Mobile App for Vtiger CRM
View and manage your Vtiger CRM activities
Access your system wherever you are via a mobile application
Mobile App features
- Easy navigation in Vtiger CRM
- View Records, Fields, Comments & more
- View and navigate through Related records
- Quick create records
- Edit and Delete records
- List view filters
- Dashboard with Calendar Tasks and Events
- Login screen with storage of multiple domains
- Invite users to the application via Vtiger
- Android and iOS
- PDF Maker export to PDF compatible
- Mobile Authentication
- Vtiger 7.x/8.x compatibility
Interactive Calendar dashboard
Access a comprehensive Dashboard that provides an overview of your:
- Calendar Tasks
- Events
- Upcoming Activities
- Overdue Activities
- other Key metrics
Easy Navigation in App
Menu structure is designed to provide a seamless experience, ensuring that you can access the desired Modules & Extensions quickly and efficiently.
Whether you need to view records, access settings, or perform various tasks, the app's easy menu navigation makes it simple to find what you're looking for, enhancing your overall user experience.
Navigation buttons - Home, Calendar, Create, and Actions - are strategically positioned within the app, ensuring easy access to essential features and enhancing your overall experience while using the Mobile App for Vtiger CRM.
Detailed overview of records
Through the app's intuitive interface, you can access detailed information about your records, including a:
- Summary view that provides a concise overview of key details.
- Detail view which presents a comprehensive display of all relevant information, such as contact details, activity history, and associated data from related modules.
- Via More option you can access additional Related modules, as well as Updates and Comments, enabling you to stay updated on the latest interactions, collaborate with team members, and maintain a complete record history.
Related records, Updates & Comments
Related records can be checked easily through the More button included in each record view within the Vtiger CRM phone app.
By tapping on the More button, you can effortlessly navigate through the associated modules, which display the number of actual records. Additionally, you can perform various actions, such as editing, deleting, and more, on these Related records.
Updates shows real-time updates within the Vtiger CRM. Stay informed about changes, progress, and developments in your CRM data, ensuring you have the latest information at your fingertips.
Comments engage in seamless communication and collaboration by adding comments directly within the app or Vtiger CRM. Stay connected with team members, provide status updates, share insights, and track discussions related to your CRM records.
PDF Maker compatibility
PDF Maker extension for Vtiger is a very powerful Vtiger extension for creating Business Proposals, Contracts, Cases, Project activities documents and of course different kind of Quotes, Sales Order, Purchase Order, Invoices and much more.
- With PDF Maker installed on your Vtiger CRM system, you can utilize the Export to PDF feature via the Mobile App.
- Simply select the record you wish to export, and then choose the desired PDF Maker template. This seamless operation empowers you to generate PDF documents with customized templates directly from the convenience of your mobile device.
