vtigerCRM Benefits

Key Benefits
• Very easy to use
• Hassle free product installation
• Free Microsoft Outlook plug-in
• Software is free and there is no up-front investment
• Rich user-experience with product customization
• Excellent customer support backed by committed vtiger team

Key Modules
Lead Management
• Manage leads end-to-end (from creating leads through converting them into opportunities)
• Import leads from external sources, such as Web downloads, trade shows, seminars, and direct mail
• Change lead status as per sales process
• Convert leads to sales opportunities, accounts, and contacts with a single click
Opportunity Management
• Track all sales opportunities end-to-end in a sales cycle
• Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
• Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the sales pipeline and quickly identify the bottle-necks if any
Account Management
• Track all accounts and related contacts, opportunities, cases, and other details from a common repository
• Specify parent-child relationships between accounts and their subsidiaries or other divisions
• Import accounts from external sources, such as ACT, GoldMine, and other applications
• Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns and accordingly set up loyalty programs
• Attach customer-specific documents to accounts for a quick reference in future
Contact Management
• Track all contacts and related opportunities, cases, activities, and other details from a common repository
• Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
• Import contacts from external sources, such as ACT, GoldMine, and other applications
• Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
Microsoft Outlook Plug-in
• Add outbound and forward inbound Outlook e-mails to vtiger CRM
• Synchronize contacts between Microsoft® Outlook® and vtiger CRM
• Resolve conflicts while synchronizing contacts between Microsoft® Outlook® and vtiger CRM
• Synchronize tasks and calendar between Microsoft® Outlook® and vtiger CRM
• Filter e-mails in Microsoft® Outlook® and add only necessary e-mails to vtiger CRM
Activity Management
• Add all important customer-related e-mails in vtiger CRM for quick reference in future
• Store all the details of customer meetings and calls
• Manage daily tasks to the vtiger CRM users to have a streamlined sales process
Dashboards
• Sales pipeline analysis by stage
• Monthly Sales pipeline analysis
• Sales opportunities by lead source
• Drill-down the dashboards by time and opportunity stage
Product Customization
• Create custom fields/pick lists as per your business requirements
• Change the look and feel of the user interface
• Customize tabs using drag & drop so that modules that are not relevant to sales process can be hidden
Security Management
• Define team roles as per your organization structure
• Control the access to modules according to the user's role
• Archive the login history of each user for better auditing