Computerise and Automate business
Comp-U-Graphics
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
Sales
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
Services
Cases
Manage all the complaints raised by your customers
Knowledge Base
Create FAQ for customers with their queries
SLA
SLA agreement between you and your customer
Assets
Manage warranty of sold products to your customer
Service Contract
Manage all the AMC of your customer
Self Portal
Create Self service portal for your customer
Marketing
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
Productivity
Report
Generate sales report, service report etc.
Sales Insight
Your sales team’s activities, performance
Help desk Insight
Your service team’s activities, performance
Mobile App
CRM actions and features at your fingertips
Workflow
Automate your frequent or repetitive tasks
Integration
Integrates more than 500 business applications
General
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
Contact us today!
Vtiger CRM integrates with more than 500 business applications
Communication
Asterisk
Knowlarity
Ozonetel
Exotel
Telzio
ViciDial
IMI Mobile
Duocom
Solutions Infini
Twilio
Plivo
Clickatell
Gupshup
SMS 99
India SMS
Textlocal
Telegram
Text
Anywhere
Wablabs
Emails & Storage
Gmail
Microsoft Outlook
Microsoft Exchange
Google Drive
Dropbox
Meeting Solution
Google Meet
Microsoft Teams
Zoom Meetings
Zoom Connect
Webex
Jio Meet
Payment Gateway
Razorpay
Stripe
Paypal
Authorized.net
Instamojo
MYOB
Accounting
Tally
QuickBooks
Xero
Sage
Social
X (Twitter)
B2B Portal
IndiaMart
Google My Business
Marketing
Mailchimp
Google Ads
Sharp
Spring
E-Commerce
Magento
Woo Commerce
Productivity
Office 365
Google WorkSpace
Survey
Survey Anyplace
Data Enrichment Tool
Hunter.io
Clearbit
Miscellaneous
Constant Contact
Google Maps
Open
Weather
Digital Sign
Zoho Sign
DocuSign
Integration Tools
