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
