Vtiger CRM Mobile vs x ERP APP

Vtiger CRM is designed for users of Version 9 of Vtiger CRM Cloud edition Key Features * Agenda for the day * Real-time notifications * Meeting & Task reminders * Quotes or other records that require your approval * Messages that mentioned you or groups you are in. User Actions * Check-in feature with geo-fence tracking. * Navigate feature to get directions to meeting location. * Scan business cards * Accept/Reject approval requests * Add comments and mention colleagues/groups. * Add list shortcuts to the home page. * Viewing your contacts, deals, and all CRM records (except Settings) * Creating or updating all CRM records (except Inventory modules) * Attach Vtiger documents or from the device to Emails sent from Vtiger 360. * Customize the App menu. * Calendar View * Tasks View * Kanban View for Deals and Tasks * View Contact or Organization profile scoring on a scale of 1 to 5 stars based on scoring matrix configured by the Administrator. * Dynamic fields in creating & edit forms to simplify forms by showing only the relevant fields.

Key Features & Insights: Financial Control & Reporting Comprehensive Financial Snapshot: Instantly view key metrics for Income, Expense, Profit, and Salaries at a glance. Sales & Purchase Analysis: Access detailed reports on Sales and Purchase Invoices to track performance and spending. Cash Flow Management: Monitor Payment Entries and maintain a healthy cash flow. Outstanding Balances: Quickly identify and manage Outstanding Sales Invoices to optimize collections. Advanced Finance Reporting: Dive deep into your data by selecting any account from your Chart of Accounts. Save and customize these crucial reports for easy, instant access in the future. HR & Team Management Employee Directory: View the full Employees List and detailed Employee Profiles. Payroll & Attendance: Track Salaries, Leaves, and Attendances effortlessly. Task Management: Stay updated on team productivity and current Tasks. Customer & Supplier Relationship Management Customer Insights: Access your Customers list and generate the detailed Statement of Account. Supplier Insights: Manage your Suppliers list and view their comprehensive Statement of Account. Professional Export: Instantly Export Customer and Supplier Statements as PDF for seamless sharing and record-keeping.