Discover Connections Across Contacts & Organizations

Vtiger’s Connections feature gives you a complete view of how Contacts, Leads, Organizations, and Vendors are linked, helping you track relationships and strengthen business interactions.

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What are Vtiger's Connections?

Vtiger’s Connections feature uncovers past and present relationships between contacts, such as professional relationships (e.g., reported to, reports to) and affiliations with organizations (e.g., worked at, works at).

Easily Add New Connections

To establish relationships within the CRM, create links between records of Contacts, Organizations, Leads, or Vendors modules. Whether it’s a business partnership or a referral lead, easily map out relationships to better understand how entities are connected.

Modify Existing Connections

Update or edit details of the previously established connections. Whether a contact changes an organization, a vendor becomes a partner, or a new stakeholder is introduced, you can easily modify the connections to keep your CRM data accurate and relevant.

Easily Remove Connections

Unlink associations between the records when they are no longer relevant or required. Whether a business relationship ends, a vendor contract is discontinued, or an employee moves to another organization, removing outdated information keeps your CRM up-to-date and clutter-free.

Use Cases

Support & Case Resolution

A support agent at a telecom company receives a complaint from a vendor about a service outage. Using Vtiger Connections, the agent sees that the vendor is linked to a high-value enterprise customer. The agent prioritizes the case and proactively informs the enterprise customer about the issue before they file a complaint.

Sales & Lead Management

A sales rep at a software company is pursuing a lead at ABC Corp. Using Vtiger Connections, they discover that a key decision maker at ABC Corp. previously worked at XYZ Inc., an existing customer. The rep connects with their contact at XYZ Inc. to gain insights, make the outreach more personal, and increase the chance of closing the deal.

Case studies

Why our customers love us

Sales Productivity

Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.

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Automate

Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.

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Customer Base Growth

GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.

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