Vtiger CRM

Key Features

* View your agenda for the day.

* Get all the important information for a record at a glance with One View.

* Get Real-time notifications for actions in the CRM.

* Get Meeting & Task reminders.

* Review Quotes or other records that require your approval.

* View and reply to comments that mentioned you or groups you a part of.

* Use Calculus AI + GPT to compose email replies and get insights on your data. (Requires Calculus AI add-on to be installed)

User Actions

* Check-in feature with geo-fence tracking.

* Navigate to get directions to meeting location.

* Scan business cards.

* Accept/Reject approval requests.

* Sync your call logs to your Calendar on Vtiger.

* Add comments and mention colleagues/groups.

* Viewing your Contacts, Deals, and all CRM records.

* Creating or updating all CRM records.

* Attach Vtiger documents or from the device to Emails.

* Calendar View.

* Tasks View.

* Kanban View for Deals and Tasks.

Note: This app only supports Vtiger CRM Cloud Version 9 and above. Please visit vtiger.com to signup for an account.