Increase your Productivity with Easy Document Collaboration

In order to be productive, a salesperson needs to use the right tool. Using the CRM’s document module, the sales team can be much more productive in their daily operations. Documents contain information that customers share with the sales team. These documents are sent via email and are linked to CRM records. With the detailed information about the products and the customer requirements, you can increase sales. Learn how to Increase your Productivity with Easy Document Collaboration by reading this article.

However the Vtiger mobile API has limitations. With PocketCRM for Vtiger, those limitations are now pushed. In order to bring in support for Documents. Now you can share all your documents and audio files. In order to view, download and collaborate with your team from any of your Android hand devices.

Vtiger Mobile app for documents module
Find & Share Documents:

Your salesman can easily find the latest documents. And updated with key marketing informations. The documents can be downloaded to a defined path or to any third-party file sharing integration. When your customer shares a document or if you have any new document available. Then you can upload it from your mobile device.

Send Files as email Attachments:

When you send an email, you can easily attach files from the central document library. You don’t need to look through your previous emails or conversations. It will save you time and allow you to focus on more productive tasks.


Integration with Dropbox, Google Drive and more:

PocketCRM for Vtiger extends unlimited storage capability to traditional CRM systems with limited storage memory by saving your documents in Google Drive, Dropbox. Also by saving the most common file sharing integrations. Additionally, you can upload and share files from any of the file sharing integrations with Vtiger CRM.

Associate Files to Any Module:

You can save storage without uploading the same document twice. When the deal progresses, you can associate the specific document with any record of any other CRM module so that you can find and access it quickly.

Mobile API modules for your Vtiger instance need to be updated with the enhanced API. Please download and install the enhanced Mobile API package on your Vtiger CRM server.

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Free download Vtiger Mobile app for documents module

We would be very happy to hear your feedback and to incorporate the same in the upcoming version. You can find the other features our blog and of the app in product page.

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