Vtiger CRM

Vtiger CRM

Vtiger

How it works: Vtiger CRM
How it works: Vtiger CRM
How it works: Vtiger CRM
How it works: Vtiger CRM
How it works: Vtiger CRM
How it works: Vtiger CRM
How it works: Vtiger CRM
How it works: Vtiger CRM
Categories:
Overview

Vtiger CRM is used by Sales, Marketing and Support teams in over 300,000 businesses to create delightful customer experiences that measurably improve business revenue, customer loyalty, and team performance.


Our flagship edition, Vtiger One, provides companies a single 360° view of customers and improves collaboration across customer facing teams.


Vtiger connects with Zoom to offer these features:


  1. Create Zoom meetings from within CRM, when sending emails or from event records. No need to switch between applications to create meetings!
  2. Send invites and reminders before the zoom meetings. Make it easy for your contacts to block their calendars for the meeting and receive reminders before meetings. Contacts and CRM Users can join with 1 click from the reminder email. 
  3. Improved deal scoring and lead scoring by having zoom meetings as Events in CRM.  Salespersons activity in CRM will show the zoom meetings
  4. See participant stats in the Event record.
  5. Log the meeting recordings inside the CRM. Access the recording and transcript for post meeting follow-ups and coaching. Easily share the recording with others. 
  6. Call analsyis via Calculus AI. Derive sentiment to update Deal and Contact sentiment. Track other attributes like Talk-to-Listen ratio, Mood, Long monologues, Questions,..etc to empower coaches.


Developer Resources
Privacy & Compliance
Requirements
User role
Account admins or Users with required privileges
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with your account and others you're allowed to access

May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.

Information about participants’ computers, phones, and other devices, which may include information about speakers, microphone, and camera, OS version, hard disk ID, PC name, MAC address, IP address (and general location at the country level derived from it), and other device information.

May include access to calendar of scheduled Zoom meetings and webinars, and related details about those meetings and webinars.

Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.

Associated with your account, others you're allowed to access, and others included in that information.

May include name, display name, email address, phone number, user ID, and other profile information.

Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.

Information people provide when registering for a Zoom meeting, webinar or recording, which may include name and contact information, responses to registration questions, and other registration information.

Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.

Permissions - App can manage information
Associated with your account, others you're allowed to access, and others included in that information.

Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.

Manage participants, which may include assigning participants to specific breakout rooms and specifying an interpreter for the session.

Manage registration information, which may include scheduling Zoom experiences or adding or deleting registrants.

This app can access the following information anytime including outside of a Zoom experience and when the app is not actively in use.
Scopes

Meeting

meeting:write:admin

Recording

recording:write:admin

Dashboard

dashboard_meetings:read:admin

NEW
Essential Apps
These apps have paid features that are available for free for Pro, Business, and Business+ accounts.