Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.Customerly Integrations
It's easy to connect Vtiger + Customerly without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Triggers when a new lead is created.
Triggers when a new user is created.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Vtiger is a CRM (Customer Relationship Management. which helps to organize the contacts, activities and tasks of sales team. It has a feature to create, organize and manage customers. One can easily add, edit and delete contact information such as name, address, email id etc. In addition to this it also shows the history of communications between customer, seller and third party. Customerly is another CRM that helps to manage all the customers in a company. Customers need to be registered on Customerly in order to track all their information. It helps to log the calls, visits, services used by the customers. It has features like call recording, call screening and automatic call transfer . It helps to organize the communication with the customers through emails, SMS, video calls etc.
Customerly has a feature called ‘Vtiger Connector’. This helps to integrate Customerly with Vtiger effectively. The flow of integration of both the systems is as fplows:
There are many benefits of integration of these two systems. Some of them are listed below:
In this way Vtiger and Customerly can be integrated successfully using their ‘Vtiger Connector’ feature . This integration helps to keep a track of contact information. Both the systems can be integrated together effectively using this top . It helps to reduce work load of sales team by providing effective customer management . In short this integration helps to improve efficiency of sales team by providing better customer management tops .
The process to integrate Vtiger and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.