* View your agenda for the day. * Get all the important information for a record at a glance with One View. * Get Real-time notifications for actions in the CRM. * Get Meeting & Task reminders. * Review Quotes or other records that require your approval. * View and reply to comments that mentioned you or groups you a part of. * Use Calculus AI + GPT to compose email replies and get insights on your data. (Requires Calculus AI add-on to be installed)
User Actions
* Check-in feature with geo-fence tracking. * Navigate to get directions to meeting location. * Scan business cards. * Accept/Reject approval requests. * Sync your call logs to your Calendar on Vtiger. * Add comments and mention colleagues/groups. * Viewing your Contacts, Deals, and all CRM records. * Creating or updating all CRM records. * Attach Vtiger documents or from the device to Emails. * Calendar View. * Tasks View. * Kanban View for Deals and Tasks.
Note: This app only supports Vtiger CRM Cloud Version 9 and above. Please visit vtiger.com to signup for an account.
Ažurirano dana
31. jan 2025.
Produktivnost
Sigurnost podataka
arrow_forward
Sigurnost počinje razumijevanjem na koji način programeri prikupljaju i dijele vaše podatke. Privatnost podataka i sigurnosne prakse se mogu razlikovati ovisno o korištenju, regiji i dobi. Programer je naveo ove informacije i može ih s vremenom ažurirati.
Podaci se ne dijele s trećim stranama
Saznajte više o načinu na koji programeri pružaju izjavu o dijeljenju
Ova aplikacija može prikupljati ove vrste podataka
Lokacija, Lične informacije i još 6
Podaci se šifriraju tokom prenosa
Možete zatražiti da se podaci izbrišu
Prikaži detalje
Što je novo
New * Line Items is now shown in Details tab * Added support for External Links in Documents. * A refreshed UI for Global Search. * Appointment information is now shown on Events.
Improved * Fixed record save issue through dependency pop-up * Fixed live image capture for MyApps * Fix cases where some images were not loading in RTE fields * Phone number fields now support adding a country code. * Several other Bug fixes and quality improvements.