Vtiger CRM

Vtiger CRM Vtiger CRM is designed for users of Vtiger CRM Cloud edition version 9

Main features

* Agenda of the day

* Real-time notifications

* Meeting and task reminders

* Quotes or other records that require your approval

* Messages that mention you or groups you are part of.

User actions

* Check-in feature with geo-fence tracking.

* Browse feature for directions to the meeting location.

* Scan business cards

* Accept/Reject soli7up Down domeapproval quotes

* Add comments and mention colleagues/groups.

* Add list shortcuts to home page.

* View your contacts, deals and all CRM records (except Settings)

* Creation or update of all CRM records (except inventory modules)

* Attach Vtiger or device documents to emails sent from Vtiger 360.

* Customize the application menu.

* Calendar view

* Task View

* Kanban View for offers and tasks

* View contact or organization profile scores on a scale of 1 to 5 stars based on the scoring matrix configured by your administrator.

* Dynamic fields in form creation and editing to simplify forms by showing only relevant fields.

Note: This app only supports the cloud version of Vtiger. Visit vtiger.com to sign up for an account.