Find out more about CRM Vtiger Modules:  

CONTACTS

modul-kontakty-system-vtiger

CALENDAR

modul-kalendarz-system-vtiger

E-MAIL

modul-klient-poczty-system-vtiger

PROJECTS

modul-projekty-system-vtiger
  • Clients and contractors database
  • Contact persons assigned to a client
  • Record of activity with a client
  • Scheduling dates and tasks
  • Browsing calendars of other users
  • Recurrent tasks
  • Correspondence templates
  • Receiving and sending messages
  • Linking correspondence to contacts
  • Projects registry
  • Managing projects and their stages
  • Registering a stage of a project
Contacts Module - more Calendar Module - more E-mail Module - morej Projects Module - more
       
       

PRODUCTS

modul-produkty-system-vtiger

OFFERS

modul-oferty-system-vtiger

SALES

modul-sprzedaz-system-vtiger

DOCUMENTS

modul-dokumenty-system-vtiger
  • List of company’s products
  • Grouping products
  • Magazine state notifications
  • Registry of company’s offers
  • Offers’ statuses
  • Exporting offers to pdf files
  • Records of company’s sales
  • Defining the stage of a sales process
  • Sales reports for the company/employee
  • Database of company’s documentation
  • Linking documents with contacts and tasks
  • Documentation management
Products Module - more Offers Module - more Sales Module - more Documents Module - more
       
       

CONTRACTS

modul-umowy-system-vtiger

MARKETING

modul-kampanie-marketingowe-system-vtiger

INVOICES

modul-faktury-system-vtiger

REPORTS

modul-raporty-system-vtiger
  • Contracts registry
  • Managing execution times of services
  • Adding attachments to contracts
  • Planning marketing actions
  • Creating target market of the company
  • Campaign's cost analysis
  • Issuing VAT invoices
  • Invoices’ statuses
  • Linking an invoice with a client
  • Reports of company’s results
  • Standard and custom reports and analysis
  • Authorisation to create and browse reports
Contracts Module - more Marketing module - more Invoice Module - more Reports Module - more

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