If you don’t have a Vtiger CRM account, you can create one from within Microsoft Teams.
Vtiger CRM offers multiple editions to suit different business needs. Below is a list of the editions available for integration with Microsoft Teams.
- One Pilot (Free)
- One Growth
- One Professional
- One Enterprise
Follow these steps to Sign up Vtiger CRM from Microsoft Teams:
- Open Microsoft Teams and go to the Vtiger CRM app from the left panel.
- Go to the Chat tab.
- Click Signup. the vtiger.com page opens.
- Click 15 days free trial.
- Complete the form to create an account.
- Your CRM will be available under My CRM tab in Teams.
- Once Sign in is successful, you will be able to access modules like:
- Contacts
- Deals
- Tasks
- Reports
- Cases
- Dashboards
If your Teams account is already added to a Vtiger CRM account, you will be logged in automatically.