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