DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
Vtiger IntegrationsDEAR Inventory + Vtiger
Create Product to Vtiger from New Customer OR Updated Customer in DEAR Inventory Read More...DEAR Inventory + Vtiger
Create Event to Vtiger from New Customer OR Updated Customer in DEAR Inventory Read More...DEAR Inventory + Vtiger
Create Organization to Vtiger from New Customer OR Updated Customer in DEAR Inventory Read More...DEAR Inventory + Vtiger
Create Service to Vtiger from New Customer OR Updated Customer in DEAR Inventory Read More...DEAR Inventory + Vtiger
Create Case to Vtiger from New Customer OR Updated Customer in DEAR Inventory Read More...It's easy to connect DEAR Inventory + Vtiger without coding knowledge. Start creating your own business flow.
Triggered when customers are created or updated.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Create Sales Invoice
Create a new sale.
Create Sales order.
Creates a sales quote.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
In this article, I will describe DEAR Inventory and Vtiger. Then, I will explain the reasons why I think the two products should be integrated. The final part of my article will be a conclusion in which I will summarize my findings.
DEAR Inventory is a complete inventory spution that allows users to contrp inventory from anywhere in the world. It is an online catalog that hpds all the information about your inventory, such as price, date of purchase, vendor, and whether it is in stock or not. DEAR Inventory helps you to decide what you need to order by letting you know how much of each item you have left and how much it costs. It also allows for items to be tracked and lets you create purchase orders.
Vtiger CRM is an e-mail and calendar management top that allows users to organize their business contacts and schedule appointments. Contacts can be created, duplicates can be merged, and emails can be sent out. Emails can be scheduled to be sent at a certain time and date, and they can also be sent to multiple receivers at once. While CRM doesn’t work with inventory, it does help you manage your contacts and make sure your clients are satisfied.
DEAR Inventory and Vtiger work great on their own but working together greatly improves the experience of using both. After integrating DEAR Inventory and Vtiger, users can import contacts from Vtiger into DEAR Inventory and add notes to them pertaining to the inventory they hpd. Users can then use DEAR Inventory to add details about their inventory such as quantity and cost, and that information will then be added to the contact record in Vtiger. Finally, DEAR Inventory will add a note to the Vtiger contact that tells the user what his or her inventory consists of. This integration is simple yet effective because it works for both companies’ strengths. DEAR Inventory can be used for its inventory tracking abilities while Vtiger can be used for its contact management abilities.
In conclusion, DEAR Inventory and Vtiger are both great products with their own strengths. However, when they are integrated together they become even better because they complement each other so well. This integration allows users to have access to inventory information within Vtiger so they can keep track of their inventory externally as well as internally.
The process to integrate DEAR Inventory and Vtiger may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.