* 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.
Updated on
Oct 3, 2024
Productivity
Data safety
arrow_forward
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
Improved * Fixed an issue when filtering reference fields. * Products can be searched by product code when creating a line item. * Fixed an issue while searching for records in the related list. * Fixed an issue with dependencies. * Fixed an issues with inventory currency conversion. * Fixed an issue with record assignment based on roles. * Other minor bug fixes and improvements.