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CRM vTiger-SaaS-Cloud Service

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deals

View your deals by stage and take action. Managers can also view by the owner or other attributes.

Kanban View

Deal History

Forecast and Quota: Don’t miss out on your sales targets! Set up forecasts and quotas for your sales team.

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contact

Deal contact role

Obtain a bird’s eye-view of the engagements completed on this deal.

Best time to contact

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organizations

Tickets

sales

Multiple Pipelines

Deep dive into each pipeline to gather insights for each product or service line.

Filter by pipeline and timeframe.

Sales Insights:
Track your sales team’s customer-related activities.
You can access emails, phone calls, calendar events, and tasks.

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Lead nurturing

Nurture your leads by giving the right information at the right time using Email Campaigns.

Lead capturing: Create personalized web forms to capture leads from your website.

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Appointment pages

Create MeetMe pages for individual sales-reps, auto-assigned for jobs such as demos, and Group for Events such as webinars and conferences.

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Quote discount approvals

Setup discount thresholds for different roles.

The approver can approve or reject in one click, and add notes to provide feedback when needed. They can do this from Mobile App, Actions page in App, or Email.

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Microsoft Teams integration

Share Contact or Deal cards to teammates through channel conversation.

Insert Teams meeting link while composing an email to your contact or a deal.

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Forecast and Quota

Customize your forecast categories.

Last Updated on July 12, 2024