FAQs in this section
What is CRM?
Which browsers support Vtiger CRM?
How can I reduce space usage?
How can I get a tour of Vtiger CRM?
Where can I set up my name, email ID, and phone number?
What is the price of Vtiger CRM?
What is Vtiger's customer support email ID?
Vtiger is running slow. What should I do?
How many active sessions can I have per login?
How can I talk to Vtiger experts?
How can I get more space for my data?
How do I delete a field?
What happens if I delete a field?
Can I hide a field if I am not using it?
How do I reassign a record to my teammate?
What happens to my data after the free trial expires?
Is the free trial version different from the paid versions of Vtiger?
How can I start my free trial with Vtiger CRM?
Can I subscribe to Vtiger CRM before my free trial expires?
Can I cancel my free trial?
Is there a training video for Vtiger 8?
What is Access Key?
What has been improved in the recent version of Vtiger (V9)?
What are the new features added in the recent version of Vtiger (V9)?
What features are modified in the recent version of Vtiger (V9)?
Which features are removed in the recent version of Vtiger (V9)?
How is navigation easy in CRM?
How do the design and functionality benefit you?
How do I log in to Vtiger CRM?
How do I navigate the dashboard in Vtiger CRM?
How do I navigate the List View in Vtiger CRM?
How do I navigate the Summary View of a record in Vtiger CRM?
How long will an Import record persist in the CRM?
What is Versioning Add-on?
What are Snapshots?
In which modules of Vtiger CRM is Versioning available?
In which modules of Vtiger CRM is Versioning not available?
What is Versioning history and numbering?
What happens when you restore the record?
What are the benefits of the Versioning Add-on?
In which editions of Vtiger CRM is the Versioning add-on available?
How do I install the Versioning Add-on in Vtiger CRM?
How do I enable record versioning?
How do I revise a record?
How do I restore a record?
What are the limitation while restoring or revising a record?
How do I get more storage?
Where can I see the version of Vtiger CRM?
What is new in the recent version of Vtiger (V9)?
Table of Contents
With the new and improved V9, you can:
- Increase CRM usage with a new UI designed to delight. A new UI for the new year 2021.
- Improve prospecting and close more deals using AI & NLP features.
- Generate insights for customer conversations by analyzing calls.
- Use the documentation on the Knowledge Base portal to delight your customers.
- Connect with your customers in more ways than before:
- Make calls with a built-in dialer
- Use Live Chat via the website to chat with customers
- Message using FB Messenger and WhatsApp
- Use Google Meet to set up meetings, conferences, etc. (Zoom & MS Teams coming soon)
- Capture leads from social media and improves lead scoring.
- Simplify administration with enhancements like the import tool.
- Conduct business on the move using the new Vtiger CRM mobile app.
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