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