Change outcomes with proactive actions with Vtiger’s Prediction AI
- From the CEO’s Desk
Data-driven insights are no longer a luxury, but a necessity. With the new Calculus Prediction AI Designer, we are pleased to put the power of predictive analytics directly into the hands of Vtiger One CRM users.
Without predictions, we're like sailors navigating without a weather forecast. We can only react to the storm once it hits, instead of charting a course to avoid it altogether.
Our latest feature, Prediction AI Designer changes that. It empowers you to anticipate what's coming and enables you to make proactive decisions that shape the future of your business.
Imagine being able to predict which leads are most likely to convert, which salesperson is best suited for an opportunity, which support case is likely to violate the SLA, or which customers are likely to churn. With this knowledge, your sales and marketing teams can focus their efforts where they'll have the greatest impact, leading to increased efficiency, improved customer satisfaction, and ultimately, greater revenue.
Vtiger's Prediction AI Designer is easy to use. You can create and deploy predictive models in minutes, not days or weeks. And because it's built directly into Vtiger, you can seamlessly integrate predictions into your existing workflows and processes.
For more details on Prediction AI Designer, please click here.
Feature Announcements
Booster Pack for line items in a Deal (Opportunity)
The new Booster Pack for the Line Item block in the Deals (Opportunity) module lets you add more fields to the Line Item block if you have exceeded the field limits for your edition.
Each pack will allow 10 custom fields
The maximum number of packs allowed is 10.
Price - $15 per month.
Custom Font Add-on
You can now add custom fonts specific to your business through the Custom Fonts Add-on. This font will then be available along with the default fonts in your CRM instance.
Supported font types: .ttf, .otf, .woff, .woff2
Max file size: 5MB
Max fonts allowed: 50
Invoices for Billable Tasks
Those in the service industry (such as Beauty and Wellness, Travel, etc.) can easily create invoices using Billable Tasks. The More option in Tasks, Projects, and Contacts now lists Invoices. You can generate invoices for completed tasks in a Project for a customer from the Contacts page.
You can also add Time logs for each billable task you create.
Booster Pack for line items in a Deal (Opportunity)
The new Booster Pack for the Line Item block in the Deals (Opportunity) module lets you add more fields to the Line Item block if you have exceeded the field limits for your edition.
Each pack will allow 10 custom fields
The maximum number of packs allowed is 10.
Price - $15 per month.
Custom Font Add-on
You can now add custom fonts specific to your business through the Custom Fonts Add-on. This font will then be available along with the default fonts in your CRM instance.
Supported font types: .ttf, .otf, .woff, .woff2
Max file size: 5MB
Max fonts allowed: 50
Invoices for Billable Tasks
Those in the service industry (such as Beauty and Wellness, Travel, etc.) can easily create invoices using Billable Tasks. The More option in Tasks, Projects, and Contacts now lists Invoices. You can generate invoices for completed tasks in a Project for a customer from the Contacts page.
You can also add Time logs for each billable task you create.
Do you integrate your CRM with third-party apps to capture digital signatures?
Vtiger’s Signature field lets you capture signatures on mobile devices and save them directly in the CRM in the form of PDF files.
Read our blog to learn about the benefits of creating digital signatures effortlessly in Vtiger CRM and avoid the hassles of integrating with other apps.
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.
One of my favorite features in the Vtiger CRM is Events.
It is incredibly useful for managing my activities, such as creating meetings and applying for leave. It allows me to create detailed event records, including date, time, meeting notes, and location.
Three things that caught my attention:
Global Access: I can set up meetings from anywhere within the CRM without necessarily going to the Events module.
Seamless Integration with Google Calendar: This makes it easier to sync my scheduled events across all devices.
Customizable Reminders: These can be set at different intervals, such as days, hours, or minutes, ensuring I stay updated about all my important meetings or events beforehand.
What truly sets the Events feature apart is its ability to simplify the leave application process. Instead of drafting lengthy leave applications, I can create leave events directly in the CRM. It is a straightforward process that saves time and effort making it one of the most convenient features that I use.
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