Vtiger for Outlook

Vtiger

3.0 (1)

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

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.
  • https://store-images.s-microsoft.com/image/apps.9189.26f28be6-3921-40f2-9c68-5f1fc031bfb2.b1e823f8-579f-4c91-8212-d5f5600a853e.5eb0974b-4758-4288-9c10-65fab146889a.jpeg
    https://store-images.s-microsoft.com/image/apps.9189.26f28be6-3921-40f2-9c68-5f1fc031bfb2.b1e823f8-579f-4c91-8212-d5f5600a853e.5eb0974b-4758-4288-9c10-65fab146889a.jpeg