Vtiger CRM

Vtiger Systems

About this app

Key Features

* 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.

What’s new

New
* Redesigned list view record UI to display all header fields

Improved
* Fixed tax calculation issues for new and existing records when switching regions with Tally-imported taxes
* Corrected date and time handling in Calculus AI
* Approvals now display all levels clearly
* Group module filters now show only relevant group values