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Vtiger
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Cloud and Open Source CRM
Cloud and Open Source CRM

841 followers
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Autoresponders automatically trigger sending of emails based on a recipient’s engagement with the previous email. http://ow.ly/2xa8308ttk0

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Workflows will streamline your business by automating operations like sending emails, creating activities, updating fields, etc. As tasks are performed automatically, you need not have to execute them manually. http://ow.ly/ViYU308tt4b

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Scheduled Workflows enable you to run periodic tasks to automate workflows. http://ow.ly/yffo308tt2p

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Pivot Reports are tabular reports that show aggregate stats on groups. http://ow.ly/W5yE308tsXJ

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Vtiger’s Dynamics record fields help keep cluttered records organized by dynamically hiding or showing record fields or entire blocks whenever needed. http://ow.ly/I6Zq308trNu

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To maintain the integrity of your data, Vtiger helps you in preventing creation of duplicate records in Vtiger from all the sources. http://ow.ly/TjoJ308trBF

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Chart report is a graphical representation of the data in the CRM. Charts enable you to present large volumes of aggregated information at a glance. It simplifies data in a presentable and visually pleasing way. http://ow.ly/pUHK308trqI

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Detail report is a tabular report that shows the detailed statistics on groups. Your sales team can extract data relevant to them from thousands of records. You may use these reports feature to get an overview of customer related activities and to draw conclusions on how to improve your sales process. http://ow.ly/8JjB308trjc

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Generate a potential relationships between 2 entities modules in Vtiger CRM. If you want a data to be mapped between two modules, you can relate them using Relationship feature. http://ow.ly/OwqX308tqU4

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Tasks in Vtiger help users keep track of their to-do’s. These might be standalone to-do’s or those related to contacts, opportunities, projects, and other records. These to do’s might be follow-ups, research, or other activities. Any task can have a priority, and be assigned to an individual or a group. http://ow.ly/em67308tpFm
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