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Vtiger for Outlook

Vtiger

Move deals forward without leaving your email client.

Note: Vtiger CRM Add-in for Outlook requires a subscription to Vtiger CRM Online service. Please visit vtiger.com to subscribe.

Vtiger CRM add-in for Outlook shows CRM data right next to the email.

* You can synchronize your contacts, calendars, and emails from Outlook/Office 365 with Vtiger.

* Archive your email to an opportunity

* Add follow-up events

* Update opportunity status

* Add comments.

Need to do more? Click to open the CRM record in the new page and more activities like the following.

* Work with a supercharged Rolodex of contacts, accounts, and deals

* Place, receive, log, and record phone calls

* Find out which campaigns generate the most revenue

* Send targeted email marketing campaigns and measure open/engagement

* Create and manage customer service tickets (even automatically from emails!)

* Send quotes and invoices and receive online payments

* Track unsold and sold inventory

* Create, assign, and manage projects and tasks

* Manage employee lead/deal assignments

* Control employee record visibility and access

Capacitats del complement
Quan s'utilitza aquest complement:
  • Pot enviar dades per Internet.
  • Aquest complement pot llegir o modificar el contingut de qualsevol element de la bústia de correu i crear elements nous. Pot accedir a informació personal, com ara cossos, temes, remitents, destinataris o fitxers adjunts de qualsevol missatge o element del calendari. És possible que enviï aquestes dades a un servei de tercers.
  • D'una ullada
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