Vtiger CRM Mobile 4+

vtiger

Designed for iPad

    • 5.0 • 5 Ratings
    • Free

Screenshots

Description

Vtiger CRM is designed for users of Version 9 of Vtiger CRM Cloud edition

Key Features

* Agenda for the day
* Real-time notifications
* Meeting & Task reminders
* Quotes or other records that require your approval
* Messages that mentioned you or groups you are in.

User Actions

* Check-in feature with geo-fence tracking.
* Navigate feature to get directions to meeting location.
* Scan business cards
* Accept/Reject approval requests
* Add comments and mention colleagues/groups.
* Add list shortcuts to the home page.
* Viewing your contacts, deals, and all CRM records (except Settings)
* Creating or updating all CRM records (except Inventory modules)
* Attach Vtiger documents or from the device to Emails sent from Vtiger 360.
* Customize the App menu.
* Calendar View
* Tasks View
* Kanban View for Deals and Tasks
* View Contact or Organization profile scoring on a scale of 1 to 5 stars based on scoring
matrix configured by the Administrator.
* Dynamic fields in creating & edit forms to simplify forms by showing only the relevant fields.

What’s New

Version 24.12.1

New
* A refreshed UI for Global Search.
* Added support for platform users.
* Appointment information is now shown on Events.

Improved
* Fixed an issue with Whatsapp Messages.
* Fixed an issue with Comment editor not appearing in some cases.
* Fixed an issue with Calculus AI prompts in Inbox.
* Fixed an issue with dependencies in picklist fields.
* Improvements to Phonecall provider selection.
* Several other bug fixes and quality improvements.

Ratings and Reviews

5.0 out of 5
5 Ratings

5 Ratings

App Privacy

The developer, vtiger, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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