Vtiger

Create AI agents to automate tasks, offer real-time support, and improve user and customer experiences

Manage and configure AI bots for various business processes

AI-powered feature to determine optimal time to contact customers

AI-based feature that predicts and recommends next actions based on conversation analysis

Enhances customer interactions by swiftly resolving queries with LLMs, allowing easy training for precise responses

Analyze queries, improve responses, and generate insights to improve a bot's performance

AI assistant for meeting management and note-taking

Query CRM data using natural language instead of traditional filters

Analyzes historical CRM data to identify patterns, forecast outcomes, and help drive strategic planning

Empower Sales, Marketing, and Help desk teams with an AI assistant tailored to perform various tasks

Integrate voice assistant capabilities for hands-free interaction

Provides overview of how Contacts, Leads, Organizations, and Vendors are interconnected

Modify label names, company logo, custom views, taxes, currencies, and more according to business interests

Prevent duplicate contact and organization records

Import contacts and records directly into modules with field mapping, duplicate handling and bulk export

Design, create, and customize module layouts with easy drag-and-drop action

Integrate QR codes into workflow to optimize data management and improve customer interactions

Use as a QMS tool to monitor and ensure quality across SKUs, sales, and support interactions

Create custom server-side scripts and tasks with custom automation triggered by record updates or actions

Add and manage employees as CRM users with role hierarchy and permissions based on roles

Analytics on customer contact and engagement patterns

Schedule custom reports to run automatically on defined intervals

Create custom dashboards tailored to team needs

Analyze performance of each sales member with real-time view of activities and customized dashboards with metrics

Analytics for internal ticketing system

Insights dashboard to view team and pipeline statistics, motivate top performers, and visualize sales pipeline health

Build comprehensive reports from real-time data about products, sales targets, team performance, and opportunities

Analytics and insights dashboard for sales team performance

Analytics and insights for support team performance

Improve performance by conveniently setting targets for user activity

Create and automate business processes by simplifying required clearances from administrators or process owners

Automate business processes with rules, conditions, and actions

Visual flowcharts for business process design

Automatically create sales opportunities from customer emails

Automatically create organization records from customer emails

Design, automate, implement, manage, monitor, and optimize business processes

Define rules with conditions and actions for process automation

Streamline business by automating frequent or repetitive tasks and common operations

Create workflows with approval steps for business processes

Mention team members in comments and messages

Actions page brings all notifications, alerts and reminders in one place to take actions at the right time

Manage calendar efficiently, schedule appointments and tasks with pop-up notifications as reminders

Add comments to records for internal discussion and collaboration

Send direct messages to team members within the CRM

Centralize all vital sales and marketing documents and check contact's document engagement

Shared inbox accessible by all sales representatives with team-visible emails for collaborative work

Team members can communicate and collaborate internally to provide better quality service to customers

Track engagement metrics for shared documents

Alerts for idle or inactive records that need attention

Store images within the CRM for marketing materials

Access CRM data on the move with mobile applications for iPhone, iPad, and Android devices with offline mode

Support multiple currencies for international business operations

Get notified of important events and updates

360-degree view of customer data in a single place to know customers better

Automatic scoring of contact and lead profiles

Get real-time notifications for important events

Set business hours at agent level for support

Create and manage knowledge base articles and frequently asked questions

Define business hours for SLA calculations and ticket assignments

Collect satisfaction feedback from customers on resolved cases

Managers can prioritize cases automatically and guarantee customer support in compliance with SLAs

Create custom chat experiences that guide visitors through options like Sales or Support with tailored follow-ups

Track all conversations with customers across channels in one place

Users can easily view or submit issues, check FAQs, and view pending status updates on a self-service portal

Convert customer emails to support cases automatically

Gain access to a comprehensive knowledge base that helps provide quick solutions to common customer problems

Set and track SLA targets for first response time

Support ticketing system for internal employees

Assign tickets based on agent workload to balance distribution

Facilitates real-time chat engagement with website and social media visitors within the CRM platform

Real-time chat support for website visitors

Automates actions on incoming emails by creating automated tickets, deals, and tasks

Automatically match emails to organizations based on email domain

Set and track SLA targets for case resolution time

Automatically distribute support tickets in round-robin fashion

Manage service contracts and their terms with customers

Set targets for responding and resolving customer issues within a specified time

Convert social media messages into support tickets

Integration with email and phone systems for communication tracking

Integration with Facebook Lead Ads for lead generation

Add-ins for Google Workspace and Microsoft Office 365

Integration with Google Lead Form extensions

Integrate Google Meet, Zoom Meet, Microsoft Teams, and Webex for effective customer conversations

Native integration with Zoom and Google Meet for video conferencing

Automated email responses to customer actions

Detailed reports on email campaign performance

Personalized email templates to target the right audience with triggered sequential emails and analytics

Create automated email sequences for lead nurturing

Drag-and-drop email template builder for email campaigns

Wide collection of preloaded email templates to save time and help send personalized emails

Create, edit and publish responsive web pages with CTAs using drag and drop functionality

Reports on email list performance and engagement

Create lists and segments for targeted marketing campaigns

Schedule email campaigns to send at specific times

Secure URL shortener with inbuilt UTM code builder to reduce website link length

Send SMSes to prospects and clients with preloaded SMS gateways for sales, marketing and support efforts

Monitor and engage customers on social media platforms including Google My Business, Facebook, Twitter, and Instagram

Convert website form submissions to leads automatically

Add new visitors as leads when they fill customized web forms embedded on websites for lead scoring

Automatically calculate task end times based on user business hours

Automatically track time spent on projects and generate billing

Visual Gantt chart view for project timeline management

Kanban board view for task and project management

Track key metrics and analytics for project management

Pre-built project templates for faster project creation

Create and manage projects by assigning tasks, allotting time-based milestones and due dates with progress tracking

Create subtasks within main tasks for better task management

Set dependencies between tasks with Finish to Start relationship

Assign tasks to users or groups and track status, progress, and duration for work completion

Create and manage work orders and add service appointments as per customer requests with integration capabilities

Centralized view of pending actions and tasks for sales representatives

Schedule meetings with just a couple of clicks and share with prospects or clients

Define roles for contacts involved in sales deals

Create quotes with product details, prices, taxes, terms, and discounts using pre-built and customized templates

Customize sales pipeline stages to match business process

Kanban view for managing deals across pipeline stages

Predefined playbooks for each deal stage to guide sales process

Customer-facing microsite to capture buyers' journeys and optimize the sales process

Manage sales deals and track their progress through stages

Track email opens and clicks with real-time notifications

Maximize field agents performance while they are in the field

Plan sales cycle, manage targets, and monitor team performance by setting up forecasts and quotas

Alerts for deals that have been inactive

Automatically assign and route leads based on defined rules and criteria

Automatically score leads to identify the most promising opportunities

Get a complete view of all customers including name, phone number, prior communications, and account history

Create and manage multiple sales pipelines for different products or teams

Keep track of where deals stand with opportunity management, current status, cases, previous conversations, and scheduled meetings

Sequences of tasks that sales reps must complete in each sales stage with monitoring capabilities

Customizable and easy-to-print templates for documents

Score leads and contacts based on profile information and engagement levels

Check out statistics for client engagement with documents such as quotes, emails, or marketing collateral

Shared inbox accessible by all sales representatives to enhance teamwork and collaborative email management

Forecast sales based on pipeline data and historical trends

Acquire leads and build lasting relationships using landing pages, web forms, email campaigns, and personalized sequences

Create and manage sales orders for customers

Set and track sales quotas for individuals and teams

Track how long deals spend in each sales stage