In our interconnected world, understanding the past and present relationships between contacts and organizations is more critical than ever.
Whether leveraging a warm introduction, personalizing communication, or recognizing a potential conflict of interest, keeping track of connections brings many benefits.
With Vtiger’s new Connections feature, you can effortlessly map and visualize these vital relationships within your CRM.
Imagine seamlessly identifying family ties between contacts, tracking professional associations, or even uncovering shared affiliations with organizations.
Here's how Connections can empower your business:
Boost Conversions: Leverage warm introductions and shared affiliations to increase conversion rates and build stronger relationships.
Enhance Communication: Tailor your outreach with insights into personal and professional connections for more impactful engagement.
Mitigate Risks: For legal professionals, Connections helps avoid conflicts of interest by revealing relationships between clients.
Key Features you'll love:
Customizable Connection Types: Define specific types of relationships that matter most to your business.
Visual Connection Diagrams: Gain a visual overview of how contacts and organizations are connected.
Effortless Management: Easily add, update, or remove connections as relationships evolve.
The Connections feature is available in One Professional and One Enterprise editions at no additional cost.
Inbox support is now available in the Mobile app. With the Inbox module in the Mobile app, you can:
View your configured Inboxes, My Mailbox, and Group Mailbox (which you are a part of).
Send, reply, and forward emails and add comments to email threads.
Enhancements
The business card reader now has a rotate option that you can use to correct the orientation of images taken with the camera.
An option to copy the organization’s address will be shown when you are creating a contact from an organization or when adding an organization to a contact’s related organization field.
Inbox support is now available in the Mobile app. With the Inbox module in the Mobile app, you can:
View your configured Inboxes, My Mailbox, and Group Mailbox (which you are a part of).
Send, reply, and forward emails and add comments to email threads.
Enhancements
The business card reader now has a rotate option that you can use to correct the orientation of images taken with the camera.
An option to copy the organization’s address will be shown when you are creating a contact from an organization or when adding an organization to a contact’s related organization field.
Do you use OTPs as a part of your business activities?
The Vtiger OTP Rules and Validation feature adds an extra layer of security to CRM activities by using one-time password (OTP) verification.
Admins can set customizable OTP rules to secure specific CRM actions and records, ensuring tasks are accurately executed and recorded. This feature enhances transparency and protects the system from fraudulent updates.
Read our blog to learn about Vtiger’s OTP feature and its benefits.
We have a list of how-to videos demonstrating how to use and configure the CRM. It is our one-stop learning destination for all things Vtiger CRM. We have new courses on the Organizations and Sales Enablement modules.
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.
We have a list of how-to videos demonstrating how to use and configure the CRM. It is our one-stop learning destination for all things Vtiger CRM. We have new courses on the Organizations and Sales Enablement modules.
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.
