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Vtiger for Gmail TM See and Update your customer data from within Gmail. Vtiger CRM plugin for Gmail shows CRM data within Gmail in a side panel. If you are salesperson viewing an email from a customer, you can now see the past notes, & opportunities within Gmail. Not only that, you can add new notes, create follow-up events, & do more with the plugin. If you are customer service representative, you can view related tickets when you view an email from a customer. About Vtiger CRM --------------------- Vtiger CRM builds 360-degree historical views of your contacts and deals so that you know your customers and business better, win more deals and uncover new opportunities. Link Vtiger to your Google contacts, calendars, and emails and work from Google Apps or Vtiger, with information, completely synchronized. Need to do more? Head to Vtiger to do all of the following, and more, and now, you can see information from Vtiger CRM records in Gmail, too ! * Work with a supercharged Rolodex of contacts, accounts, and deals * Attach notes, emails, docs, calls, deals, tickets, and more * Create triggered follow-up / meeting alerts * Place, receive, log, and record phone calls * Find out which campaigns generate the most revenue * Send targeted email marketing campaigns and measure open/engagement * Create and manage customer service tickets (even automatically from emails!) * Send quotes and invoices and receive online payments * Track unsold and sold inventory * Create, assign, and manage projects and tasks * Manage employee lead/deal assignments * Control employee record visibility and access
Cloze Sidebar for CRM
See everything about your contacts and deals in one place - automatically Emails, files, meetings, phone calls, messages, notes, follow-ups and more. With ZERO data entry. "Best Personal Assistant I have ever used, and I've used them all." - @SealMaster_CO "Fantastic integration across multiple sources to create a single view of your relationships!" - SUJONEROPRJA "I closed three orders in the first 24 hours of use! This has never happened with any other CRM I've tried!" - Nicholas Hughes Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t. It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, social, and messages. It's all organized for you - without any busy work. With everything in one place, Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship. CLOZE SIDEBAR¹ • See the context of people, companies, projects, and deals right beside your CRM • CRM's Supported: Salesforce.com, SugarCRM, PipeDrive, HubSpot CRM • Also Supported: Gmail, LinkedIn, Twitter, Github UNIFIED CONTACT MANAGEMENT • Brings all your contacts into one place • Automatically keeps contacts up-to-date • Enrich contacts from email signatures¹ • Organized by when you last talked, first met, location and more PROFESSIONAL-CLASS EMAIL • Bookmark a message and Cloze will remind you to follow-up later • Get reminded if you don’t receive a reply to an important email¹ • Be notified when a recipient opens an email or clicks on a link you sent¹ • Templates: Create and reuse template emails¹ Share them across your team² • Mail merge: Personalize email sent to many people at the same time¹ • Scheduled send: Write your email now, have Cloze deliver it later¹ • Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP CRM WITHOUT THE BUSY WORK • Track the activity around projects and deals automatically¹ • Automatic reminders when it’s time to reach out to key contacts¹ • Next steps: Automatic reminders of what's next for any deal • Add To-Dos to track things you have to get done¹ • Agenda: one place to see all your meetings, reminders and follow-ups¹ • Pipeline: see all the email, calls, files, notes, meetings, and to-dos related to any deal in your pipeline¹ • Company views: see your complete history with a company without any setup¹ ONE VIEW OF EVERYTHING • Emails: Automatically organizes mail by people, company, project and deal • Calls: Automatically log your calls (AT&T, Verizon, T-Mobile USA, Sprint, RingCentral)¹ • Files: Automatically link files to your contacts (Dropbox, Google Drive, OneDrive, Slack)¹ • Notes: Automatically match notes to contacts (Evernote, OneNote)¹ • Messages: Track your Slack conversations about your clients and customers¹ • Calendar: Meeting context at your fingertips (Google Calendar, Office365, Exchange, Outlook, iCloud)¹ • Social: Twitter posts, Facebook and LinkedIn page activity AWESOME SEARCH • Search for contacts the way you think (“marketers at IBM”) • Organize and find contacts and deals by keywords • One place to search across Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote¹ WORK AS A TEAM² • One team-wide view of all communication for every deal and project • Always know who last talked to any customer, client, or prospect • Assign and track who's responsible for contacts, next steps and to-dos • Manage your all of your company's contacts, projects and deals in one place Cloze is free to use. ¹ Cloze Pro adds these features and is available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase. ² Your Cloze Pro subscription entitles you to all Cloze Business features. Prices vary by location. Subscriptions will be charged to your iTunes account and will automatically renew unless cancelled at least 24 hours before the end of the current period. Once paid, a subscription is non-refundable for that period. Cloze is available on Chrome, iOS, Android and the web - your account works everywhere. • We won't spam your contacts • We won't sell your information • It's your information not ours
Vtiger Aide - Your new Personal Assistant
Vtiger Aide helps you manage meetings, tasks, approvals, and comments—anywhere on the web, not just Vtiger. Vtiger Aide is a feature that lets you have a seamless experience of attending meetings, taking notes, and creating action items. It is a Google Chrome extension that you can install with a few simple steps. Let us dive into the installation process. Under the Today’s Events section, you see the events whose start date is the current date. * Clicking on an event under Today’s Events takes you to the event’s Detail View. * If it’s a Google Meet or Zoom Meet or Microsoft Teams meeting or Webex meetings event, you will see an option to join the meeting. Clicking on Join> will take you to the meeting link. If the event is [Google Meet](https://help.vtiger.com/article/146450020-Using-Google-Meet) or [Zoom Meet](https://help.vtiger.com/article/148048597-Zoom-Meetings-Integration) or Microsoft Teams or Webex, you will see the Helper option. Read further to learn more. Click the Helper button. There are multiple actions that you can take with its help. * Click the checkmark on the left to mark the event as Held (closed). * Mark as Held & Follow up - This option allows you to close an event (mark as Held) and create a follow-up event. * Reschedule - This option lets you reschedule the event by selecting new start and end dates. * Join> - You can join the meeting by clicking this button. * Tasks - Specify the task title and press Enter to create a task (action item). You can additionally set the task status, due date, and assignee. * Meeting notes - Add the meeting minutes here. This gets copied to the event record’s description. If the event is of type Zoom Meet, Webex also, you get the following additional options: * The number of invitees who joined vs. the number of invitees who did not join the meeting * A list of invitees who joined or did not join the meeting * An option to alert the invitees who did not join the meeting The Today’s Tasks section shows tasks whose start date is the current date. Here are the actions you can perform on the task. Apart from managing your events and tasks, you can also search for relevant records from Vtiger Aide. Follow these steps to search for records: * Open Vtiger Aide from Google Chrome. * Click the Search icon on the top. * Choose a module from the drop-down on the left. * Type a keyword in the search bar. The search results are shown automatically as you type. You can access Vtiger Aide from not just the CRM screen but also from any tab or page on your browser. You can be watching Ted Talks on YouTube and using Vtiger Aide at the same time. Vtiger CRM empowers Sales, Marketing, Customer Service, and Implementation teams with the power of one view on deals, cases, contacts, and tasks. Over 300,000 businesses use Vtiger to create delightful customer experiences that measurably improve business revenue, customer loyalty, and team performance.
Vtiger Buzz
Meet your New Personal Assistant Vtiger Buzz is a personal assistant that gives you a bird's eye view of all your CRM activities, enabling you to view and reply to all notifications without switching out from your current browser window. Staying on top of your deals, cases, important meetings, customer interactions, and approvals has never been easier. Buzz boosts your productivity and enables you to spend more time with your customers by - * Reaching out to you when your teammates need your help. * Alerting you about an important meeting. * Nudging you to engage with prospects when they’re most interested in your offer. * Reminding you to re-engage with a dormant prospect. * Notifying you about an all-important approval. Vtiger CRM builds 360-degree historical views of your contacts and deals so that you know your customers and business better, win more deals, and uncover new opportunities. Link Vtiger to your Google contacts, calendars, and emails and work from Google Apps or Vtiger, with information completely synchronized. Need to do more? Head to Vtiger to do all of the following, and more. And now you can see information from Vtiger CRM records in Gmail, too. * Work with a supercharged rolodex of contacts, accounts, and deals * Attach notes, emails, docs, calls, deals, tickets, and more * Create triggered follow-up and meeting alerts * Place, receive, log, and record phone calls * Find out which campaigns generate the most revenue * Send targeted email marketing campaigns and measure engagement * Create and manage customer service tickets (automatically from email) * Send quotes and invoices and receive online payments * Track unsold and sold inventory * Create, assign, and manage projects and tasks * Manage employee lead/deal assignments * Control employee record visibility and access
ActiveInbox: Organize Gmail™ tasks
Overwhelmed by too many to-dos in your inbox? Turn Gmail into an effortless task manager to never forget anything. Turn Gmail into a task manager, and take control of all your conversations. Our mission is simple really... we want to give all of us the tools to achieve meaningful happiness. Our business supports this by making elegant software, infused with proven psychology, to help us all absorb the shocks of life and become truly effective. DESIGNED FOR EXECS, MANAGERS & FOUNDERS ActiveInbox has a free trial to get a taster of being in control. It's "A 'must try' if you want to easily keep yourself on track in an undoubtedly busy world" - Richard Gaspar ActiveInbox works where you already do: in Gmail and on mobile. There's no need to adopt a new tool to accomplish... Stop emails sinking into the inbox swamp by turning them into tasks with due dates and adding them to projects. Don't 'send and pray' emails you spent precious time writing. Deliver at the time they'll be read and let ActiveInbox track them to completion. Achieve inbox zero, then glide through your day, by having just one place to focus on emails and tasks, and breaking your Today list into digestible chunks. Oh, and we're the original Gmail plugin - ActiveInbox has been supporting customers since 2006.
