Corrensa – VTiger & Gmail, Outlook & Office 365 Integration (Extension/Gadget)
Corrensa is a complete VTiger & Gmail, Outlook, Office 365 Integration. It is designed to allow users to view, edit & create Leads/Contacts, Organizations, Tickets, Opportunities & Activities from within the Email interface. It’s a Google Chrome Extension/Gadget that can be installed from Google Chrome Store – Corrensa.
The Extension adds a toolbar to the border of Gmail, Outlook, Office 365 and allows to access VTiger data from within. In addition, it also supports linking Email messages from Email client to VTiger.
HubSpot & VTiger Integration
HubSpot & VTiger Integration was designed to seamlessly sync contacts, leads, companies & deals between the two applications. It supports bi-directional sync. It can be triggered manually or automatically. You can also pick the record to include or exclude from the sync. HubSpot Contact information is displayed as an i-frame in VTiger so the sales reps can quickly see the marketing efforts and active campaigns/hubspot record details.
The Extension is still in the development phase and will be available in Q4 of 2016.
VTiger Summary Widgets
Extension which will bring summary view back to life by adding valuable information using customized VTiger widgets. It’s easy-to-use interface allows users to quickly and easily create custom widgets and specify things like name of the widget, columns/fields to display, limit records (if needed) & enable or disable ability to create new records from within the widget.
It also has the ability to include field level filter e.g “Show me open tickets“, or “Show me closed tickets“.
VTiger Sale/Opportunity Forecasts
VTiger Forecast Extension was designed to help manage and predict Organization’s current and future Opportunities.
Powerful configuration panel allows each Sales Stage to be categorized e.g (Pipeline, Best Case, Committed, Closed, etc..) and Opportunity Type e.g (New Business, Resale, etc..) for more accurate forecast. It also includes ability to specify Targets for each Team/User as well as configure periods & personalized dashboards.
VTiger Proposal & Doc/Form Designer + Electronic Signature
VTiger Proposal & Document Designer is the ultimate sales tool for document automation. We extend the power of your CRM and give you everything you need to turn your leads into clients and close deals faster.
No need to switch between word processors, CPQ tools, e-signing apps, and your inbox. VTiger Proposal & Document Designer lets you create sales documents, get electronic signatures, and automate your workflow all the while.