Getting Started with Vtiger CRM

New to Vtiger CRM?

Get started with Vtiger CRM to streamline your sales, support, and marketing processes. With its user-friendly interface and robust features, Vtiger offers efficient lead management, customer tracking, and automation capabilities. Experience improved productivity and customer satisfaction by harnessing the power of Vtiger CRM today.

Explore Vtiger's modules and settings to fine-tune your CRM. Follow these easy steps below to get started, customize your account, and set up your users. 

Register for 15 Day Free Trial

Unlock the potential of your business with a 15-day free trial of Vtiger CRM. Experience seamless sales, support, and marketing automation to boost productivity and drive customer satisfaction.

Login

Once registered, simply use your username and password to access your Vtiger CRM account. Experience the power of seamless sales, support, and marketing automation at your fingertips.

Start-Up Page

Upon your first login, conveniently set up your key preferences through the welcome page. Customize your Vtiger CRM experience to suit your business needs and optimize your workflow right from the start.

Set Up Company Details

Elevate your brand identity by personalizing your Vtiger CRM account. Add your company logo and relevant details to create a professional and customized CRM experience that reflects your business's unique identity.

Choose Modules

Tailor your Vtiger CRM to your specific business needs by selecting the modules that align with your requirements. Choose from various versatile modules to optimize your workflow and enhance productivity, ensuring a perfect fit for your business.

Configure Fields

Take control of your data organization in Vtiger CRM by customizing field layouts. Disable, re-arrange, or create custom fields to tailor the CRM interface to match your unique data management preferences and workflow requirements.

Modify Picklist Fields

In Vtiger CRM, drop-down fields are referred to as picklist fields. Take advantage of the Picklist Editor to customize these picklist fields according to your specific needs. Modify, add, or remove options in picklist fields to align with your business terminology and data categorization.

Set-Up Users

In Vtiger CRM, users are individuals who can access the system. Grant permissions to users through Sharing Access and Profiles, allowing fine-grained control over their access levels and capabilities. Ensure data security and enable collaboration by defining user permissions based on roles and responsibilities.

Import Existing Data

Easily migrate large volumes of data into your Vtiger CRM account by importing thousands of records. Supported file formats like .csv (comma-separated values) and .vcf (vCard) provide seamless data transfer, simplifying the onboarding process and enabling efficient data management within the CRM.

Create Custom Filters

In Vtiger CRM, leverage filters to easily categorize and differentiate records based on specific criteria. Effectively organize and locate desired records by applying filters, allowing for streamlined data management and efficient retrieval of information.