LIÊN HỆ TƯ VẤN
Pipeline Management
Kanban view
Deal One View
Deal History
Deal contract role
Vtiger Calculus
Quote from deal
Contact One View
Multiple Pilelines
Contact deduplication
Lead nurturing
Lead deduplication
Sales Productivity
Email SequencesEmail Sequences
Playbooks
Appointment pages
Group Mailbox
Quote discount approvals
Document alerts
Best time to contact
Engagement score
Profile score
Contact sentiment
Lead capture
Consents
Document sharing
Contact life cycle
Microsoft Teams integration
Reporting
My Sales Dashboard
Sales Leaderboard
Sales insights
Document insights
Add-ons
Vtiger Enrich
Google Integration
Gmail Add-on
Vtiger Mobile app
Forecast and Quota
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Kanban view
1
View your deals by stage and take action. Managers can also view by the owner or other attributes.
2
Move a deal to the next stage or another pipeline using drag-and-drop action.
3
Filter deals by the team, amount, timeframe, & more.
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Deal One View
Do not have all your deal related data in one place? Vtiger's One View provides you the information you need
Deal One View
1
View Contact details in Deal One view.
2
View Organization details in Deal One View.
3
View cases created for a Deal in One View.
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Deal History
See all the communication and internal comments in one place in the Activity section.
Deal History
1
Enable internal comments to view the discussions held on a deal.
2
Use Customer Touchpoints to view customer interactions across Emails, Phone calls, Chats, Meetings, etc.
3
View updates made on a deal record by enabling the Updates option.
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Deal contract role
Are your sales reps talking to the influencers and decision makers? Deal Contact Role makes it easy to identify.
Deal contract role
1
Identify contacts who play a role in your deal and differentiate the stakeholders.
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Vtiger Calculus
Let Vtiger Calculus, our AI wizard, help your reps with recommendations drawn from your historical data.
Vtiger Calculus
1
Use historical data to determine if your sales team is ahead or behind. Vtiger surfaces essential aspects of a deal, such as engagement scores, overall sentiment scores, winning chances, and the expected closing dates.
2
Obtain a bird's eye-view of the engagements completed on this deal.
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Quote from deal
Creating a quote has never been easier!
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Contact One View
Do not have all your contact related data in one place? Vtiger's One View provides you the information you need.
Contact One View
1
View details of the organization related to the contact with One View.
2
Get deal information related to the contact with One View.
3
Get information on all support cases related to the contact with One View.
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Multiple Pilelines
Use multiple pipelines to tailor your sales cycles based on the type of selling.
Multiple Pilelines
1
Create and manage multiple pipelines in Vtiger.
2
Deep dive into each pipeline to gather insights for each product or service line.
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Contact deduplication
Detect and merge duplicates entries.
Contact deduplication
1
Configure the duplicate prevention check to prevent users and external apps from creating duplicate contact records.
2
Track and deduplicate data during import.
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Lead nurturing
Nurture your leads by giving the right information at the right time.
Lead nurturing
1
Nurture your leads by giving the right information at the right time using Email Campaigns.
2
Nurture your leads by giving the right information at the right time using SMS campaigns.
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Lead deduplication
Detect and merge duplicates entries.
Lead deduplication
1
Configure the duplicate prevention check to prevent users and external apps from creating duplicate contact records.
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Email SequencesEmail Sequences
Are you doing outbound sales? See how Email Sequences can improve response rate while saving time
Email SequencesEmail Sequences
1
Prospects rarely respond to the first email. Increase response rate and save time by automating follow-ups. Define a sequence of emails personalized to a specific target audience.
2
Choose triggers (opened/did not open) for each stage and launch sequence with one click.
3
View stats on recipients list.
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Playbooks
Are you losing deals because your playbook is hard to remember? Set up Playbooks to let Vtiger guide your team on the steps to advance deal to next stage
Playbooks
1
Set up tailored playbooks for different pipelines
2
Add tasks that you would like the rep to perform in each stage.
3
Set dependencies between specific tasks.
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Appointment pages
Allow your clients to view available slots and pick a meeting time.
Appointment pages
1
Create MeetMe pages for individual sales-reps, auto-assigned for jobs such as demos, and Group for Events such as webinars and conferences.
2
Block time before and after events for preparation and wrap-ups.
3
Add questions to get the information you need from registrants.
4
Add questions to get the information you need from registrants.
5
Your prospects can pick the best time for them and submit them. Voila!
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Group Mailbox
Collaborate on incoming sales inquires with the group mailbox in Vtiger.
Group Mailbox
1
Bring together all email conversations between your clients and the Sales team to one place - Vtiger Group Mailbox !
2
Act on your email today! Write an email, Add reminders, Mark as done, Make private, etc.
3
Act on your email today! Write an email, Add reminders, Mark as done, Make private, etc.
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Quote discount approvals
Set up quote discount approval process flows and get notified when a quote requires approval.
Quote discount approvals
1
Setup discount thresholds for different roles.
2
Choose one or more approvers. The approver can be a specific individual or L1, L2, L3 supervisors.
3
Sales Rep will not be able to make edits when approval is pending.
4
The approver can approve or reject in one click, and add notes to provide feedback when needed. They can do this from Mobile App, Actions page in App, or Email.
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Document alerts
Get notified when your customer opens, downloads, reshares, or clicks a link in the document shared.Would you like to get alerts when prospects open your documents? Sales reps can choose to get notified.
Document alerts
1
Get notified when your customer opens, downloads, reshares, or clicks a link in the document shared
2
Get notified when your customer opens, downloads, reshares, or clicks a link in the document shared
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Best time to contact
Are your emails not getting opened? Use the Best time to contact feature to improve the response rate.
Best time to contact
1
Let us help you connect. Vtiger monitors time frames and recommends the best time to reach out to a contact.
2
Let us help you connect. Vtiger monitors time frames and recommends the best time to reach out to a contact via email.
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Engagement score
Use the Engagement score to track the email interactions with your contacts or leads.
Engagement score
1
Use engagement score to get insights into the quality of interactions with your contacts and leads.
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Profile score
Give the right attention to potential customers using Profile score.
Profile score
1
Use essential attributes definitions to score profiles and identify your ideal customers quickly.
2
Accurately capture influence of the contact in the purchasing decision.
3
Configure profile score based on your business requirements.
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Contact sentiment
Capture your customer's feedback via emoticons and take decisions to improve customer experiences in the future.
Contact sentiment
1
Capture emotional journeys of your customers and leverage insights to improve customer experience.
2
View the tracked emoticon displayed beside the contact name based on recent interaction.
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Lead capture
Vtiger CRM offers a seamless way to capture your leads.
Lead capture
1
Create personalized web forms to capture leads from your website.
2
Import leads, contacts and account data from a variety of sources effortlessly into Vtiger with the import wizard.
3
Keep your contact information up to date with a variety of sources with Vtiger data connectors.
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Consents
Are you worried about storing your customer data or information without their consent? Worry not! Vtiger Privacy Guard will help you seek your customers' permission.
Consents
1
Configure consents to seek permission from your contacts to store and process their data.
2
Build trust with consents. Empower your clients to choose their privacy preferences.
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Document sharing
Are you finding it hard to share your documents with the customer? Worry not! Vtiger's documents module solves the problem of organizing and sharing.
Document sharing
1
Share a document with your customer directly from the List View by hovering over a particular record.
2
Share a document with your customer from the Summary View.
3
Share a document with a customer as a link or send the document itself as an attachment by clicking the Do button.
4
Use the document widget to share an unshared document with the customers.
5
Share the document with the customers by attaching them in the Email Compose Window.
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Contact life cycle
Organize all your contacts based on their stage in the contact life cycle.
Contact life cycle
1
Organize contacts based on their stage in the contact life cycle.
2
Configure dependencies between source and target picklist fields.
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Microsoft Teams integration
The Vtiger-Microsoft Teams integration takes team(s)work to the next level by providing CRM information in the Teams app, saving time a great deal!
Microsoft Teams integration
1
Share Contact or Deal cards to teammates through channel conversation.
2
View Vtiger CRM's Dashboard in the Teams Channels.
3
Get your day's agenda from the Vtiger Bot.
4
Insert Teams meeting link while composing an email to your contact or a deal.
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My Sales Dashboard
Insert Teams meeting link while composing an email to your contact or a deal.
My Sales Dashboard
1
As a Sales rep, how are you doing on key metrics? My Sales Dashboard is your mirror and shows leading indicators that you might need to improve to increase the win rate.
2
Customize to choose the metrics that are important for you.
3
Filter by teams, pipelines and timeframe.
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Sales Leaderboard
See your leading performers, top accounts, top products and more.
Sales Leaderboard
1
As a Sales manager, you can see top performers in win rate and activities performed, lost reasons & more.
2
Customize to choose the metrics that are important for you.
3
Filter by teams, pipelines and timeframe.
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Sales Insights
Sales Insights offers key insights to sales managers and sales representatives.
Sales Insights
1
Track your sales team's customer-related activities. You can access emails, phone calls, calendar events, and tasks.
2
Visualize your pipeline. Get insights into deal status and value, deal progression, and sales reps' activities on active deals.
3
Be on top of your team's performance. Track goal completion and revenue target achievement easily.
4
Get insights into deal journeys. Track and zero in on idle and slipped deals with these reports.
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Sales Insights
Not able to monitor the actions of your contact or a customer on the document? Document insights in Vtiger give you the flexibility to track the recipient's activity.
Sales Insights
1
The Document Stats widget lists aggregate stats of a content shared with Contacts.
2
Track a contact's action on content shared.
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Vtiger Enrich
Vtiger Enrich - Import and Enrich contacts from LinkedIn and other social networks.
Vtiger Enrich
1
Create or enrich contacts in Vtiger directly from their social profiles.
2
Update contact information with the latest from their social profiles.
3
Easily import contact data from social channels into Vtiger CRM. Note: You can enable the option "Show only contacts that are in CRM" to avoid duplicates.
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Google Integration
Sync your favorite Google Apps with Vtiger CRM to save time and boost productivity.
Google Integration
1
Vtiger CRM offers a seamless way to syncing your contacts and calendar events simply and effectively.
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Gmail Add-on
Use Gmail Add-on to get CRM in your inbox.
Gmail Add-on
1
Create a contact directly from Gmail and assign it to your sales rep for a follow-up.
2
Track and prioritize your deals by editing or updating their status from Gmail.
3
Track and prioritize open cases by editing or updating their status from Gmail.
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Vtiger Mobile app
Vtiger 360 Mobile App for Android and iPhone.
Vtiger Mobile app
1
Use the Navigation option to reach your customer's meeting site quickly.
2
Extract data from business cards using Vtiger 360 and save it to Vtiger CRM as a Contact/Lead.
3
Record voice notes from the Comments section. Save time on jotting meeting minutes and keynotes.
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Forecast and Quota
Set up monthly or quarterly quotas & View forecasts.
Forecast and Quota
1
Don't miss out on your sales targets! Set up forecasts and quotas for your sales team.
2
Adjust your team member's forecast on specific deals, without changing the Deal Amount.
3
Use filters to display forecasts and quotas on the basis of different metrics such as financial periods, forecast types, etc.
4
Customize your forecast categories.
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