Choosing the right CRM to fit a business is one of the most crucial decisions a business has to make. There are various types of CRM’s available and each has its own set of unique features. The ease of integration and use varies from one to the other.
Vtiger is one such crm which can be very easily customized to fit your business needs. Business automation can be achieved in the areas of Sales force management, Business process Management, Vendor/Supply chain Management and much more.
The key features of Vtiger are:
- Project management– Vtiger can be used to manage your current projects. One can assign a task, create a deadline, manage users and also check the progress of a project at any given point of time.
- Customer Portal –Vtiger has a unique feature which allows you to customize a portal and provide the customer a unique access through with the customer can submit service or product requests. Also a means for effective communication between you and your customers.
- Calendar/Task Management– Vtiger has an integrated calendar along with a task management system. One can assign a task, set it on the calendar, provide employee access for the specific task and also track task completion.
- Reporting System– Report generation is hassle free and very convenient. Sales, supply, accounts reports can be generated using a wide combination of filters to generate reports. These can be downloaded as an excel sheet or a csv.
- Email Integration– Vtiger allows you to integrate your existing email id to the system so that you can maintain an email log, keep track of payments, sync calls and contacts. All in one system.