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Vtiger CRM

By Vtiger CRM
3 out of 5 stars
 1 reviews
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Vtiger CRM gives sales teams a 360-degree historical view of every contact they work with, to enable better decisions. With tools that help plan and prioritize work, collaborate across teams, automate tasks, and discover insights, you'll know your customers better and more effectively win deals
Rated
3.0
out of 5
Reviewed by
1
Xero user
Listed for
6 years
November 2018
Key functions
CRM
Inventory

Vtiger CRM can help your business

  • Sell products and/or services

    • Raise and send invoices
    • Receive payments

  • Manage operations

    • Maintain suppliers or partners contacts details
    • Maintain client contact details

  • Manage accounts, cash flow and finance

    • Receive invoices or bills

Overview

Vtiger CRM gives sales teams a 360-degree historical view of every contact and deal they work with. With tools to help nurture customers, plan and prioritize work, collaborate across teams, automate tasks, and discover insights, you'll provide a better customer experience, uncover new opportunities, and win more deals.

And when your business is ready, Vtiger CRM scales at the click of a button to an all-in-one CRM that helps marketing and customer service teams acquire, nurture, and support customers - all enabled by one integrated view of every customer across the company.

Vtiger CRM + Xero

Vtiger CRM's integration with Xero makes it easy to sync yours Organizations and their related Contacts, Products, Services, Payments and Invoices between your Xero and Vtiger CRM accounts.

Getting started

Please see the Getting Started section on this page: https://help.vtiger.com/article/146986466-Xero-Integration

Screenshot 1 for app Vtiger CRM

Reviews & ratings

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3.0 out of 5 stars
1 Reviews

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Most recent reviews

BB
Bethany Bryan
Posted 25 May 2023
3 out of 5 stars

Good software just needs improvement

Love the software, HATE the customer portal. I did the free trial and could not get passed the point where you send estimates to customers and the portal is so difficult for the customers to access. I't not like on xero where it's an open site. The customer has to jump through hoops to access the portal, which can really be cumbersome to customers. Also the email templates are lacking.

Additional info

Shared data

Xero
Vtiger CRM
Paymentsshared from Xero to Vtiger CRM and from Vtiger CRM to Xero
Invoicesshared from Xero to Vtiger CRM and from Vtiger CRM to Xero
Contactsshared from Xero to Vtiger CRM and from Vtiger CRM to Xero
Accountsshared from Xero to Vtiger CRM
Tax Ratesshared from Xero to Vtiger CRM
Itemsshared from Xero to Vtiger CRM and from Vtiger CRM to Xero

Functions

CRMInventory

Industries

Professional servicesAccountingManufacturing

App details

By Vtiger CRM
Added in 2018

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

Arabic, Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English, French, German, Hungarian, Italian, Japanese, Polish, Portuguese, Portuguese (Brazil), Romanian, Slovak, Spanish

Support

Setup walkthroughContact support4apps@vtiger.com

Contact

1877-784-9277

Follow

TwitterFacebookInstagramLinkedIn

Get started with Vtiger CRM

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