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Microsoft CRM | vtiger CRM | Sugar CRM | openCRX | CentraView | Zimbra
vtiger CRM vtiger Features
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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





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