Vtiger CRM Mobile [iPad]

Vtiger CRM Mobile

vtiger 無料 iPhone / iPad対応ビジネス仕事効率化 64bit

Trend

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iPhone
iPad

vtigerのビジネスアプリ

「Vtiger CRM Mobile」は、vtigerが配信するビジネスアプリです。

ビジネス仕事効率化

このアプリの話題とニュース

新バージョン24.5.6が配信開始。新機能や改善アップデートがされています。(5/31)
2021年3月3日(水)にiPhoneとiPad両対応のユニバーサルアプリとしてリリース！

使い方や遊び方

Vtiger CRM is designed for users of Version 9 of Vtiger CRM Cloud edition

Key Features

* Agenda for the day
* Real-time notifications
* Meeting & Task reminders
* Quotes or other records that require your approval
* Messages that mentioned you or groups you are in.

User Actions

* Check-in feature with geo-fence tracking.
* Navigate feature to get directions to meeting location.
* Scan business cards
* Accept/Reject approval requests
* Add comments and mention colleagues/groups.
* Add list shortcuts to the home page.
* Viewing your contacts, deals, and all CRM records (except Settings)
* Creating or updating all CRM records (except Inventory modules)
* Attach Vtiger documents or from the device to Emails sent from Vtiger 360.
* Customize the App menu.
* Calendar View
* Tasks View
* Kanban View for Deals and Tasks
* View Contact or Organization profile scoring on a scale of 1 to 5 stars based on scoring
matrix configured by the Administrator.
* Dynamic fields in creating & edit forms to simplify forms by showing only the relevant fields.