Features for every business needs

Vtiger CRM helps businesses streamline their operations and enhance performance by providing quality tools and functionality across Sales, Help desk, and Marketing teams.

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FEATURES

Artificial Intelligence (AI)

Analytics & Intelligence

Communication & Collaboration

Sales Automation

Leads and Contacts

Get a complete view of all your customers, including details such as name, phone number, prior communications, and account history.
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Playbooks

Each playbook consists of a sequence of tasks that sales reps must complete in each sales stage. Add tasks to each deal stage and monitor the progress of a deal.
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Sales Funnels

Acquire leads and build lasting relationships. Use landing pages, web forms, email campaigns, and personalized sequences to generate and nurture leads.
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Process Designer

Use the Process Designer to design, automate, implement, manage, monitor, and optimize your business processes.
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Sales Enablement

Documentation

Sales representatives can check out the statistics for client engagement with essential documents such as quotes, emails, or marketing collateral.
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Email Templates

A wide collection of preloaded email templates in Vtiger saves time and helps in sending personalized emails.A wide collection of preloaded email templates in Vtiger saves time and helps in sending personalized emails.
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Appointment Pages

Take control of scheduling your appointments. You can schedule a meeting with just a couple of clicks and share it with prospects or clients.
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Print Templates

Print templates make the documents customizable and print easily.
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Pipeline Management

Deals

Keep track of where your deals stand with opportunity management. Check out the current status, cases, previous conversations, and scheduled meetings.
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Forecast & Quota

Plan your sales cycle, manage targets, and monitor team performance by setting up forecasts and quotas. Intuitive and accurate, it's a great way to stay on the top of your sales game.
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Deal Room

A customer-facing microsite to capture buyers’ journeys and optimize the sales process.
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Sales Engagement

Inbox

Enhance teamwork through a shared inbox that can be accessed by all sales representatives. Emails in the team inbox are visible across the team and help members collaboratively.
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CPQ - Configure, Price, and Quote

Create quotes - put in all essential information such as product details, prices, taxes, terms, and discounts. Use pre-built templates and customize them for client requirements.
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Artificial Intelligence (AI)

Calculus AI

Calculus, an AI-based feature, predicts and recommends the next actions based on the conversation analysis. This helps your teams to work smarter and improve customer experiences!
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Chatbot

Vtiger Chatbot enhances customer interactions by swiftly resolving queries with LLMs, allowing easy training for precise responses from business knowledge.
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Prompt Builder

Empower your Sales, Marketing, and Help desk teams with an AI assistant tailored to perform various tasks.
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Bot Management

Analyze queries, improve responses, and generate insights to improve a bot’s performance.
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Analytics & Intelligence

Performance Insights

Xem trang tổng quan thông tin chi tiết để biết số liệu thống kê về nhóm và đường ống. Tạo động lực cho các đại lý hoạt động tốt nhất và hình dung tình trạng của đường ống bán hàng thông qua các biểu đồ và bảng chính xác.
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Reporting

Xây dựng báo cáo toàn diện từ dữ liệu thời gian thực để tìm hiểu về sản phẩm, mục tiêu bán hàng, hiệu suất nhóm và cơ hội. Xuất báo cáo hoặc biểu đồ nhanh chóng và lập lịch báo cáo định kỳ tự động để tiết kiệm thời gian.
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Dashboard

Phân tích hiệu suất của từng thành viên bán hàng bằng cách có được cái nhìn thời gian thực về các hoạt động đang diễn ra. Bảng điều khiển bán hàng được tùy chỉnh hiển thị các số liệu, báo cáo và biểu đồ hỗ trợ và bán hàng quan trọng để đưa ra quyết định tốt hơn ở tất cả các cấp.
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Communication & Collaboration

Internal Collaboration

Các thành viên trong nhóm có thể giao tiếp và cộng tác nội bộ để cung cấp dịch vụ chất lượng tốt hơn cho khách hàng.
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Calendar and Events

Quản lý lịch của bạn một cách hiệu quả, lên lịch các cuộc hẹn và công việc chỉ trong vài cú nhấp chuột. Người dùng có thể tạo các nhiệm vụ liên kết với hồ sơ và nhận thông báo bật lên dưới dạng lời nhắc cho các sự kiện quan trọng.
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Documentation

Tập trung tất cả các tài liệu tiếp thị và bán hàng quan trọng để đảm bảo rằng các thành viên trong nhóm có thể truy cập chúng. Kiểm tra mức độ tham gia tài liệu của người liên hệ của bạn để hướng dẫn cuộc trò chuyện bán hàng tiếp theo và cung cấp dịch vụ tốt hơn.
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Inbox

Enhance teamwork through a shared inbox that can be accessed by all sales representatives. Emails in the team inbox are visible across the team and help members collaboratively.
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Actions - Alerts & Reminders

Trang Vtiger Actions hoạt động như một trợ lý của bạn bằng cách đưa tất cả các thông báo, cảnh báo và lời nhắc vào một nơi để thực hiện hành động vào đúng thời điểm.
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Video conferencing integration

Tích hợp Google Meet, Zoom Meet, Microsoft Teams và Webex với Vtiger CRM để có các cuộc trò chuyện với khách hàng hiệu quả.
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Helpdesk Automation

Cases

Managers can prioritize cases automatically and guarantee customer support in compliance with service-level agreements.
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SLAs

Use SLAs to set targets for responding and resolving customer issues within a specified time.
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Customer Portal

Users can easily view or submit issues, check out frequently asked questions, and view pending status updates on the navigable self-service portal.
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FAQs

Gain access to a comprehensive knowledge base that helps provide quick solutions to common customer problems.
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Mailroom

Mailroom automates actions on your incoming emails by creating automated tickets, deals, and tasks. It attaches incoming customer emails to their records.
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Live Chats

Facilitates real-time chat engagement with website and social media visitors, all within the CRM platform.
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Marketing Automation

Email Campaigns

Personalized email templates can help you target the right audience. Engage with customers by sending triggered sequential emails and get email insights through detailed analytics.
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Webforms

Add new visitors as leads when they fill up your customized web form. Embed webforms on your website for better lead scoring and nurturing.
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Mô-đun xã hội

Monitor and engage your customers on social media platforms (Google My Business, Facebook, Twitter and Instagram) via the Vtiger CRM.
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Landing Pages

Create, edit and publish specific yet responsive web pages with CTAs easily using a simple Drag and Drop action.
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SMS Campaigns

Send SMSes from Vtiger CRM to your prospects and clients with preloaded SMS gateways such as TextAnywhere, SMS99, Solutions Infini, etc., to enhance your sales, marketing and support efforts.
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Email Templates

URL ngắn

Secure, reliable URL shortener with inbuilt UTM code builder. Cut down the length of website links by reducing unwanted parameters.
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Productivity

Projects

Create and manage projects by assigning tasks, allotting time-based milestones and due dates. Monitor progress through Gantt charts and share the live customer portal's status to communicate about clients' progress.
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Tasks

Assign tasks to the users or groups and track status, progress, and duration to get work done much faster, which should be accomplished within a defined deadline.
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Inventory

Manage vendors, track stock levels, build quotes, and send invoices to ensure efficient inventory control. Build price books based on customer segments and track online payments for streamlined operations.
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Work Orders

Create and manage work orders and add service appointments as per customers' requests. Integrate with Cases, Service Contracts, and other modules.
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Mobile App

Access CRM data on the move with mobile applications for iPhone, iPad, and Android device users. Team members can access contact records in offline mode and view nearby prospects' locations to plan the workday efficiently.
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Targets

Improve performance with Vtiger's Targets Add-on by conveniently setting targets for user activity.
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Administration

User Management

Add and manage your employees as CRM users with a role hierarchy. Administer them by granting permissions to access information and perform tasks as per their roles.
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Approvals

Approvals in Vtiger CRM allows you to create and automate the business processes by simplifying the required clearances from the administrators or process owners.
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Workflows

Helps you streamline your business by automating frequent or repetitive tasks & common operations with a one-time setup.
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Tools

Import & Export

Import contacts easily and records directly into the modules. Field mapping, duplicate handling and bulk export make the data transfer easy.
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Email Templates

Customization

Modify the label names, company’s logo, custom views, taxes, currencies, and so much more according to your and your business’s interests.
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Aide

Vtiger Aide is a Chrome extension that lets you have a seamless experience of attending meetings, taking notes, and creating action items.
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Enrich

Vtiger Enrich is a Chrome extension that allows you to create and edit contacts through LinkedIn. It's a lead generation tool to turn interesting new LinkedIn profiles into CRM Contacts.
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Field Sales

Maximize your field agents performance while they're in the field.
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QR Code

Vtiger Aide is a Chrome extension that lets you have a seamless experience of attending meetings, taking notes, and creating action items.
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Stockroom

Server Scripts and Jobs

Easily create custom server-side scripts and tasks. Build custom automation in your CRM triggered by record updates or defined actions.
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Layout Designer

Design, create, and customize module layouts with an easy drag-and-drop action.
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OTP Rules

Leverage Vtiger's One Time Password (OTP) Rules and Validation to add an extra layer of security to your CRM records.
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Learning (LMS)

LMS Portal

Vtiger Learning Management System (LMS) feature enables organizations to easily create and publish learning courses both internally and externally.
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