vTigerCRM

The English/Simplified/Traditional Chinese version is a Web-based customer relationship management system (CRM) focusing on Sales Force Automation (SFA). It is based on a derivative version developed by SugarCRM Professional Edition (SPL1.1.2).

The main functions provided are:
1. Schedule management
2. Potential customer management
3. Company and contact management (*. Generate quotations, orders and invoices directly from companies and contacts. *. Track the history of customer purchase products)
4. Product management (*. Create price lists and classify products. *. Establish correlations between products and knowledge base articles. *. Upload product pictures and other functions)
5. Quotation (*. Track quotations that have not yet responded from the list*. Add line items to the quotation and update subtotals, taxes, adjustments and total amounts*. Select different prices for the same product in different customer groups *.Create quotations suitable for printing and send them to designated customers through the built-in email system)
6. Order management (*. Combining order management with CRM can make the procurement and execution process of the entire organization smoother*. Track unpaid orders from the order list*. Vendors, manufacturers and distributors can be used through vtiger CRM Other units obtain product information*. Manage timely inventory levels through the integration of warehouse inventory and order status*. Customer purchase order (PO) and sales order (SO) fields that can be adjusted according to the needs of each organization*. Avoid dynamics Repeated operations that occur when displaying payment and shipping addresses*. Add line items and update subtotals, taxes, adjustments and total amounts in orders*. Regularly notify relevant units of the lower limit of inventory so that inventory can meet the demand of the order at any time)
7. Invoice management
8. Manage product knowledge base and FAQs, etc.