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Caller ID: when a number that isn't in your CRM or your contacts calls, a card lets you save it as a lead with a comment. Add Lead: import a phone contact straight into the form.
Your CRM in your pocket: leads, tasks, caller ID and every chat in one inbox.
V CRM is the mobile companion to your V CRM workspace. Everything you run on the web is in your pocket: leads, conversations, tasks and your pipeline, all in sync. LEAD MANAGEMENT • Every lead in one place, with full history and activity • Update status, add notes and schedule callbacks on the go • Call or message a lead straight from their record • Filter by status, source, stage or owner ONE INBOX FOR EVERY CHANNEL • WhatsApp, Messenger, Instagram and TikTok in a single inbox • Reply from your phone and your team sees it on the web instantly • Every conversation filed against the right record CALLER ID • Incoming calls from your saved contacts show the name, stage and last note • Tap the card to open the full record without searching mid-call TASKS AND FOLLOW-UPS • Today's tasks and follow-ups at a glance • Complete a task with one tap • Push reminders so nothing slips DASHBOARD • Live pipeline value and a breakdown by stage • Your own performance next to the team's • Leads that have gone quiet, surfaced before they go cold YOUR CATALOG • Browse listings, offerings or inventory with photos and detail • Share an item with a client in one tap • Search and filter by type, price and availability SECURE BY DEFAULT • Face ID or fingerprint lock on the app itself • Location is only ever read when you tap to share it, never in the background • Sign in once by scanning a QR code from your web dashboard • Admins can revoke a device remotely BUILT FOR ANY SALES TEAM V CRM is not tied to one industry. Real estate, travel, education and other trades each get their own fields, stages and terminology, so the app speaks your business. REQUIREMENTS V CRM mobile connects to your existing V CRM account. An active subscription is required. Support: support@vilartech.com More information: https://vilartech.com