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Average Ratings 7 Ratings

Total
ease
features
design
support

Description

Instead of spending excessive time inputting data and generating contacts, prioritize the conversion of leads into successful deals. Consolidate all pertinent lead information in one centralized location. Utilize straightforward, pre-defined reports to help optimize your workflow and remove obstacles. By organizing your processes, you can enhance revenue generation. Monitor upcoming tasks and gather insights from historical data. After consulting with numerous businesses, we identified essential features to develop a user-friendly CRM. You can establish multiple sales pipelines to oversee various facets of your sales strategy. Additionally, leads within a sales pipeline can be filtered by users, products, sources, zones, contacts, or any combination thereof. Furthermore, you can perform a variety of tasks directly from the sales pipeline view, including adding or renaming leads, assigning users to leads, or transitioning leads through different stages of the pipeline, thus simplifying your sales management. This comprehensive approach ensures that your team stays aligned and focused on closing deals efficiently.

Description

Vtiger is a single product that allows Sales, Marketing, and Support teams to collaborate and deliver exceptional customer experiences. Vtiger organizes customer data in one place so that everyone on the team has a complete view of the customer. Vtiger CRM assists over 300,000 businesses in increasing revenue, customer loyalty and team performance. It breaks down the barriers between sales, marketing, and support teams. Vtiger's All in One CRM allows teams to create memorable experiences across the entire customer lifecycle. 1. Marketing teams must capture and nurture leads. 2. Sales teams can score, track, and close deals. 3. Support teams can access customer history to provide exceptional support.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

APIANT
Campaign Monitor
Dropbox
Easyflow
Formstack Documents
Google Calendar
Google Drive
Mailjet
Olark
Quickwork
Stackreaction
Zapier
Aritic Mail
Aritic Sales
Cognito Forms
Kindo
Mailchimp
T-Max Phone Systems
VoIP Office
astTECS

Integrations

APIANT
Campaign Monitor
Dropbox
Easyflow
Formstack Documents
Google Calendar
Google Drive
Mailjet
Olark
Quickwork
Stackreaction
Zapier
Aritic Mail
Aritic Sales
Cognito Forms
Kindo
Mailchimp
T-Max Phone Systems
VoIP Office
astTECS

Pricing Details

$9 per user per month
Free Trial
Free Version

Pricing Details

$10.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Clinchpad Technologies

Founded

2012

Country

New Caledonia

Website

clinchpad.com

Vendor Details

Company Name

Vtiger

Founded

2004

Country

United States

Website

www.vtiger.com

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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