Vtiger CRM Mobile 4+

vtiger

Designed for iPad

    • 1.5 • 2 Ratings
    • Free

Screenshots

Description

Vtiger CRM is designed for users of Version 9 of Vtiger CRM Cloud edition

Key Features

* Agenda for the day
* Real-time notifications
* Meeting & Task reminders
* Quotes or other records that require your approval
* Messages that mentioned you or groups you are in.

User Actions

* Check-in feature with geo-fence tracking.
* Navigate feature to get directions to meeting location.
* Scan business cards
* Accept/Reject approval requests
* Add comments and mention colleagues/groups.
* Add list shortcuts to the home page.
* Viewing your contacts, deals, and all CRM records (except Settings)
* Creating or updating all CRM records (except Inventory modules)
* Attach Vtiger documents or from the device to Emails sent from Vtiger 360.
* Customize the App menu.
* Calendar View
* Tasks View
* Kanban View for Deals and Tasks
* View Contact or Organization profile scoring on a scale of 1 to 5 stars based on scoring
matrix configured by the Administrator.
* Dynamic fields in creating & edit forms to simplify forms by showing only the relevant fields.

What’s New

Version 24.5.4

New
* You can now share links to records or comments from the detail view.
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Business card scanning is now available for Leads.

Improved
* Contact, Lead and Organization images will now load on list views.
* Fixed an issue where disabled taxes or charges would appear when editing a record.
* Fixes issues with Lead conversion.
* A more informative message for duplicate restriction.
* Other minor bug fixes and improvements.

Ratings and Reviews

1.5 out of 5
2 Ratings

2 Ratings

gpbakalov ,

Very buggy!

Get used to the “Something went wrong” error message when you use this app and try to log a call, or update various fields. C’mon vTiger team, what decade are you living in? So many good things about vTiger. Why not a great app? Just now I tried to records a voice note which is a great idea (in Contacts) - too bad! Got it going but when I was done the app froze so I had to close it and lost the audio. Frustrating! It’s good thing I’m only using the free Pilot version- if I was paying for this and it wasn’t working as it should be - I would be super unhappy!

App Privacy

The developer, vtiger, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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