Vtiger CRM
10K+
Downloads
Everyone
info
About this app
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.
* Dynamic fields in creating & 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.
* 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.
* Dynamic fields in creating & 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.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Location, Personal info and 5 others
Data is encrypted in transit
You can request that data be deleted
What's new
New
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Custom field validations are now supported for text fields.
* Business card scanning is now available for Leads.
Improved
* Fix for phone calls and sms modules not appearing.
* Fixed an issue with Events list view.
* Regional taxes that are set to 0 will not appear in the edit view.
* Restrict Check-in only to the assigned user or group.
* Other minor bug fixes and improvements.
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Custom field validations are now supported for text fields.
* Business card scanning is now available for Leads.
Improved
* Fix for phone calls and sms modules not appearing.
* Fixed an issue with Events list view.
* Regional taxes that are set to 0 will not appear in the edit view.
* Restrict Check-in only to the assigned user or group.
* Other minor bug fixes and improvements.
