Vtiger is an open source customer relations management application. Vtiger forked from SugarCRM Community in 2004, and today Vtiger powers operations for over 350,000 businesses and organizations worldwide.
Backup and restoration
27 September 2017 - 121MBWith Version 7, we made the CRM simpler and smarter. Vtiger 7 brings a new UI, new features, and several enhancements of existing features.
- Follow and get notified of updates on any record
- Smart Reminders to keep in touch and followup
- Direct Messages to speed up collaboration
- New Helpdesk System with Cases module & SLA policies
- Business Hours
- Insights on Customer Service giving actionable reports
- Viewers on a record
- Unified Touchpoints in Contact View - Learn more with all interactions - Meetings, Calls, Emails, Cases, Chats - shown in one timeline
- Enhanced Preview - Save time with Touchpoints and Comments added to the quick preview
- In Lists, Double-click to edit value - Make changes faster while enjoying spreadsheet like feel within the CRM
- In Lists, Add/Remove columns easily
- Colored Picklist Values - Find the record you are looking for easily
- Multiple Dashboards - Managers love dashboards. Why stop with one! (+ Insights in Ultimate Edition gives deeper analytics)
- Many-Many relationships between modules - Do you want to create a new Magazines module and link to Contacts? It only takes a few clicks now.
- New Mail Manager - 3 Panel view speeds up easier
- Workflows administration is made simpler - See Triggers, Conditions, and Actions from list view.
- Agenda View in Calendar
- Tasks are one click away with a dedicated page - A simple task manager within the CRM
- Smart Help - If you have questions, the answer you are seeking might just be on the Help panel
- Sync History for Google, Office 365, Magento, Quickbooks, Xero & Tally - Previous sync details help you find which records are updated and when.
- Public Tags
- Merge selected records
- Configure Header Fields - Yet another thing you can customize!
- Thumbnails for Email templates - Easier to identify them from the list
- Auto-save of Email Campaigns
Read more: https://www.vtiger.com/docs/whats-new-in-vtiger-7
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