Vtiger CRM

Features 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.