Centralize, share, collaborate on, track, and optimize marketing and sales documents. Additionally, integrate with Dropbox and Google Drive for more free space.
Document management is the process of receiving, sharing, tracking, storing and organizing documents more effectively.
Help sales and marketing get important information to prospects and customers faster by uploading often used presentations and whitepapers to Vtiger. From there, salespeople can search for them using any document metadata, or share them with customers in one click.
In one click you can upload a document, or to share a link to a document in Vtiger's document library. Document links let recipients view the document in Vtiger's tracked document viewer.
See how every contact engages – in real time, at the page level, and to the second, with every document that you share with them, to help guide your next sales conversation.
Vtiger automatically surfaces any document shared between you and leads and contacts right inside the contact’s documents widget. This also shows you key stats on how the contact engaged with each document.
Exchange messages right on the document viewer. Need to involve someone else? Invite them using the share button. CRM users receive in-CRM notifications of new comments, while other contacts receive email notifications. This keeps everyone in the loop driving deals forward.
Share knowledge about how to improve document use, or documents themselves, through the document's internal comments box. Use @mentions of people or teams to draw their attention to the conversation.
Get virtually limitless storage, and share files with those outside the organization by integrating with the most common third-party file-sharing providers.
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
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