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Vtiger for Outlook

avaldaja Vtiger

(29 hinnangut)

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

Rakenduse võimalused

Kui seda rakendust kasutatakse, see
  • Saata andmeid Interneti kaudu
  • See rakendus saab lugeda või muuta teie postkastis olevate üksuste sisu ja luua uusi üksuseid. See pääseb juurde kõigis sõnumites või kalendriüksustes olevatele isikuandmetele, nagu sisu, teema, saatja, adressaadid või manused. See võib neid andmeid saata kolmanda osapoole teenusele.

Lühiülevaade

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