Want to record the excess stock you have in the CRM? We have added two new modules, Sales Return – for the excess stock the customer has returned, and Purchase Return – for the excess stock you are left with after purchase.

With these two modules in place, you can update the inventory with current stock numbers. You can also add the reason for return using a simple picklist.

Want to record the excess stock you have in the CRM? We have added two new modules, Sales Return – for the excess stock the customer has returned, and Purchase Return – for the excess stock you are left with after purchase.

With these two modules in place, you can update the inventory with current stock numbers. You can also add the reason for return using a simple picklist.

Gantt Chart: Advance filter conditions in the ListView to control and display data. Great user experience.

From Name field in the Emails module: The names of mail senders will now be saved under the From Name field and shown in the Updates log.  

Zoom Integration: You will now be able to create an event using the ‘Activity Type’ field. The event you create will display details for the Zoom Meet, just like the Google Meet integration.

Order of the first name and last name: With this new name format, you will now be able to add names of contacts in the Last Name and First Name format, where the last name will appear first, followed by the first name. Especially useful for our Japanese customers.

Emails have GoTo actions: You will now be able to add action-supported buttons in your emails. With the GoTo actions, you can direct the user to your website to take actions multiple times. Sending that offer, survey, and gathering customer data becomes that much easier.  

Release Notes

Amagi Group is a technology services company focused on developing and delivering world-class digital solutions that help its customers maximize their potential. They are based in Caracas, the heart and capital of Venezuela, but are also bringing their expertise and solutions to their customers in the United States, Spain, Ecuador, and Chile.

Amagi Group is a technology services company focused on developing and delivering world-class digital solutions that help its customers maximize their potential. They are based in Caracas, the heart and capital of Venezuela, but are also bringing their expertise and solutions to their customers in the United States, Spain, Ecuador, and Chile.

Amagi Group has found Vtiger’s Cloud CRM to be the best fit for their organization. Wilmer Oliveros, Sales Operations, explains, “We were looking for the best CRM on the market, we compared the capabilities and decided that Vtiger has the tools, characteristics, and features that we were looking for at an unexpectedly low cost per seat.”

He continues, “With Vtiger’s CRM, we have everything in the Cloud. Everyone has the opportunity to manage and view all information and data in real-time. We now have a clear understanding of how everything is moving, which provides us with the capabilities to grow while also understanding exactly where the growth is coming from.”

With the Reports module, Amagi Group can also present clear and accurate data to their stakeholders, helping to provide a clear and accurate path for growth. 

Vtiger CRM helps Amagi Group manage its data and users in real-time. Amagi also receives support from their Vtiger account manager and various support channels.

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Is your database clogged with duplicate records? That is worrisome as duplicate records provide inaccurate data to your sales team. They also take up extra storage space in your database. 

Use the Find Duplicates feature to clean up your database. Ensure you have the most relevant up-to-date data in your CRM. 

Read our blog, Big Little Things – Find Duplicates, to know more.

Big Little Things covers lesser-known and sometimes overlooked features in Vtiger CRM that pack a big punch.

Is your database clogged with duplicate records? That is worrisome as duplicate records provide inaccurate data to your sales team. They also take up extra storage space in your database. 

Use the Find Duplicates feature to clean up your database. Ensure you have the most relevant up-to-date data in your CRM. 

Read our blog, Big Little Things – Find Duplicates, to know more.

Big Little Things covers lesser-known and sometimes overlooked features in Vtiger CRM that pack a big punch.

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. For quick know-how about a feature, search for and read an article.

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. For quick know-how about a feature, search for and read an article.

Technology trends that are here to stay!

The pandemic created an upheaval across the world. Suddenly businesses either slowed or shut down, people were isolated at homes, with social distancing becoming a new buzzword. 

Some of you might have imagined that along with society, businesses might have come to a grinding halt. Not so, since technological innovations kept businesses alive. 

Tech innovations like internet connectivity, e-commerce, video streaming, and video conferencing are here to stay. Employees have converted their bedrooms and living rooms into offices. Hybrid work seems to be on everyone’s mind. e-Commerce has helped with our shopping needs - you can buy everything from groceries to buying expensive gadgets online. 

The Forbes Technology Council lists 14 technology innovations that will continue to impact the world post-pandemic.

Vtiger CRM has great video conferencing features. You can integrate different video conferencing tools such as Google Meet, Microsoft Teams, Webex, etc., with Vtiger CRM. You can create meeting records and with CRM data at your fingertips, you can vastly improve customer interactions

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