Vtiger CRM

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

Key Features

* Agenda for the day

* Real-time notifications

* Meeting & Task reminders

* Quotes or other records that require your approval

* Messages that mentioned you or groups you are in.

User Actions

* Check-in feature with geo-fence tracking.

* Navigate feature to get directions to meeting location.

* Scan business cards

* Accept/Reject approval requests

* Add comments and mention colleagues/groups.

* Add list shortcuts to home page.

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

* Creating or updating all CRM records (except Inventory modules)

* Attach Vtiger documents or from the device to Emails sent from Vtiger 360.

* Customize the App menu.

* Calendar View

* Tasks View

* Kanban View for Deals and Tasks

* View Contact or Organization profile scoring on a scale of 1 to 5 stars based on scoring matrix configured by Administrator.

* Dynamic fields in creating & edit forms to simplify forms by showing only the relevant fields.

Note: This app only supports the cloud version of Vtiger. Please visit vtiger.com to signup for an account.