Vtiger CRM description

Vtiger CRM is designed for users of Version 8 or greater of Vtiger CRM Cloud edition

Key Features

* Agenda for the day
* Real-time notifications
* Meeting & Task reminders
* Quotes or other records that require your approval
* Messages that mentioned you or groups you are in.

User Actions

* Check-in feature with geo-fence tracking.
* Navigate feature to get directions to meeting location.
* Scan business cards
* Accept/Reject approval requests
* Add comments and mention colleagues/groups.
* Add list shortcuts to home page.
* Viewing your contacts, deals and all CRM records (except Settings)
* Creating or updating all CRM records (except Inventory modules)
* Attach Vtiger documents or from the device to Emails sent from Vtiger 360.
* Customize the App menu.
* Calendar View
* Tasks View
* Kanban View for Deals and Tasks
* View Contact or Organization profile scoring on a scale of 1 to 5 stars based on scoring
matrix configured by Administrator.
* Call logging (Incoming and Outgoing calls)
* Dynamic fields in create & edit forms to simplify forms by showing only the relevant fields.

Note: This app only supports the cloud version of Vtiger. Please visit vtiger.com to signup for an account.