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“Sell, Market, and Support Exceptionally”
Everything about a contact in one convenient view. This includes detailed contact info, emails and call recordings, their purchase history, docs and collaborative notes from other team members, and more. When you’re ready to reach out, start an email or a phone call in just a click.
See deals that need your attention, with an at-a-glance view of the sales pipeline. This includes key information like days until a deal’s expected close date, and upcoming events. You can drag and drop deals to move them between stages, or click into a deal to explore it in more detail and engage.
Ready to engage? Place a recorded call or start an email from any contact’s record in just a click. With emails, you can start from scratch or work from a pre-built template that fills in relevant contact information. Then, attach a doc or file from Vtiger’s document management system. Afterward, see a contact’s communication history right inside their record.