How to Build Your Own Vtiger

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

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

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

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

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

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

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

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