As a feature-packed CRM, Vtiger boasts a lengthy list of features, many of which have features within features. Its core offering includes sales automation and enablement (encompassing contact and lead management, sales funnels, document management and more), pipeline management, marketing automations, communication tools (e.g., internal collaboration, calendar, unified inbox) and productivity tools (e.g., project management, work orders, inventory management). Together, users are able to more effectively manage their sales, marketing and customer support functions.
Sales Automation and Enablement
The Vtiger sales automation and enablement features are central to contact management. It offers a modern and intuitive interface where users can import existing contacts and automatically import contacts from third-party sources, such as online web forms and social media. Every lead is given a lead score, which is derived from factors such as engagement level and profile details. The lead score helps your team increase conversion rates by easily identifying and focusing on leads with the highest potential for conversion. Additionally, it also makes communication very easy with contacts, as it has a one-click option to call, email, text or WhatsApp contacts directly from their profile.
In terms of sales enablement, Vtiger offers a handful of features to help sales agents more effectively close sales. For example, it provides email templates to help make it easier for agents to set up email marketing campaigns, appointment pages so sales reps can easily schedule calls and meetings, sales quotes, and document management to help your team stay organized.
Pipeline Management
The sales pipeline management feature is designed to help users more efficiently prospect leads and close sales. It employs a drag-and-drop Kanban sales pipeline that is very flexible and customizable, so users can build out their sales pipelines as it suits them. It also includes deal management to help sales teams stay on top of deals and ensure no one drops the ball on a deal. Something that we find unique about Vtiger is that—despite that this should be commonplace—it uniquely enables users to set sales targets, measure performance, create sales forecasts and set up quotas.
Marketing Automation
In the world of CRMs, Vtiger has one of the most complete lists of built-in marketing tools and automations out there. It offers email marketing complete with email templates to help users get started, SMS texting campaigns, the ability to create custom web forms for lead capture where the leads automatically import to your Vtiger dashboard, a landing page builder, a URL shortener and its Social Module.
Within its marketing feature set, one of the most unique aspects of it is its Social Module. Here, users can monitor and interact with customers from external sources, including Facebook, Instagram, Twitter and Google Business Profile—all from within your Vtiger dashboard.
Productivity Tools
To further improve efficiency, Vtiger has a number of productivity tools. These include a comprehensive project management platform that makes it easy to monitor the process of projects with a Gantt chart view, milestones, notifications to ensure you never miss a task or deadline, collaboration tools and document management. It also has inventory management and task management, and uniquely offers the ability to create work orders that can be sent to customers using a live link or downloaded as a PDF. Additionally, Vtiger has a mobile app, so users can all have full access to Vtiger while they are on the go.
Communication and Collaboration
Sales teams rarely operate in silos and team communication is key for the success of most businesses, so Vtiger offers a variety of built-in communication and team collaboration tools. For example, it has calendar management that integrates with major email service providers such as Google and Outlook, a unified inbox where users can see all incoming messages and emails in one centralized location, assign emails to users, and automatic email linking. It also integrates with major document storage providers such as Dropbox and Google Drive as a means to help teams share (and locate) documents with ease. Last but not least, it has internal collaboration tools, giving users the ability to post comments and reactions, tag users and highlight text. Users can also run reports on comments and get real-time notifications for mentions.
In our experience, Vtiger is one of the best CRMs for team collaboration. It’s not often that you see so many well-thought-out communication features and though many of these may sound small in theory, they can make a big difference in practice for many teams.