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Vtiger for Outlook

作者 Vtiger

(29 評分)

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

應用程式功能

使用此應用程式時,
  • 可以在網際網路上傳送資料
  • 此應用程式可以讀取或修改您信箱中任何項目的內容,以及建立新的項目。其可以存取任何訊息或行事曆項目中的個人資訊,例如內文、主旨、寄件者或附件等等。其可能會將此資料傳送給第三方服務。

概覽

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