vtiger
Vtiger is a web application that is installed on a client’s server or hosting or on one of our hosting services. It supports hundreds of users and manages a database of millions of customers.
Vtiger is deployed in more than 500 thousand companies worldwide and has been awarded by different enterprise application evaluation companies.
Characteristic
Complete
It includes the functionalities to execute marketing campaigns, manage sales opportunities, do customer service and manage projects.
Easy
It includes the functionalities to execute marketing campaigns, manage sales opportunities, do customer service and manage projects.
Flexible
Being open source, and unlike most software offered by subscription in the cloud, with vtiger you can implement any process or business rules, even innovative processes.
Applications
vtiger for Marketing Campaigns
- B2B and B2C customer database
- Attribute-based customer micro-segmentation
- Personalized mass sending of emails and SMS
- Automatic capture of leads from social networks and web forms
- Telemarketing campaigns
vtiger for Sales
- Prospect tracking and qualification
- Follow-up of sales opportunities
- Activities Calendar
- Creation and monitoring of quotes
- Creation of purchase orders
- Collaboration functionality between members of the sales team
vtiger for Customer Service
- Follow-up of complaints, claims
- Follow-up of guarantees and post-sale
- Monitoring of service contracts
- FAQ base
- Customer self-service portal
- Ticket creation from customer email
- 360° view
With vtiger it is easy to create a great customer experience as in a single view you can see the interactions made with the customer making it possible to take the best action with the customer at all times.
- Contact information
- History of transactions and sales activities
- Customer problems and needs
- Marketing, sales and support interactions
- List of products and services used
- User preferences
- Upsell offers and cross-sell opportunities
- Website and mobile app analytics
- Omnichannel
Vtiger includes a platform of web services and APIs to integrate with digital channels, messaging and video conferencing systems, which enhance digital marketing, make sales more efficient and give greater agility to customer service, improving the customer experience.
- Integration with bulk SMS and email systems, such as Mailchimp, emBlue, Masterbase and others
- Integration with WhatsApp, Facebook Messenger, Instagram Direct, Zoom, Microsoft Teams, chatbot systems, among others
- Integration with web forms (landing pages) and Contact Us page
- Integration with the lead generation services of Facebook, Instagram, LinkedIn, Twitter, among others.
- Automation
- Workflow platform (workfow), for sending notifications, updating data, and different personalized functions
- Integration with ERPs, from Starsoft to SAP, and other business systems, through APIs and web services
- Integration with Google Calendar and Outlook 365 calendars
- Generator of graphic reports and lists with export to Excel, to visualize campaign results, sales projections, tickets with frequent problems, among many others.
- Attach all types of files: documents, images, audios, videos.
- Quick and easy creation of new modules that take advantage of the workflow platform, APIs, web services, privacy system, and reporting system
- Mobile app
Vtiger has a complete and powerful mobile application, giving sales and customer service users, having their customers, opportunities and post-sales information at hand and speeding up their work. The mobile app mirrors the vtiger web app settings. The application has a free version and a subscription license at a very affordable price, and is available on iPhone and Android devices.
- Core functionality, maximizing its power and giving it enormous flexibility to meet the growing and changing needs of customers.
- They include PDF generator extensions, Kanban views, integration with Google Drive.
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