Vtiger CRM

Key Features * View your agenda for the day. * Get all the important information for a record at a glance with One View. * Get Real-time notifications for actions in the CRM. * Get Meeting & Task reminders. * Review Quotes or other records that require your approval. * View and reply to comments that mentioned you or groups you a part of. * Use Calculus AI + GPT to compose email replies and get insights on your data. (Requires Calculus AI add-on to be installed) User Actions * Check-in feature with geo-fence tracking. * Navigate to get directions to meeting location. * Scan business cards. * Accept/Reject approval requests. * Sync your call logs to your Calendar on Vtiger. * Add comments and mention colleagues/groups. * Viewing your Contacts, Deals, and all CRM records. * Creating or updating all CRM records. * Attach Vtiger documents or from the device to Emails. * Calendar View. * Tasks View. * Kanban View for Deals and Tasks. Note: This app only supports Vtiger CRM Cloud Version 9 and above. Please visit vtiger.com to signup for an account.