Boost Your Email Productivity

It’s time to optimize the way you work in your email so you can focus less on busy work and more on selling.
 
 

Contacts/Leads & Organizations

Intuitive summary view displays key record information as well as related tickets & opportunities with ability to click in and edit/view.



Summary

The most important record information summarized in an easy to read view. Related records such as Tickets, Opportunities are displayed.

Tip: You can configure what fields are displayed, including custom fields & icons. (Configured in admin area).



Comments

View & Add Comments to Leads and Contacts without ever leaving your Outlook/Gmail.



Create & Edit

Edit existing and create new VTiger leads & contacts with a single click.

Hint: Person information such as name, email, phone is automatically pre-filled from email header/signature.



Field Changes

See field change history on the spot - identical to what you would see in VTiger.



Search

Intuitive Search allows you to lookup any VTiger record from your email inbox.

Tip: Search fields can be configured in admin configuration area.

Emails

Attach email messages to any VTiger record + upload attachments & post comments.
Advanced Email Linking

Attach emails to leads, contacts, vendor, organizations as well as related records such as tickets and opportunities.

In addition to the email - post comments & attach documents with few extra clicks.




Email History

All email communication captured is available at your finger tips.

Emails attached via plugin or sent/received in VTiger will also show up..

Calendar

Schedule VTiger events & todos right from your email.



Calendar Events & Todo's

Quickly view all the scheduled events & tasks from VTiger. Click to open each activity or use buttons to create new Events & Todos.