Vtiger CRM
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Key Features
* Agenda for the day
* Real-time notifications
* Meeting & Task reminders
* Quotes or other records that require your approval
* Messages that mentioned you or groups you are in.
User Actions
* Check-in feature with geo-fence tracking.
* Navigate feature to get directions to meeting location.
* Scan business cards
* Accept/Reject approval requests
* Add comments and mention colleagues/groups.
* Add list shortcuts to home page.
* Viewing your contacts, deals, and all CRM records (except Settings)
* Creating or updating all CRM records (except Inventory modules)
* Attach Vtiger documents or from the device to Emails sent from Vtiger 360.
* Customize the App menu.
* Calendar View
* Tasks View
* Kanban View for Deals and Tasks
* View Contact or Organization profile scoring on a scale of 1 to 5 stars based on scoring matrix configured by Administrator.
* Dynamic fields in creating & edit forms to simplify forms by showing only the relevant fields.
Note: This app only supports the cloud version of Vtiger. Please visit vtiger.com to signup for an account.
* Agenda for the day
* Real-time notifications
* Meeting & Task reminders
* Quotes or other records that require your approval
* Messages that mentioned you or groups you are in.
User Actions
* Check-in feature with geo-fence tracking.
* Navigate feature to get directions to meeting location.
* Scan business cards
* Accept/Reject approval requests
* Add comments and mention colleagues/groups.
* Add list shortcuts to home page.
* Viewing your contacts, deals, and all CRM records (except Settings)
* Creating or updating all CRM records (except Inventory modules)
* Attach Vtiger documents or from the device to Emails sent from Vtiger 360.
* Customize the App menu.
* Calendar View
* Tasks View
* Kanban View for Deals and Tasks
* View Contact or Organization profile scoring on a scale of 1 to 5 stars based on scoring matrix configured by Administrator.
* Dynamic fields in creating & edit forms to simplify forms by showing only the relevant fields.
Note: This app only supports the cloud version of Vtiger. Please visit vtiger.com to signup for an account.
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New
* Added Write with AI option to the email composer
* Added options to track missed calls and save call logs automatically.
* Added a Call Log view where you can pick which calls to save.
* Added support for Cases and Internal Tickets.
Improved
* Fixed an issue when Quick Creating records.
* Fixed an issue with validation when autofilling decimal fields.
* Added support for all custom validators.
* Other minor bug fixes and improvements.
* Added Write with AI option to the email composer
* Added options to track missed calls and save call logs automatically.
* Added a Call Log view where you can pick which calls to save.
* Added support for Cases and Internal Tickets.
Improved
* Fixed an issue when Quick Creating records.
* Fixed an issue with validation when autofilling decimal fields.
* Added support for all custom validators.
* Other minor bug fixes and improvements.
