Crush your sales targets by focusing on the right deals and forecasting accurately with the Vtiger Deals system.
Deal management system helps manage the deals in your sales pipeline by executing the deal workflows and establishing deal parameters.
Use One View to spot deals with the highest chances of closure with advanced lead, profile, and sentiment scoring using Calculus AI. Close deals swiftly with essential data relating to past key interactions of a customer.
Define activities that the sales team must perform at each sales stage so deals progress smoothly.
Check out your deals in the List View or Kanban View. While the List View displays your deals in a list form, the Kanban View shows them as cards in the form of a visual storyboard.
Save time creating deals from any screen using Quick create. Enter just a few necessary details and you are good to go!
Ensure consistency across deals and quotes by syncing them. Line items you add to a quote are automatically added to the related deal when syncing is enabled.
Move deals to different pre-configured pipelines as needed. The CRM records a deal's time spent in all sale stages, helping you map them to different pipelines easily.
Specify the mapping between deal attributes and project attributes to ensure efficient conversion of a deal to a project.
Vtiger's One View puts everything related to a deal in one place making it both time-efficient and easy to work with deals.
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
Sign up for Vtiger to focus on the right deals and achieve your sales goals faster.