vtiger CRM 5.1.0

vtiger CRM 5.1.0 offers users a free all-in-one 100% Open Source CRM software ideal for small and medium businesses, with low-cost product support  available to production users that need reliable support.

vtiger CRM is a widely used product with thousands of users in dozens of countries. It has a vibrant community of users driving the product forward, and contributing to it's development. Over a million copies of vtiger CRM have been downloaded by many users.

Benefits:

• Lead Management
• • Maximize business from your leads
  • Assign ownership, drive results
  • Convert to prospects and manage sales pipeline
• Drive Sales Productivity
• • Manage accounts, contacts, and opportunities
  • Help sales team organize activities and followup
  • Get full picture and improve performance
  • Streamline your sales engine, increase business
• Inventory, Quotes, Invoices
• • Track inventory and targeted price books
  • Generate and track quotes and sales orders
  • Generate and manage invoices
  • Streamline order processing and fulfillment
• Customer Service
• • Customer Portal
  • Track and improve customer service
  • Assign ownership, ensure followup
  • Provide customer self-service portal
  • Monitor service levels to ensure customer satisfaction
• And other tools
• • Role hierarchy to ensure proper level of access for various users in the organization
  • Drill-down dashboards and reports to get an instant picture of your business
  • Plugins to work with existing tools like Outlook
  • And much more ...

Major Features:

1. Reports & Dashboards     
   • Key Metrics  
   • Customizable Reports  
   • 20 Pre-built Reports  
   • 20 Pre-built Dashboards  
   • Report Folders  
2.  Product Customization
   • Custom Fields (10 different data objects)
   • Pick Lists
   • Custom List Views
   • Drag & Drop Modules
   • Currency customization
3. Security Management
   • User Management
   • Organization-level Access Control
   • Profiles
   • Roles
   • Groups
4. Inventory Management       
   • Products Catalog  
   • Price Books  
   • Vendor Management
   • Purchase Orders  
   • Sales Orders  
   • Invoices    
5. Activity Management
   • To Dos, Meetings & Calls
   • Recurring Events
   • Shared Calendar
   • Activity History
   • E-mail Notifications
   • Notes
6. Productivity Add-ons
   • Email Client
   • Outlook Plug-in
   • Office Plug-in
   • Thunderbird Extension
   • Customer Portal
   • RSS Feeds
7. Sales Force Automation       
   • Lead Management  
   • Account & Contact Management  
   • Opportunity Management  
   • Sales Quotes  
8. Customer Support & Service
   • Trouble Tickets
   • Knowledge Base
   • Customer Self Service
   • Online Knowledge Base
9. Marketing Automation
   • Campaign Management
   • Mass Mailing
   • E-mail Templates
   • Mail Merge Templates

Enhancements:

• Webservices API
• Workflow
• Vtlib library
• Services support
• Layout Editor
• Duplicate Merging
• Mail Scanner
• Mass Edit
• Multi-Currency Support
• Recurring Invoice