Vtiger CRM Mobile
Business
Free · Designed for iPad. Not verified for macOS.
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.
more * Fixed auto-fill of Terms and Conditions.
* Fixed an issue with Case status values
* Filled dependent fields will be hidden during save if the setting is enabled from dependency configuration
* Fixed an issue that prevented save if event recurrence fields are missing.
* Fixed an issue where discounts added to inventory records would double on export.
26.8.1 12 Aug
* Fixed an issue with Case status values
* Filled dependent fields will be hidden during save if the setting is enabled from dependency configuration
* Fixed an issue that prevented save if event recurrence fields are missing.
* Fixed an issue where discounts added to inventory records would double on export.
* Fixed an issue where an image taken from the phone camera would not be uploaded due to size restrictions.
26.7.3 11 Aug
* Filled dependent fields will be hidden during save if the setting is enabled from dependency configuration
* Fixed an issue that prevented save if event recurrence fields are missing.
* Fixed an issue where discounts added to inventory records would double on export.
* Fixed an issue where an image taken from the phone camera would not be uploaded due to size restrictions.
26.07.02 22 Jul
Improved
* Fixed an issue where the save would fail when uploading a document.
* Fixed an issue where discounts added to inventory records would double on export.
* Fixed an issue with field dependencies on multi-select fields.
* Fixed an issue where an image taken from the phone camera would not be uploaded due to size restrictions.
* Improved support for encrypted fields.
* Improved support for Delivery and Receipt Notes modules.
* General stability and performance improvements.
26.07.01 14 Jul
Improved
* Fixed an issue with field dependencies on multi-select fields.
* Fixed an issue where an image taken from the phone camera would not be uploaded due to size restrictions.
* Improved support for encrypted fields.
* Fixed an issue with Maps not loading correctly.
* Improved support for Delivery and Receipt Notes modules.
* Better autofill when scanning multiple phone numbers in the Business Card Scanner.
* General stability and performance improvements.
26.06.01 1 Jul
Improved
* Better autofill when scanning multiple phone numbers in the Business Card Scanner.
* Fixed an issue with date validations.
* Added Available Quantity display for Line Items in the mobile app.
* Fixed email preview in the Comments section of the Cases module.
* Fixed child dependency to follow the correct dependent condition in the mobile app.
* General stability and performance improvements.
26.05.02 5 Jun
Improved
* Added Available Quantity display for Line Items in the mobile app.
* Fixed email preview in the Comments section of the Cases module.
* Fixed child dependency to follow the correct dependent condition in the mobile app.
* General stability and performance improvements.
26.05.01 11 May
Improved
* Fixed an issue where event details were saved with incorrect date and time.
* Fixed GSTIN field not auto-populating when creating a Sales Order from an Organization.
* Updated overall discount types to display based on the selected field in item details.
* Show Available Quantity in Mobile for LineItems
* General stability and performance improvements.
26.04.02 24 Apr
Improved
* Fixed an issue where event details were saved with incorrect date and time.
* Fixed GSTIN field not auto-populating when creating a Sales Order from an Organization.
* Updated overall discount types to display based on the selected field in item details.
* General stability and performance improvements.
26.04.01 8 Apr
Improved
* Improved Compose Email with highlighted Attachment option.
* Updated Line Item label from “Add Rows” to “Add Item”.
* Added stock validation warning for excess quantity.
* Fixed event duplication status issues in mobile app.
* Resolved geolocation issues in MyApps.
* Enabled attachments in comments during check-out.
* Enabled business card scanning in custom modules.
* General stability and performance improvements.
26.03.01 30 Mar
Improved
* Enabled field dependencies during Event Check-In in the mobile app.
* Fixed image upload option in comments not working.
* General stability and performance improvements.
26.02.02 25 Feb
Improved
* Added support to link scanned Business Card contacts to an existing Organization.
* Fixed an issue where email attachments with long file names could not be removed.
* Fixed push notifications getting disabled on iPhone.
* Fixed Datetime fields not updating correctly when triggered from workflows.
* Fixed new comments showing as loading when users are not added.
* General stability and performance improvements.
26.02.01 9 Feb
Improved
* Fixed Events calendar view refresh behavior
* Enhanced attachment visibility while adding comments
* Fixed push notification issues after logout
* Alerts are now shown when saving duplicate records with invitees
* General stability and performance improvements
26.01.01 12 Jan
Improved
* Fixed issues with adding and scrolling invitees in events.
* Resolved missing voice recordings in the Cases module.
* Activity type is now read-only after event check-in.
* Fixed image selection issues from the gallery.
* Corrected label display in activity filters.
* Fixed blank “Who” section when creating Google Meet events.
* General stability and performance improvements.
25.12.1 18/12/2025
Improved
* Improved image insertion option in RTE fields
* Fixed issue where relation field values were removed in “Ask Calculus” forms
* Added a warning message when choosing a closed state in a picklist
* Improved time field support in list filters.
* Fixed continuous loading on check-in and check-out events.
* Removed Inbox from the mini list.
* Fixed header text visibility in dark mode
* Performance improvements and minor bug fixes
25.11.2 28/11/2025
Improved
* Added a warning message when choosing a closed state in a picklist
* Improved time field support in list filters.
* Fixed continuous loading on check-in and check-out events.
* Removed Inbox from the mini list.
* Fixed header text visibility in dark mode
25.11.1 14/11/2025
Improved
* Keyboard now hides when tapping outside input areas
* Fixed issue creating contacts for unknown numbers
* Spaces not allowed in the location field
* Added scroll to Inbox filter options
* Fixed “+” showing in phone number field after saving
* Reduced login loading time
25.10.3 01/11/2025
* Fixed an issue where opening a link from an external source redirected to the browser instead of the app.
* Resolved an issue with background color display in signatures.
* Updated user field to show the correct picklist values.
* Fixed time zone conversion to correctly display in 24-hour format in emails.
* Addressed an issue where selected dates were not highlighted in the Events calendar view.
* Fixed a problem preventing related records from being linked in the Pricebooks module.
* Assigned user’s image now appears correctly for customer replies in Cases.
25.10.2 16/10/2025
Improved
* Resolved an issue with the "Has Words" filter to ensure records are displayed correctly in Inbox.
* Fixed inventory module errors when a product or service is disabled.
* Approval requests that are already approved will no longer appear on the dashboard.
* Fixed issue where related records could not be linked in the Pricebooks module.
* Minor bug fixes and improvements.
25.10.1 05/10/2025
New
* Redesigned list view record UI to display all header fields
Improved
* Fixed tax calculation issues for new and existing records when switching regions with Tally-imported taxes
* Corrected date and time handling in Calculus AI
* Approvals now display all levels clearly
* Group module filters now show only relevant group values
25.9.1 17/09/2025
New
* Added support for group approvals
Improved
* Resolved tax calculation issues when changing regions for taxes imported from Tally
* Fixed an issue where event status did not update after checkout
* Fixed label display issues in line items
* Locked CPQ records can now be edited if CPQ is uninstalled or discount is removed
* Picklist selections now show in a bottom sheet when there are more than 10 options
* Sync settings will reset to default after each new login
25.8.3 22/08/2025
New
* Event checkout now allows selecting any closed state status.
* Multi-select is now supported in list view.
Improved
* Records can now be edited if CPQ modules is uninstalled or discount is removed.
* Picklist selections now show in a bottom sheet when there are more than 10 options.
* Sync settings will reset to default after each new login
* Fixed menu issues where some modules were not visible
* Fixed Calculus AI related issues
25.8.2 11/08/2025
New
* Event checkout now allows selecting any closed state status.
* Multi-select is now supported in list view.
Improved
* Records can now be edited if CPQ modules is uninstalled or discount is removed.
* Picklist selections now show in a bottom sheet when there are more than 10 options.
* Sync settings will reset to default after each new login
* Fixed menu issues where some modules were not visible
* Fixed Calculus AI related issues
25.8.1 08/08/2025
New
* Multi-select is now supported in list view.
* Media is now supported in WhatsApp conversations.
Improved
* Picklist selections now show in a bottom sheet when there are more than 10 options.
* Sync settings will reset to default after each new login
* Amount field in the Deals module will be updated with the grand total, if line items are present.
* Fixed menu issues where some modules were not visible
25.7.2 25/07/2025
New
* Multi-select is now supported in list view.
* Media is now supported in WhatsApp conversations.
Improved
* Custom modules will now show up in Favourites menu tab.
* Amount field in the Deals module will be updated with the grand total, if line items are present.
* Added email selection limit in compose email.
* Fixed attach file button in documents module.
* Several other bug fixes and quality improvements.
25.7.1 14/07/2025
* Fixed auto-fill of Terms and Conditions.
* Fixed an issue with Case status values
* Filled dependent fields will be hidden during save if the setting is enabled from dependency configuration
* Fixed an issue that prevented save if event recurrence fields are missing.
* Fixed an issue where discounts added to inventory records would double on export.
more Version 26.8.1 12 Aug
Data Not Collected The developer does not collect any data from this app.