Sales team of a company plays chief role in its success, there is no doubt about that. But what if I tell you that they need your help to do so? There are a lot of steps you can take to achieve the purpose, and one of those is configuring the automations for the team.

We decided to gather a list of 3 extremely helpful extensions of VTiger your sales team can surely find handy to boost the sales of a company.

VTiger Kanban View

[dt_highlight color=”green”]Click here for pricing, additional screenshots, video & live demo.[/dt_highlight]

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When looking for sales tools, one searches for software or extension that provide proper visibility throughout the sales pipeline, warn about potential hurdles, and suggest ways to close deals within the estimated time. That is exactly what our extension VTiger Kanban View provides.

VTiger extension provides the ability to develop dynamic “cards” which help you visualize the workflows. You can configure every module of vTiger to have multiple and separate sets of fields on the card as well as the “Grouping/Primary Field”. With the Kanban view extension, collaboration with teams gets easier. Plus, managing sales opportunities, tickets, projects, task, and any list of records are no longer problematic.

The extension is designed to have a user-friendly interface. The cards can be moved between Statuses/Stages with simple drag-n-drop function. Other options like easy to switch between views, and integrated filters just add honey to the hive.

To view video, live demo, screenshots, and price details, visit the extension page of vTiger Kanban View.

Key Aspects:

• Development of dynamic cards to envisage workflows
• Swift switching of List view to Kanban/Pipeline view
• Intuitive design, with which Primary fields and those that are to be exhibited, can be customized
• Kanban view supports Standard and Custom filters
• Easiest Drag & Drop feature to move the cards around
• Update Notifications
• Hover field editing is supporting on the Kanban view
• Standard and Custom vTiger Modules compatible
• Available on vTiger Marketplace

VTiger Proposal & Document Designer + Electronic Signature

 [dt_highlight color=”green”]Click here for pricing, additional screenshots, video & live demo.[/dt_highlight]

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VTiger Proposal & Document Designer is the ultimate sales tool for document automation. Yes, the VTiger Extension provides the ability to create professional documents, proposals, sales orders, invoices, quotes, return forms and much more. The extension fits in perfectly with the purposes of CRM i.e. provides solutions at one platform. With VTiger Proposal & Document Designer, your sales rep will be able to make more and more opportunities, while closing the running ones faster.

The extension comes with a unique Electronic Signature, so you can ask the receivers to sign the deals or documents remotely.

You can also create return forms that are directly linked to VTiger CRM fields. So if user fills in the requested data, it will automatically update the vTiger CRM records.

For video guide, live demo, screenshots, purchase info, and requirements, visit the extension page.

Here’s a list of some features you can avail in the vTiger extension:

• A Professional Document Designer to create Quotes, Invoices, Sales Orders, Opportunities, Tickets, Projects & Contacts, ads, return forms etc.
• An amazing customer facing interface to view & digitally sign documents made using the extension
• Ability to Accept, Decline or Request for More Information
• Interactive fields (checkbox, date, initials, signature, plain text)
• Custom document background, because you need to attract the readers
• Return forms to automatically fill in CRM database with the asked information from the subscriber
• Additional Documents/Attachments, special Notes, Table of Contents
• Option to download the document as PDF
• Easy to use drag and drop interface
• Streamlined “Item Details” section design & layout (Quotes/Invoices/Sales Orders)
• Permission to view & edit Source Code of the template.
• Compatible with vTiger Email Templates
• Documents can be exported and downloaded as PDF
• Supports vTiger Workflows to dispatch emails and receive notifications for document acceptance or rejection
• Real time User view of documents
• View Signed Documents
• Available on vTiger Marketplace

VTiger Sales/Opportunity Forecast

 [dt_highlight color=”green”]Click here for pricing, additional screenshots, video & live demo.[/dt_highlight]

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VTiger Forecast Extension is an extremely useful tool for sales teams. With the extension, an organization’s past, current, and future opportunities can be predicted and managed. It includes ability to view the entire companies Opportunities as well as drill down to each Team or User.

Every Sales Stage can be characterized with the help of intuitive configuration panel of the extension e.g. Pipeline, Best Case, Committed, Closed etc. as well as Opportunity Type e.g (New Business, Resale, etc..) for precise forecast.

VTiger Sales/Opportunity Forecast comes with the functionality to pinpoint Targets for every Team/User as well as configured periods & personalized dashboards. That way, dates like range, months, and quarters can be specified, along with the number of periods you want to show.

Visit the VTiger Sales/Forecast View extension page for information about requirements and purchase, as well as for the videos and live demos.

VTiger Sales/Forecast View:

• Displays Opportunities as Forecasts
• Categorize “Sales Stages” e.g (Pipeline, Best Case, Committed)
• Has the power to classify the  “Opportunity Type” field
• You can group current users as teams
• Ability to specify date ranges (custom dates, months, quarters)
• Opportunity type based Targets can be set for users and groups
• Includes custom speedometerdashboards
• Intuitive & Responsive user interface
• Available for individual team members as well as groups within the same version
• Allows to drill down to individual users & teams.
• Compatible with Module Manager
• Available on vTiger Marketplace