Deal Room: The Deal Room feature is a collaborative hub designed to bring together sellers and buyers. The Deal Room will provide the latest information in a single place to all stakeholders related to a deal. It is available for the Deals module and every Deal record.

Process Designer: Vtiger’s latest feature, the Process Designer module, helps you create and design workflows for your business. You can now simulate your existing processes, conditions, and parameters to develop an optimized version to enhance an existing process and boost productivity.

Active Users information:

• Detail View: Records display Profile icons of three Active Users in the header section.
• Inbox (Group mailbox): The CRM displays the Profile icons of three active users in the header section of the emails for Group mailboxes.

Cases and Internal Tickets: Related Cases lists all the open cases and sorts based on SLA Due in One View.

Inbox: Users won’t be able to use their personal Gmail accounts for My Mailbox Setup > 2-way sync Setup. The CRM displays an error message in these cases.

List View:

• Settings > Customize option displays a list of all customizable module settings for Admins. 
• Now provides, an Export to Google Spreadsheet option is provided to export a record to a new or an existing Google Spreadsheet.

SLA Time Elapsed field: Is now available in Calendar module > Print Template and the Tasks module > SLA Information > Details.

TXM is a top 100 telecommunication solution provider. TXM provides integrated communications and cloud solutions for Service Providers & Enterprises globally.

TXM is a top 100 telecommunication solution provider. TXM provides integrated communications and cloud solutions for Service Providers & Enterprises globally.

Vtiger implemented the Help Desk module. It provided TXM with an incident management solution to register, assign, process, and resolve incidents reported by the users through different channels such as phone, email, and a self-service customer portal.

TXM boosted customer satisfaction from 7.4 to 8.9% and achieved SLA compliance by over 99% within the first three months of using Vtiger’s solution. 

Read more.

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. 

With businesses going global and many people opting to work from home, you hear more and more instances of documents being signed digitally or electronically these days. Sending documents by snail-mail or courier for signatures or approvals seems to be phasing out.

With businesses going global and many people opting to work from home, you hear more and more instances of documents being signed digitally or electronically these days. Sending documents by snail-mail or courier for signatures or approvals seems to be phasing out.

Digital signatures and electronic signatures (e-signatures) are as authentic as traditional paper and ink. The difference between an electronic signature and a digital one is encryption. A good digital signature app ensures that signatures are almost impossible to forge or tamper with. These days digital signatures are commonly used to sign contracts, agreements, approvals, etc. For example, a record of financial transactions, employee contracts, business agreements, and so on. The advantage is you can also set up an approval process or a multi-level signature process for a document using these apps, thereby saving time. Imagine a paper document moving from desk to desk for the same till all signatories add their stamp of approval.   

Many CRMs provide integration with digital signature apps such as DocuSign, Adobe Sign, Hello Sign, Zoho Sign, etc. (Top eSignature Apps). Integrating with these apps makes it easy for you to send, sign, and receive documents anywhere and anytime. What’s more, these apps are supported on a variety of devices. 

Vtiger CRM supports easy integration with DocuSign and Zoho Sign, two popular e-signing apps. You can automate the signing process by setting up a workflow and also track a document’s progress. Enable your employees, customers, and partners to sign documents from anywhere and keep your business running smoothly.