LIÊN HỆ TƯ VẤN
FEATURES > ACTIONS (NOTIFICATIONS)
Stay current with timely notifications and make smarter decisions
With Actions page, always stay up-to-date on your deadlines, meetings, follow-ups, etc., effortlessly. Take actions at the right time and stay ahead of the curve.
What is Actions in Vtiger?
Actions works like your own personal assistant reminding you of all the work-related activities from time to time. What’s more? It automatically reminds you about tasks and events so that you didn’t miss deadlines.
anchor
Stay on top of all your activities
Do away with setting up reminders. The My Actions tab lists all your calls, meetings, and tasks sorted according to urgency, so you do not miss out on them. Tick off completed activities directly from the notification.
anchor
Team collaboration made easy
Keep your discussions transparent with @Mentions. Mention your teammates, get the conversation history, reply to your mentions, and close conversations directly from Actions page. Search for mentions by filtering them by keywords, users, etc.
anchor
Stay informed about customer engagement
Make customer collaboration easy. Get notified about customers’ interactions with your emails and documents. Updates on the records you follow are shown under the Updates tab.
Be on the same page as them by knowing what emails and documents they viewed, downloaded, and reshared. Find out if the customer opened your email through the alerts on the Engagements tab.
You can also control which alerts should show up for you.
anchor
Keep up on the records that matter
Keep up on the records that matter
anchor
Work smart with Smart Alerts
Smart Alerts make it easy for managers to monitor team members. Save time on manual checks by setting up alerts on your teammates' deals, invoices, etc. Monitor their progress by getting notified every time there is a change.
anchor
Conform your alerts to your preferences
Customize all your alerts. Vtiger CRM allows you to set up Activity alerts, Engagement alerts, and Mentions. Choose what you want to be notified about and when. Set up alert channels and notification sounds to never miss an update.
CASE STUDIES
Why our customers love us
Năng suất bán hàn
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Automate
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
Customer base Growth
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
Ready to dive in?
Get started with Vtiger CRM
No credit card required. Cancel anytime.
EN 
VI