Automate your Business with Vtiger CRM

Vtiger CRM help you automate your marketing, sales & support department through strong workflow and integrate with 3rd party application. That's mean you can automate your daily routine task and reduce manual data entry, eliminate redundancies and focus on your business.


Vtiger all-in-one CRM empowers you to align your marketing, sales and support teams with unified customer data powered by One View.


Sales Automation

  1. Integrate website, social media & B2B portals like IndiaMart with Vtiger CRM and get the leads directly in CRM

  2. Automate Lead scoring based on the information you have in the lead

  3. Create assignment rules and auto assign the leads to your sales person.

  4. Integrate WhatsApp, Email, SMS, & telephony and communicate with customer from CRM

  5. Create Playbook and automate your routine task from start of the deal to closed the deal.

Helpdesk Automation

  1. Create mailroom for the complaint emails you received from customer and convert those email to case.

  2. Create webform and integrate with your website for received complaint from customer

  3. Set up email alerts to remind you of case deadlines.

  4. Configure escalation emails to be sent on SLA violations.

  5. Manage all your warranty & service contract in CRM and relate it with your case.

Marketing Automation

  1. Use Preloaded templates or create one from scratch.

  2. Use ready components in our Drag-and-Drop Email editor to build emails that match your business needs.

  3. Segment your audience and send personalized campaigns

  4. Enable real-time alerts and tracking

  5. Use past campaign stats to improve future campaigns

  6. Automate follow-up emails with Autoresponders

  7. See engagements reflected automatically using Engagement Score


These Automations are allow businesses to run manual tasks, activities, and processes through a centralized system with less human involvement. Companies are able to achieve more with fewer resources.




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