Compose specific UI layouts with the Layout Designer

- From the CEO’s Desk

We are excited to introduce a new feature in Vtiger CRM called Layout Designer.

It allows you to create custom UI layouts for each module. It helps you provide a personalized experience to your users that is tailored to their needs and roles.

In today's fast-paced business environment, different users have different requirements when it comes to accessing and analyzing data. 

For example, for a sales rep, the Deal page should display the next steps, key decision-makers, and pain points, front and center. For a sales manager, the Deal page should show what happened in the recent past, and any insights.

Similarly, a Contact page should prominently feature related documents if used in a real estate or law office. In contrast, a Contact page should feature related deals and cases in a B2B sales organization. 

To achieve optimal user experience, the information displayed on the screen should match what the user needs - not more, not less. The Layout Designer will help you create screens with such exact layouts.

Layout Designer offers several benefits, including:

  • Increased Sales Efficiency: Reps close deals faster by quickly accessing what they need without sifting through irrelevant data.
  • Improved User Experience: The Layout Designer enhances the overall user experience by providing users with a customized view of their data.
  • Increased Productivity: A personalized layout allows users to access the most relevant data and perform their tasks more effectively, leading to increased productivity and improved performance.

The Layout Designer also improves alignment and increases data integrity by displaying information specific to the user. 

We believe that Layout Designer is a game-changer for businesses. By providing organizations the flexibility to create customized layouts, we are enabling you:

  • To empower your users with a personalized and efficient CRM experience. 
  • To unlock the full potential of their CRM data and drive better business outcomes.

Note: Layout Designer is currently available in beta release. To request access, please email [email protected].

 
 

Feature Announcements

 
 

Masking Add-on

The Masking Add-on allows you to implement field-level masking and protect this sensitive data from unauthorized access. Masking is available at the field level in all modules that support email, phone, and text.

Read our article to know more.

 

Masking Add-on

The Masking Add-on allows you to implement field-level masking and protect this sensitive data from unauthorized access. Masking is available at the field level in all modules that support email, phone, and text.

Read our article to know more.

 
 
 

The Vtiger Blog

 
 

Customizing the Telegram Bot for Better Interactions

Do you use the Telegram App?

Then read our blog to know why using the Telegram bot is beneficial for your business. We also discuss the advantages of integrating the Telegram app with Vtiger CRM for enhanced customer interactions.

Click here to read our blog on integrating the Telegram App with Vtiger CRM.

 
 

Vtiger Academy & Knowledge Base

 
 

Have you signed up for Vtiger Academy yet? 

We have a whole list of how-to videos that show how you can configure the CRM.

It is our one-stop learning destination for all things Vtiger CRM. 

Jumpstart your Vtiger CRM journey today!

 

Knowledge Base is our repository of articles (help documentation) and FAQs. Search for and read an article for quick know-how about a feature.

Read our latest article on the Masking Add-on.

 

Have you signed up for Vtiger Academy yet? 

We have a whole list of how-to videos that show how you can configure the CRM.

It is our one-stop learning destination for all things Vtiger CRM. 

Jumpstart your Vtiger CRM journey today!

 

Knowledge Base is our repository of articles (help documentation) and FAQs. Search for and read an article for quick know-how about a feature.

Read our latest article on the Masking Add-on.

 
 

Get exclusive CRM content!