Vtiger

Deliver a seamless customer experience across sales, marketing, and customer service.

Vtiger CRM helps small and medium sized businesses deliver a streamlined and meaningful customer experience across the entire customer life cycle. It does this by creating a single 360-degree historical view of each customer, ensuring that everyone in a business is on the same page about how to nurture and move each relationship and deal forward. It additionally provides tools for sales teams to accelerate the sales pipeline and increase wins, for marketing teams to improve reach, engagement and ROI, for customer support to seamlessly provide multi-channel support and increase satisfaction, and for everyone to collaborate and manage projects with ease.

Sales organizations use Vtiger to optimize their sales pipelines, team performance, and increase sales wins. Teams see a single view of each contact and deal as they move through the sales pipeline, including notes, conversations, and appointments. As deals are won, Vtiger can generate quotes, invoices, sales orders, purchase orders, and other documents that can be routed through Docusign for instant approval from customers or vendors. Vtiger automatically tracks and updates the signature status of these documents to reduce deal completion times to just minutes. Vtiger also provides robust reporting and insights into sales performance.

Additionally, Vtiger enables marketing organizations to capture leads from the web, segment leads and customers, and design and track campaign performance and ROI, including through targeted email marketing.

Vtiger also enables customer service organizations to provide and track multi-channel customer service that spans phone, email, chat, and social customer service. Each support request automatically generates a case that can be assigned to customer service team members. Cases obey configurable SLAs, and case analytics enable support teams to continuously drive improvements in efficiency and customer satisfaction.

Key Features

  • See a 360-degree historical view of every business contact and deal

  • Monitor deals through the sales pipeline. Once they’re won, generate and send quotes, invoices, and sales orders

  • Segment contacts and send targeted, measured email marketing

  • Provide multi-channel customer service, with SLAs, a knowledge base, and customer portal

  • Generate insights by building reports that pull from all data across Vtiger

Screenshots

A document record in Vtiger, Prior to obtaining signatures

This is a document record in Vtiger's E-Sign module. The document is ready to be sent for e-signing but hasn't yet been sent. Notice that "Sent On" and "Signed On" fields are empty.

A document record in Vtiger, Prior to obtaining signatures

This is a document record in Vtiger's E-Sign module. The document is ready to be sent for e-signing but hasn't yet been sent. Notice that "Sent On" and "Signed On" fields are empty.

The list-view of DocuSign-integrated documents

This is the list-view of documents in Vtiger that will be, or have already been routed through DocuSign for obtaining E-signatures.

The list-view of DocuSign-integrated documents

This is the list-view of documents in Vtiger that will be, or have already been routed through DocuSign for obtaining E-signatures.

Transforming a Vtiger invoice into an E-signable PDF

In just a few clicks, invoices and other documents generated in Vtiger can be transformed into PDF files, to be routed through DocuSign for obtaining E-signatures.

Transforming a Vtiger invoice into an E-signable PDF

In just a few clicks, invoices and other documents generated in Vtiger can be transformed into PDF files, to be routed through DocuSign for obtaining E-signatures.

Resources

Got Questions?

  • 24/7 Phone: 877-784-9277

  • Email: support@vtiger.com

  • Chat: go to vtiger.com and use our chat plugin

Compatibility

The Docusign integration is compatible with Sales Professional, Support Professional, and Ultimate Editions of Vtiger.

About the partner 

We make customer relationship management software to help businesses know their customers better, grow sales, improve marketing ROI, and deliver great customer service experiences.

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