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Vtiger CRM is a web format software CRM (Customer Relationship Management) free application that allows us to get a 360-degree view of our customer relationships. Its use can be made from any computer with Internet access and a browser, allowing you to work from anywhere.

Vtiger CRM allows us to manage the business process to the sale in a single common platform for all the sales team and customer. Vtiger CRM is a leader in tools free CRM software, also has nothing to give other expensive commercial tools in its segment.

Vtiger CRM includes force automation sales, support and customer service, marketing automation, handling inventory, support for multiple handlers database, security management, product customization, calendaring, e-mail integration, extensions (for Outlook and Thunderbird), integration with Smartphones Apps for IOS and Android among other features.

Vtiger CRM includes support for mobility, has exclusive apps for Android and iPhone, is very comfortable access CRM data from anywhere with our mobile Smartphone.

Vtiger CRM screen Hostgreen

Modules in vtiger CRM are:

1. Module ¤ Precontactos

Register a database of potential people who can do business with us. At precontactos we can associate them tasks and events business visits or calls within the Calendar.

¤ Module 2. Campaigns

Records the set of commercial campaigns that want to manage from the CRM. A commercial campaign you can add N records Contacts, Precontactos, or Accounts. As a result of a campaign you have M records generated new business opportunities. We can automatically send personalized emails one by one all contacts associated with the campaign and measure the openings of emails that have occurred by contact.

¤ 3. Calendar module

Viewing on a Google Calendar of all events and dates that occur in the system. Registration of trade visits, birthday contacts, to-dos, maturity opportunities, due invoices, project start, start of activities.

¤ Module 4. Tasks / Events

As a contact, pre-contact or account we can create you a log or Event Task which controls within the calendar the date of completion of the same, also is recorded and associated within the contact tab.

¤ 5. Opportunities Module

Records all those business opportunities detected with accounts or contacts. Once the precontacted we are become the program gives us the option to create a business opportunity with the account / contact created.

¤ 6. Account Module

Records the group of companies to which we can issue them budgets, sales orders or invoices. Also associating business opportunities to manage them.

7. ¤ contact module

Records or contact people working in each of the accounts, all contact must be related to an account which is the company for which he works. Contact data has email, phone, specific direction thereof and which may be different to your associated account.

¤ 8. Budget Module

Records budgets are emitted to each Account. Given a budget it consists of N lines of products / services to budget. Every budget can be printed to PDF, you may be associated with a business opportunity and has a date of issuance thereof. Budgets can go through different states (created, pending, accepted). Every budget can be generated from a copy of the Sales Order or a copy of the invoice (check it).

¤ 9. Module Sales Orders

Records the set of confirmed there with customers orders. All Sales Order can have an associated budget which is generated from the. Sales Order has N products / services on which it is processed.

¤ 10. Invoices Module

Invoices records the set of sales there to Customers (Accounts). Any bill may be associated with an initial budget generated from it, or to an Order.

¤ 11.- Module Suppliers

Records database providers that have to issue purchase orders to them.

¤ 12.- Purchase Order Module

Records the purchases set of requests that are made to suppliers. Any purchase order is associated with a provider and has a record date. The purchase order has N products / associated services. Within the purchase order when we made it we can choose as product price to the price of a special rate shopping.

¤ 13.- Module Project

Record the number of projects running that the company has. Every project is related to an account. Projects have data such as project status or start date and end date thereof.

¤ 14.- Activities Module

Record the set of activities in which the projects are divided. All activity is associated with a project. The activities have a start date and an end date. The project can be an online planing thereof within the section more information about the project.

¤ 15.- Incident Module

Record the set of aftermarket incidents there with customer accounts or contacts. Given an incident this goes through different states (pending, in progress, resolved). Incidents can be automatically aperturazas in vTiger for a client to send email or by a high from the customer portal module.

¤ 16.- Module Products / Services

Logs all products and services, with their sales prices, different rates of sales, Iva applicable, stock available. Services are special products which do not have stock. There is possibility to sort by product family. All products are visible when budgeting, sales orders, invoices, purchase orders.

¤ 17. Documents Module

Manages documents that may be associated with Accounts, Contacts, Precontactos, Opportunities, Quotes, Invoices and other major modules. It can be structured in this entire document management folders. You can attach these documents in the process of sending emails from the tool itself.

¤ 18.- Module Customer Portal

Portal access for customers of the company. Through a login / password that comes by automatically email the client connects to this website and can work with: the list of budgets that have been issued, the invoice list, the list of issues to manage, open a new incidence.