Vtiger CRM Mobile

Vtiger CRM is designed for users of Version 9 of Vtiger CRM Cloud edition

Key Features

• Agenda for the day
• Real-time notifications
• Meeting & Task reminders
• Quotes or other records that require your approval
• Messages that mentioned you or groups you are in.

User Actions

• Check-in feature with geo-fence tracking.
• Navigate feature to get directions to meeting location.
• Scan business cards
• Accept/Reject approval requests
• Add comments and mention colleagues/groups.
• Add list shortcuts to the home page.
• Viewing your contacts, deals, and all CRM records (except Settings)
• Creating or updating all CRM records (except Inventory modules)
• Attach Vtiger documents or from the device to Emails sent from Vtiger 360.
• Customize the App menu.
• Calendar View
• Tasks View
• Kanban View for Deals and Tasks
• View Contact or Organization profile scoring on a scale of 1 to 5 stars based on scoring matrix configured by the Administrator.
• Dynamic fields in creating & edit forms to simplify forms by showing only the relevant fields.