Know Your Customer Better
With an actionable 360-degree historical view into every engagement they’ve ever had with you.
Get Up To Speed In Seconds
Vtiger shows you a complete history of your relationship with leads and customers. In their contact record you’ll find their personal information, notes you’ve written, and emails and calls you’ve exchanged with them. And if you’ve attached a file, sent them a quote, or engaged with them in any other way, you’ll find it there too, so that you can learn about them faster and take action sooner.
Schedule Appointments Faster
Whether it’s a 1-on-1 with you, or just the first available time slot with someone on your team, your contacts can choose a convenient time from your calendar availability, and Vtiger will ask for information about the appointment, create a calendar event, send pre-event reminders, and log everything in the contact’s Vtiger record.
Win Deals Faster
Your opportunity pipeline – now transparent and actionable.
Plan Effectively With Pre-built Forecasts
See your best, worst, and most likely outcomes so you can reduce risk in inventory purchases, new product development, campaigns, and recruitment more effectively.
Automate Workflows
Automate your team’s repetitive tasks, enabling them to spend more time nurturing customers. From transforming emails into lead records, to creating follow up reminders after sales calls, to emailing you a deal update when an opportunity stage hits “won” – workflows make sure you don’t have to sweat the small, and maybe even some of the big stuff.
Sales Analytics & Insights
Keep your finger on the pulse of your sales organization with Vtiger’s sales insights. The insights dashboard highlights key organization, team, and pipeline stats like top performing team members, and the current value of open opportunities.
