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Vtiger for Outlook

de Vtiger

(29 evaluări)

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

Capacitățile aplicației

Atunci când această aplicație este utilizată,
  • Poate să transmită date prin internet
  • Această aplicație poate citi sau modifica conținutul oricărui element din cutia poștală și poate crea elemente noi. Acesta poate accesa date cu caracter personal - cum ar fi corpul, subiectul, expeditorul, destinatarii sau atașările - din orice mesaj sau element de calendar. Poate trimite aceste date la un serviciu terț.

Dintr-o privire

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