WOW That’s a lot of features!
|
vtiger
CRM |
CRM CUSTOM |
CRM+
eCommerce |
CRM+
QuickBooks Integration |
Sales Force Automation |
||||
Lead Management |
![]() |
![]() |
![]() |
![]() |
Account & Contact Management |
![]() |
![]() |
![]() |
![]() |
Opportunity Management |
![]() |
![]() |
![]() |
![]() |
Sales Quotes |
![]() |
![]() |
![]() |
![]() |
Email Support |
![]() |
![]() |
![]() |
![]() |
User Management |
![]() |
![]() |
![]() |
![]() |
Profiles |
![]() |
![]() |
![]() |
![]() |
Roles |
![]() |
![]() |
![]() |
![]() |
Groups |
![]() |
![]() |
![]() |
![]() |
Organization-level Access Control |
![]() |
![]() |
![]() |
![]() |
Workflow Manager |
![]() |
![]() |
![]() |
![]() |
Accounts Hierarchy |
![]() |
![]() |
![]() |
![]() |
Email Status Tracking |
![]() |
![]() |
![]() |
![]() |
Customer Support & Service |
||||
Trouble Tickets |
![]() |
![]() |
![]() |
![]() |
Knowledge Base |
![]() |
![]() |
![]() |
![]() |
Attachments for FAQ |
![]() |
![]() |
![]() |
![]() |
Customer Self Service |
![]() |
![]() |
![]() |
![]() |
Online Knowledge Base |
![]() |
![]() |
![]() |
![]() |
Marketing Automation |
||||
Campaign Management |
![]() |
![]() |
![]() |
![]() |
Mass Mailing |
![]() |
![]() |
![]() |
![]() |
E-mail Templates |
![]() |
![]() |
![]() |
![]() |
Custom Fields in E-mail Templates |
![]() |
![]() |
![]() |
![]() |
Mail Merge Templates |
![]() |
![]() |
![]() |
![]() |
Inventory Management |
||||
Products Catalog |
![]() |
![]() |
![]() |
![]() |
Quick Create Products |
![]() |
![]() |
![]() |
![]() |
Services for Labor Items |
![]() |
![]() |
![]() |
![]() |
Price Books |
![]() |
![]() |
![]() |
![]() |
Vendor Management |
![]() |
![]() |
![]() |
![]() |
Purchase Orders |
![]() |
![]() |
![]() |
![]() |
Sales Orders |
![]() |
![]() |
![]() |
![]() |
Worksheet (Print sales order without prices) |
|
![]() |
|
![]() |
Invoices |
![]() |
![]() |
![]() |
![]() |
Recurring Invoices |
![]() |
![]() |
![]() |
![]() |
Activity Management |
||||
To Dos, Meetings & Calls |
![]() |
![]() |
![]() |
![]() |
Recurring Events |
![]() |
![]() |
![]() |
![]() |
Shared Calendar |
![]() |
![]() |
![]() |
![]() |
Activity History |
![]() |
![]() |
![]() |
![]() |
E-mail Notifications |
![]() |
![]() |
![]() |
![]() |
Notes |
![]() |
![]() |
![]() |
![]() |
Popup Reminder Support for Calendar Events |
![]() |
![]() |
![]() |
![]() |
Productivity Add-ons |
||||
Email Client |
![]() |
![]() |
![]() |
![]() |
Outlook Plug-in |
![]() |
![]() |
![]() |
![]() |
Office Plug-in |
![]() |
![]() |
![]() |
![]() |
Thunderbird Extension |
![]() |
![]() |
![]() |
![]() |
Customer Portal |
![]() |
![]() |
![]() |
![]() |
RSS Feeds |
![]() |
![]() |
![]() |
![]() |
Web forms |
![]() |
![]() |
![]() |
![]() |
Mozilla Firefox Plugin |
![]() |
![]() |
![]() |
![]() |
Reports & Dashboards |
||||
Key Metrics |
![]() |
![]() |
![]() |
![]() |
Customizable Reports |
![]() |
![]() |
![]() |
![]() |
20 Pre-built Reports |
![]() |
![]() |
![]() |
![]() |
20 Pre-built Dashboards |
![]() |
![]() |
![]() |
![]() |
Report Folders |
![]() |
![]() |
![]() |
![]() |
Easy Creation of Custom Reports |
![]() |
![]() |
![]() |
![]() |
Other Features |
||||
Feedback and News link for Administrators on Home Page |
![]() |
![]() |
![]() |
![]() |
Recycle bin Feature |
![]() |
![]() |
![]() |
![]() |
Role based Custom Filters / Views |
![]() |
![]() |
![]() |
![]() |
Sequence Numbering for All Modules |
![]() |
![]() |
![]() |
![]() |
Users filter for Calendar events in Calendar view |
![]() |
![]() |
![]() |
![]() |
Duplicate Record Merging |
![]() |
![]() |
![]() |
![]() |
Backup Server support (local and ftp) |
![]() |
![]() |
![]() |
![]() |
Home Page Customization |
![]() |
![]() |
![]() |
![]() |
Layout Editor |
![]() |
![]() |
![]() |
![]() |
Mail Scanner |
![]() |
![]() |
![]() |
![]() |
Mass Edit Feature |
![]() |
![]() |
![]() |
![]() |
Record Change Indicator |
![]() |
![]() |
![]() |
![]() |
Asterisk Integration (make and receive phone calls) |
![]() |
![]() |
![]() |
![]() |
Vtlib – for Developing Custom Modules |
![]() |
![]() |
![]() |
![]() |
Module Manager |
![]() |
![]() |
![]() |
![]() |
Field Formulas |
![]() |
![]() |
![]() |
![]() |
PDF Configurator |
|
![]() |
![]() |
![]() |
Product Customization |
||||
Custom Fields (10 different data objects) |
![]() |
![]() |
![]() |
![]() |
Pick Lists |
![]() |
![]() |
![]() |
![]() |
Custom List Views |
![]() |
![]() |
![]() |
![]() |
Drag & Drop Modules |
![]() |
![]() |
![]() |
![]() |
Currency Customization |
![]() |
![]() |
![]() |
![]() |
Worker Time Tracking & Reporting |
||||
Three Workers Can Track Time on one Sales Order or Invoice |
![]() |
![]() |
||
Payroll Report – Hours Worked Each Day, % Billable vs. Non |
![]() |
![]() |
||
Sales Commission Report |
![]() |
![]() |
||
Billable Hour Commission Report |
![]() |
![]() |
||
Custom Fields Typically Used for Service |
![]() |
![]() |
||
Enhanced Scheduling |
||||
“One-click” Button Creates Outlook Calendar Item From SO |
![]() |
![]() |
||
Geographic Mapping and Resource Deployment |
WE SEEK A SPONSOR FOR THIS, CALL
|
|||
Enhanced Sales Orders & Invoicing Pages |
||||
Multiple Sales Tax Codes |
|
![]() |
![]() |
|
Contact Name, Phone and Email on Sales Order |
|
![]() |
![]() |
|
Create Purchase Order “One-click” Button |
|
![]() |
![]() |
|
Shows Customer Credit, Terms, Contract and Other Info |
|
![]() |
![]() |
|
Additional Status Fields |
|
![]() |
![]() |
|
Order Taken By Field |
|
![]() |
![]() |
|
Auto populate Labor Rate and Primary Contact based on Account selected |
|
![]() |
![]() |
|
eCommerce Integration With Zen Cart |
||||
Automatically Creates New Customers From Web Into CRM |
|
![]() |
||
Automatically Creates New Orders From Web Into CRM |
|
![]() |
||
Automatically Creates New Parts From Web Into CRM |
|
![]() |
||
Updates Web With CRM Inventory Quantities and Prices |
WE SEEK A SPONSOR FOR THIS, CALL
|
|||
Updates Web With CRM Images |
WE SEEK A SPONSOR FOR THIS, CALL
|
|||
Updates Web With CRM Descriptions |
WE SEEK A SPONSOR FOR THIS, CALL
|
|||
Quickbooks Integration | ||||
Pro, Premier, Enterprise and POS |
A custom item we can do for you. Please call.
|
|||
New CRM Customers Copied To QuickBooks |
|
![]() |
||
New CRM Purchase Orders Copied To QuickBooks |
|
![]() |
||
New CRM Invoices Copied To QuickBooks |
|
![]() |
||
Point Of Sale (POS) |
||||
Custom Fields (10 different data objects) |
WE SEEK A SPONSOR FOR THIS, CALL
|
|||
Pick Lists |
A custom item we can do for you. Please call.
|
|||
Customization |
||||
Call for more info 480-664-4141 |
|