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The All-In-One CRM System
For Small To Medium-Sized Businesses

15-day free trial, no credit card required. Enter your email and we will send you your login.

    Vtiger Delivers Five Modules
    Seamlessly Integrated Into The CRM

    SALES CRM

    marketing Marketing
    project Project
    Management
    user help desk User Help
    Desk
    service help desk Service
    Help Desk
    inventory Inventory

    Sales CRM

    “We need a powerful Sales CRM System.

    What are the key features of Vtiger’s CRM module?”

    Vtiger’s Sales CRM is the heart of our system. Originally published in the early 2000s, we have now invested more than 15 years of research into the development of the industry’s most feature-rich and powerful CRM. With tens of thousands of clients worldwide, you’ll get the experience of a multi-national corporation backing your successful CRM usage and operations.

    • Contact Management
    • Meeting Scheduling
    • Sales Forecasting
    • Customized Reporting
    • Opportunity Management
    • Business Process Workflows
    • Sales and Business Insights
    • 500 Application Integrations

    Marketing System

    “We have vital marketing campaigns to deploy and manage.

    How can Vtiger help us with pre-sales marketing?”

    • Capture leads and sales inquiries from websites, emails, social channels, phone calls, and trade fairs.
    • Send personalized emails effortlessly to segmented audiences. Every Vtiger subscription comes with up to 25,000 free emails per month.
    • Nurture leads with automated Email and SMS campaigns. Analyze campaign performance, open rates, clicks, bounces and unsubscribes.
    • Send unique trigger-based emails for audiences from onboarding to nurturing, re-engagement, and customer retention.
    • Use analytics from past campaigns and alter factors such as sending time to improve response rate.

    User Help Desk

    “We provide help desk services to our customers.

    What would the Help Desk enable us to accomplish?”

    The Vtiger Help Desk provides a unified support center for cases from email, phone, chat, social media, and portals. Make your support activities more efficient with self-service portals and a knowledge base.

    • Service Level Agreements
    • Contact Management
    • Appointment Management
    • Create Work Orders
    • Knowledge Base
    • Response Workflows
    • Team Collaboration
    • Documents and Files

    Service Help Desk

    “My company is service-based.

    What would we use the Service Desk for?”

    • The Service Desk also provides a support center for cases from email, phone, chat, social media, and portals.
    • Fully automate Service Desk case creation, resource assignment, and problem resolution processes.
    • Configure SLAs to prioritize cases, automate escalations, and guarantee customer support reliability.
    • Send customer satisfaction surveys to measure customer happiness after every case resolution.
    • See insights about the teams, processes, and pipeline efficiencies. Build custom reports tailored to your business needs.

    Inventory Module

    “Our business has inventory to manage.

    What features does the Inventory module provide?”

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    Keep track of your inventory and services. Pull them into quotes and invoices to send to customers in clicks.

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    Then, sync these with QuickBooks, Xero, and other software packages to share a single view of their status.

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    Implement price books and tax management. Set up tax rules in advance then sync with QuickBooks.

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    Work with product bundles. tracking inventory levels in real time and integrate Inventory with CRM data.

    What Else Sets
    Vtiger Apart From The Rest?

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    TEAM COMMUNICATION

    Vtiger enables direct communication between all team members. @mention functions can be used for seamless threaded group communications. Communications are stored in records.

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    MOBILE APP

    Available for iPhone, iPad, and Android devices. Gain full field access to the CRM. Take voice notes and record calls. Scan business cards and schedule actions for a later time.

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    ONE VIEW

    One View provides a real-time 360-degree view of your customers without the need for integrations. This feature enables your marketing, sales, and support teams to see a unified picture of client activity and save time administering their work.

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    CALCULUS AI

    Get insights into the quality of conversations with email and phone call analysis. Calculus AI can flag conversations that need attention, provide conversation summaries, and watch for positive and negative signals.

    15-day free trial, no credit card required. Enter your email and we will send you your login.

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