Automate repetitive tasks
Create if-then rules that automate repetitive but important tasks. These look for a trigger you define, such as an opportunity being idle for 48-hours, or an invoice being created, and once triggered, can send an email, create a task, update a record, or send an SMS message.
Automate next steps from email
Automate any next steps from email. Whenever you receive an email, Vtiger can automatically attach it to the sender’s Vtiger record. If a sender doesn’t exist, Vtiger can create one for you. Even if an email from a known contact contains a lead’s information, Vtiger can parse that information out of the email to create a new lead or contact.Mailroom