Build lasting relationships with your prospects by letting Vtiger deal with repetitive sales tasks using Workflows.
Workflow is a feature that enables you to automate repetitive tasks. It comprises trigger conditions, entry criteria, and actions.
Automate mundane tasks like creating a meeting or sending an email by setting up a workflow. Specify the trigger conditions and actions; let the CRM take care of the rest.
Use workflows to update a CRM field by specifying the trigger conditions and entry criteria as needed.
Generate push notifications on Vtiger CRM's mobile app via workflows to stay updated about specific events.
Invoke custom functions to specify and execute common actions in the CRM via workflows.
Vtiger's Process Designer is a graphical interface to create systematic business workflows. It helps in creating, saving and publishing the workflows. Automatically triggers and executes the workflow in the CRM. Offers smart administration by easily translating flowcharts to real business workflows.
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Hacker Earth accelerated growth by switching from Salesforce to Vtiger.