vTiger CRM – Features


Bista solutions – Experts in Open Source Applications

As discussed that in this topic i would be discussing outstanding features of vtiger CRM so here we go below:

i would like to start with the feature on sales as it is the most important part of any organisation and this is the only department where organisation recieve bread and butter for them.

Following are the features in sales which is provided by vtiger CRM:

Sales force Automation

  • Lead Management
  • Account & Contact Management
  • Opportunity Management
  • Sales Quotes

Apart from sales it is said that service play a very important role in today’s market to keep your customers accounts within your organisation. vtiger offers certains modules which is listed below which can be considered to be the strogest part of any organisation.

Customer Support

  • Trouble Tickets
  • Knowledge Base
  • Customer Self Service
  • Online Knowledge Base

Other features which are equally important to run the above features are as follows:-

Inventory Management

  • Products Catalog
  • Price Books
  • Vendor Management
  • Purchase Orders
  • Sales Orders
  • Invoices

Marketing Automation

  • Campaign Management
  • Mass Mailing
  • E-mail Templates
  • Mail Merge Templates

Activity Management

  • To Dos, Meetings & Calls
  • Recurring Events
  • Shared Calendar
  • Activity History
  • E-mail Notifications
  • Notes

Inventory Management

  • Products Catalog
  • Price Books
  • Vendor Management
  • Purchase Orders
  • Sales Orders
  • Invoices

Reports & Dashboards

  • Key Metrics
  • Customizable Reports
  • 20 Pre-built Reports
  • 20 Pre-built Dashboards
  • Report Folders

Product customization

  • Custom Fields (10 different data objects)
  • Pick Lists
  • Custom List Views
  • Drag & Drop Modules
  • Currency customization

Security Management

  • User Management
  • Profiles
  • Roles
  • Groups
  • Organization-level Access Control
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