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Vtiger CRM - A Mobile App

R
Rashmi Kashyap
19 Mar, 2021 - Updated 26 days ago

Introduction

Vtiger CRM is a mobile application that provides most CRM actions and features at your fingertips. It helps business users manage their projects, sales, support, and marketing tasks on-the-go on both Android and Apple devices. 

Using Vtiger CRM, you can,

  1. Create records for contacts, cases, organizations, etc.
  2. See a unified view of customer data.
  3. Get push notifications about events or updates.
  4. Check in to onsite events.

With a simplified UI, smooth navigation, and high-class performance, Vtiger CRM will revolutionize your CRM experience! 

Excited? Read on to know how to install Vtiger CRM.


Installing Vtiger CRM 

Installing Vtiger CRM is a piece of cake. It is no different from installing other apps on your phone.

If you are a Sales Manager or a Sales Rep, installing Vtiger CRM will ease your CRM tasks and actions like never before.

Vtiger CRM App is available on: 

All you have to do is find the app and click Install

Voila! Vtiger CRM is now available on your phone.


Logging in to Vtiger CRM 

Once you have the application on your phone, you have several ways to log in to your CRM account.

You can sign in using any of the following methods:

  1. CRM Username and Password
  2. Google credentials 
  3. Apple credentials 
  4. SAML credentials

Welcome aboard Vtiger CRM!


Navigating Vtiger CRM

Vtiger CRM is similar to the CRM web version. You will see the same UI, features, and functions on the app as well.

Don’t be overwhelmed by the app’s different abilities; we are here to take you through the CRM step by step and enlighten you about its fundamental capabilities.

Dashboard

As soon as you sign in, you will see the Dashboard page with a list of your upcoming events, tasks to be completed, and pending approvals. This screen will help you perform necessary actions when you are running against time.

Here is a list of things you can do in the Dashboard:

  • Check in to onsite meetings and services by clicking on the Check in button.
  • Mark events as done by clicking the Mark as Done button.
  • Approve or reject records by clicking the Approve or Reject buttons.
  • Create a new task or an event.
  • Go to the Actions page by clicking Expand my actions.
  • Scan business cards by clicking the Business Card icon on the top bar.
  • View the recent calls made from your phone by clicking the Call log icon on the top bar.
  • Create records in no time by clicking the Quick Create icon at the bottom of the screen. 
  • Swipe left and add shortcuts to your frequently used lists in any module by clicking the +Add Shortcut button.

Events

Tap the Events icon in the bottom bar to display the Calendar View and see the current month’s events. 

Here are a few things that you can do in Events:

  • Add a new event by clicking the + icon on the bottom of the screen.
  • Change the date or month by clicking the Calendar icon on the top right corner of the screen.
  • Toggle between List View and Calendar View.
  • Search events by entering keywords in the search bar.
  • Select a list of events by clicking the Lists drop-down on the top bar.
  • Add filters and customize the List View by clicking the Filter icon on the top bar.
  • Edit, Delete, and Reopen events by swiping left or right on the event records.
  • View in-depth information on the event in the Summary View by clicking on an event record. 
 

Note: You cannot edit a closed record. Reopen the record to edit it.

 

Search

Tap the Search icon in the bottom bar to land on the Search page. If you have forgotten the record’s name, all you need is a keyword or a part of the name for Search to fetch the record for you. 

When you enter the keyword, Search automatically scans through all available records in the CRM and pulls out the record you have been looking for.

You can also opt for Advanced Search if you wish to add specific conditions to search your record.

Tasks

Tapping the Tasks icon in the bottom bar displays all the tasks in the default view - the List View. 

You can do the following in Tasks:

  • Add a new task by clicking the + icon on the bottom of the screen.
  • Select a list of tasks by clicking the Lists drop-down on the top bar.
  • Add filters and customize the List View by clicking the Filter icon on the top bar.
  • Search for tasks by entering keywords in the search bar.
  • Toggle between List View, Kanban View, and Calendar View.
  • Edit, Delete, or Reopen tasks by swiping left or right on the task records.
  • View in-depth information on the task in the Summary View by clicking on a task record.
  • Change the month in the Calendar View by dragging the Hamburger icon down.

Actions

You can use the Actions icon in the bottom bar to see alerts and updates. They are categorized and listed separately under the following four tabs. Let us go through these tabs one by one.

  1. My Actions tab displays current, upcoming, and overdue events.
  2. Mentions tab displays the list of tasks and events that mention you or your group.
  3. Updates tab lists all updates made on the tasks you follow.
  4. Engagements tab lists all the customer engagements made on the emails that you have sent. The engagements are grouped into Opens, Replies, Reshares, and Downloads.

 Using Actions, you can:

  • Mark an event as done, or snooze, or dismiss an event on the My Actions page. 
  • Swipe left to go to the Mentions page. Here you can reply to comments where you have been mentioned or dismiss the alerts.
  • Swipe left to go to the Updates page to dismiss the alerts.
  • Swipe left to go to the Engagements page, where you can dismiss alerts. You can also change the filter and customize the list.
  • Broadcast a message to all the CRM users by clicking on the Broadcast icon on the top bar.
  • Add a new action by clicking the Lightning icon on the bottom of the screen. You have options to create a new task, schedule a meeting, send an email, and broadcast a message.
 

Note: You can go back to the Dashboard by clicking the Home icon on the bottom bar.


Modules in Vtiger CRM 

Vtiger CRM supports and mirrors all the modules that you see in the CRM web version. 

To view the modules, click the Hamburger icon on the top left corner of the screen. Here you will see six sections:

  1. Favourites 
    • You can pick and choose your favorite modules from the CRM and list them together under Favourites for easy access. All you have to do is long-press on the module block and set it as your favorite!
  2. Sales
  3. Marketing
  4. Projects
  5. Inventory
  6. Support

The modules listed under these sections depend on the Vtiger CRM edition you have subscribed to.

Did you know?

  • You can use the Maps feature and turn on your location to find all the customers nearby you.
  • With the Whatsapp module, you can help your customers and be in touch with them.

Settings

You can open the Settings page by clicking the Settings icon on the Menu's top right corner. Once you enter the Settings page, you can:

  • Click the Sync Now button to re-sync modules, fields, and user preferences.
  • Click the Notification Settings Toggle button to enable push notifications and stay up-to-date with all the activities related to your business.
  • Turn on the Dark Mode Toggle button to change the app’s theme to dark.
 

Note: If you wish to log out of the app, you can click on the Logout button on the Menu's bottom right corner.


Views in Vtiger CRM 

Vtiger CRM App provides different ways through which you can segregate and view your data. Let us learn about them and the actions you can do in detail.

List View

List View is the most convenient way to view CRM records. It is also the default view in many modules that shows a horizontal categorization and display of records.

Every record in the List View will display the name, due date, priority, and the status of the record.

Here is the list of things you can do in List View:

  • Add a record by clicking the + icon on the bottom of the screen.
  • Edit, Delete, or Reopen a record by swiping to the left or right. You can also instantly call or send an SMS to a lead or contact by swiping.
  • Search for records using the Search bar.
  • Customize your record search in List View using filters. Click the Filter icon to apply filters to picklist fields.
  • Toggle between Kanban View and Calendar View.
 

Did you know?

The app autoloads more records in the List View as you scroll down.


 

Kanban View

The Kanban View displays records based on the current status of the record. You can switch to Kanban View from List View by clicking the List icon on the top bar. The Kanban View is available only in the Tasks and Deals modules.

Every record in the Kanban View displays the name, due date, priority, and status of the record. This view is a vertical categorization and display of records.

In the Kanban View, you can:

  • Swap between statuses by scrolling the status bar horizontally.
  • Add a record by clicking the + icon on the bottom of the screen.
  • Edit, Delete, or Reopen a record by swiping on it to the left or the right. 
  • Customize your Kanban View using filters. Click the Filter icon to apply filters to picklist fields.
  • Toggle between List View and Calendar View.

Calendar View

Calendar View displays all the records for the current month. You can switch to Calendar View from the List View by clicking the List icon on the top bar. Calendar View is only available in the Deals, Tasks, and Events module.

Every record in the Calendar View will display the name, due date, priority, and status of the record. This is a vertical categorization and display of records.

Here is a list of things you can do in Calendar View:

  • Add a record by clicking the + icon on the bottom of the screen.
  • Edit, Delete, or Reopen a record by swiping it in the left or right direction. 
  • Customize your Calendar View using filters. Click the Filter icon to apply filters to picklist fields.
  • Change the month by dragging the Hamburger icon down.
  • Toggle between List View and Kanban View.

Summary View 

Once you click on a record from the List View, Kanban View, or the Calendar View, you can see the record’s summary view. 

We have divided the Summary View into various sections for better understanding. Let us learn about them one by one.

  • Header

In the Header section, you can see essential details like a record name, status, parent task, due date, priority, etc.

In the Header, you can: 

  • Re-open a record by clicking on the Re-open button. It appears in the ‘Would you like to re-open?’ banner above the name of the record.
  • Follow a record by clicking the Star icon
  • Edit a record by clicking the Pencil icon
  • Click the More icon to, 
    • Delete the record
    • Duplicate the record
    • Convert the record to a Deal (only in the Contacts module)
  • Pipeline

In the pipeline, you will see the record’s task type and status. You can change the status by clicking on the current status value. The pipeline appears only in Contacts, Deals, Tasks, and Events modules.

  • Widgets

Below the pipeline, you can see a set of widgets that enable you to perform various actions. Read on to know about them...

  • One View - You can view and add records of related modules. This is available only in the Contacts, Organizations, and Deals module.
  • Metrics - You can see the Estimate and the Due Date of the record.
  • Sub Tasks - You can view and add sub-tasks to the current record. You can also mark a task as completed. This is available only in the Tasks module.
  • Journey Tasks - You can view the list of tasks that has to be completed in a particular stage of a deal. You can click on it and view the Summary View and Detail View and mark as done later. It is available only in the Deals module.
  • Key Fields - You can see the list of all the key fields of a record.
  • Details - You can view all the fields and in-depth information related to the record.
  • Activity - You can add comments or voice notes related to the record. You can also reply to comments and customer emails.
  • Description - You can view and add a description for the record.
  • Related -  You can add related records from other modules.
  • Preview - You can view Quotes, Invoices, Sales Orders, and Purchase Orders records in the default print template. This widget is available only for the Inventory modules.
 
  • Lightning Icon

At the bottom of the Summary View, you will find the Lightning icon. This icon is available only in the Leads, Contacts, and Organizations modules.

You can use the icon to: 

  • Instantly call, send an SMS, or an email. 
  • Create or add related records from other modules.

Detail View

The Detail View of a record displays all the information about the record. 

You can reach the Detail View from the Summary View of a record. You can edit the information by clicking the Pencil icon on the top bar. Do not forget to click Save after you are done. 

 

Did you know?

You can refresh and update CRM data with just one swipe from the top of the screen.

 

Edit or Create View

The Edit or Create View appears when you are adding information to a new record or editing an existing record. 

Here are a few features of this view:

  • Supports all fields except grid fields
  • Supports picklist dependencies 
  • Supports dynamic field or block dependencies 
  • Search Reference field 
  • Select or create related records
  • Approval rules are applied on saving a record
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