Vtiger è un cliente che permette di gestire i rapporti open source. Vtiger biforcuta da SugarCRM, nel 2004, e oggi poteri operazioni Vtiger per oltre 350.000 aziende e organizzazioni in tutto il mondo.
Salvataggio e ripristino
27 Settembre 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
Per saperne di più: https://www.vtiger.com/docs/whats-new-in-vtiger-7
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