom functions to specify and execute common actions in the CRM via workflows.
Vtiger's Workflows automatically creates an assigned task and alerts the concerned support agent when a case demands a particular action.
Vtiger's Process Designer is a graphical interface to create systematic business workflows. It helps in creating, saving and publishing the workflows. Automatically triggers and executes the workflow in the CRM. Offers smart administration by easily translating flowcharts to real business workflows.
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.