vTiger CRM – Features
Bista solutions – Experts in Open Source Applications
As discussed that in this topic i would be discussing outstanding features of vtiger CRM so here we go below:
i would like to start with the feature on sales as it is the most important part of any organisation and this is the only department where organisation recieve bread and butter for them.
Following are the features in sales which is provided by vtiger CRM:
Sales force Automation
- Lead Management
- Account & Contact Management
- Opportunity Management
- Sales Quotes
Apart from sales it is said that service play a very important role in today’s market to keep your customers accounts within your organisation. vtiger offers certains modules which is listed below which can be considered to be the strogest part of any organisation.
Customer Support
- Trouble Tickets
- Knowledge Base
- Customer Self Service
- Online Knowledge Base
Other features which are equally important to run the above features are as follows:-
Inventory Management
- Products Catalog
- Price Books
- Vendor Management
- Purchase Orders
- Sales Orders
- Invoices
Marketing Automation
- Campaign Management
- Mass Mailing
- E-mail Templates
- Mail Merge Templates
Activity Management
- To Dos, Meetings & Calls
- Recurring Events
- Shared Calendar
- Activity History
- E-mail Notifications
- Notes
Inventory Management
- Products Catalog
- Price Books
- Vendor Management
- Purchase Orders
- Sales Orders
- Invoices
Reports & Dashboards
- Key Metrics
- Customizable Reports
- 20 Pre-built Reports
- 20 Pre-built Dashboards
- Report Folders
Product customization
- Custom Fields (10 different data objects)
- Pick Lists
- Custom List Views
- Drag & Drop Modules
- Currency customization
Security Management
- User Management
- Profiles
- Roles
- Groups
- Organization-level Access Control