Vtiger CRM helps you to automate your daily routine activity related to sales, marketing, and customer service and giving you more time to concentrate on your customers. Strong Multipath workflows help you reduce manual data entry and eliminate redundancies.
By using it, you will have a 360-degree view of each customer. It can store all prospect information — over any duration of time — in a central database making it available across departments and providing simple and quick data access. This will result in less wasted time for clients and employees while dealing.
Features in Vtiger CRM
Contacts : Add all the details of your contacts
Organization : Add organization details of your contacts
Deals : Manage all of your ongoing deals
Quotation : Send beautiful quotation inside from CRM
Sales Order : List of orders you received from your customer
Invoice : Create invoice against your sales order
Product : List all the products you sell to your customer
Service : List all the service you sell to your customer
Price List : Define different prices for products and services
Purchase Orders : List all of order you sent to your vendors
Vendor : Add list of vendors you deal with
Forecast & Quotas : Set sales goals for your each sales persons
Manage all the complaints raised by your customers
Create FAQ for customers with their queries
SLA agreement between you and your customer
Manage warranty of sold products to your customer
Manage all the AMC of your customer
Create Self service portal for your customer
Leads : List all of your mass contacts you need for marketing
Campaign : Send promotional emails & SMS to your leads & contacts
Social : Connect your Facebook and Google Business
Templates : Design templates for campaigns, alerts etc.
Live Chat : Integrate chat for real-time conversations with client
Webform : Collect enquiries, complaints from your website
Generate sales report, service report etc.
Your sales team’s activities, performance
Help desk Insight
Your service team’s activities, performance
CRM actions and features at your fingertips
Automate your frequent or repetitive tasks
Integrates more than 500 business applications
Task : Managing your every-day tasks
Event : Manage all meetings with leads & contacts
Calls : Integrate telephony & log all calls between you & clients
Appointment : Create online meeting with your customer
Docs & Files : Store all of your documents and share it.
Project : Create & manage all your project progress
Take advantage of the mixed pricing to lower your cost
Pay for only what you use by having the lower Single App license for majority of your users, instead of the Standard license fee
Contact us today!