Iplanner Co., Ltd. (location: Chiyoda-ku, Tokyo; CEO: Tomohisa Fujita), the only certified solution provider in Japan for Vtiger, an Indian company that provides CRM services worldwide, The latest version 9 of the CRM service "Vtiger Cloud" is now available.

In version 9, the interface has been greatly revised, making it easier to grasp information such as customer project information and sales activity history.

View CRM information within the Microsoft Teams app

[Characteristics of "Vtiger Cloud"]

(1) Version 9 new features

・Navigation "one view" that is intuitive and easy to operate with fewer clicks

・Speed ​​up display aiming for less than 2 seconds

・Acquisition of leads from Facebook and Google Ads

・Contact web tracking

・AI (next recommended action, sales forecast)

・Gmail, Office365 linkage

・Microsoft Teams integration (CRM dashboard display in channel)

https://www.youtube.com/watch?v=tqOqTx9CjoI (English)

・DocuSign integration

・Enhanced signboard view

(2) Free version features

・The maximum number of users is 10, and the maximum number of records is 3000.

・Prospect management

・Batch email transmission (opening, click tracking)

・Existing customer management・Project management

・Customer Inquiry Management

・Internal inquiry management

・FAQ management

・Product management

・Project management (Gantt chart view)

・Sales activity management

・Estimate output

・Management of incoming and outgoing support emails

・Collaboration function

- Google Drive, Dropbox, Onerive

- Google Workspace linkage, Office365 linkage, Outlook application add-on

- Zoom, google Meet, Microsoft Teams integration

[Usage fee per month for annual contract] (excluding tax)

"Vtiger Cloud"

(Function comparison: http://vtj.jp/cost.html)

・Pilot (up to 10 users): 0 yen

・Sales starter: 1,200 yen/month/user

・Sales Professional: 2,400 yen/month/user

・All in one Professional: ¥3,600/month/user

・All in one Enterprise: 5,000 yen/month/user

*Up to 50% subsidized by IT introduction subsidy.

　Please contact us for details.

[Introduction support, operation support cost (same for paid version and free version)] (excluding tax)

・Speed ​​introduction 1 month plan: 250,000 yen / time

(Plan to narrow down the initial launch functions and introduce them in a short period of one month)

・ Careful implementation plan: Individual quotation according to your request

・Monthly operation support fee: 20,000 yen to 50,000 yen

[Company Profile]

I Planner Co., Ltd.

Location: 9th floor, Marunouchi Kitaguchi Building, 1-6-5 Marunouchi, Chiyoda-ku, Tokyo 100-0005

Representative: Tomohisa Fujita, Representative Director

Business description: Sales and support of “Vtiger On Demand”

Operation and sales of "PromotionsCRM"

　Consulting on CRM implementation

URL: http://www.iplanner.jp

Vtiger Systems (INDIA) Ltd.

Location: No. 95, 1st Floor, 12th Main 3rd Block,

Rajajinagar Bangalore-560 010

Representative: Mr. Sreenivas Kanumuru

Business description: Development and service provision of “Vtiger Cloud”

URL: http://www.vtiger.com

vtiger product logo