Vtiger

Vtiger provides to be always in the know with alerts that notify you (on-screen, SMS, or email), if a contact becomes active, idle, or meets various other conditions. Booking appointments with a specific sales representative, or just any available member of your team, just got a lot easier. Just share Vtiger’s appointment page URL with a contact to let them see and choose from an available slot on a personal, or a team’s calendar. Vtiger then creates the appointment and notifies attendees.Click into any opportunity to see important information like related contacts and organizations, forecast amount and expected close dates. As opportunities progress, create projects in one-click for post-sales teams to get up to speed and manage work quickly.

Vtiger’s forecasting tool pulls together all of a sales team’s opportunities, then automatically makes changes based on sales stage and probability of closing, and finally lays it out in a table that shows how much revenue you can expect in every future period.With Vtiger you can create lists of recipients by filtering on any information which ensures that your campaign reaches people to whom they’re relevant.

The insights dashboard highlights key organization, team, and pipeline stats like top performing team members, and the current value of open opportunities.With Vtiger’s task and activity management tools you can see existing calendar events and tasks synchronized across any system you use.You can upload marketing documents to folder “marketing” for your sales team to find fast and use while selling. If a customer shares a document with you via email, Vtiger knows to automatically attach it to their contact record. Use plugins to request and accept payments; place, receive and log calls; do accounting; integrate emails, contacts, notes, and calendars; and much more.

Vtiger

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