Vtiger CRM

10K+
Downloads
Content rating
Everyone
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About this app

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.
Updated on
4 Jul 2024

Data safety

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.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Location, Personal info and 6 others
Data is encrypted in transit
You can request that data be deleted

What's new

New
* 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.
* You can now scan a barcode to quickly fill the barcode field in Products.

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.