Collaboration Board/Chat tool integrated within VTiger allows users to send direct & private group messages, create public channels/chat rooms and keep track of all the communication within VTiger. It’s a great tool for a team looking to collaborate within VTiger.
It works as Instant Messaging chat enabling users to see notifications, archive/leave rooms and respond immediately. Document/Attachment upload/sharing is also supported.
Here are some of the key features that make our extension unique:
- Enables VTiger users to chat in VTiger (works as IM)
- (NEW) Ability to link conversation to any VTiger record
- (NEW)Â Ability to initiate conversation from any VTiger record and see history
- Intuitive “slide in/out” design allows to switch between the chat & VTiger record without leaving the page
- Supports Channels (public to all users)
- Supports Private Groups & Direct Messages
- Allows users to Favorite Conversations
- Allows to Archive the Conversation/room (move to archived list)
- Allows to Leave the Conversation (completely remove from the list)
- Supports Document Attachments within Chat/Collaboration Board
- Supports Search by Room name as well as messages
- Supports Real-time messaging & notifications
- Text edit supports bold, italics, underline, font size/color & emoji
- Installs as extension, no core files modified
- Module Manager Compatible
- Available on VTiger Marketplace
Features in the pipeline
- Text/Email Notifications
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: http://demo7.vtexperts.com/collab/index.php (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: http://demo.vtexperts.com/collab/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/collaboration (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
9 reviews for Collaboration Board/Chat
Collaboration tools by VTExperts for Vtiger CRM November 24, 2022 - Team collaboration is always an integral part of any business’s success. In this digital era, collaboration tools in CRM systems are a must-have. That is why VTExperts developed extensions that enhance the process of team communication. Moreover, these extensions also make collaboration within the team and with the customers easy. Let us check some of the advantages of effective collaboration tools by VTExperts for Vtiger CRM Benefits of collaborative tools Skill sharing The first and foremost important advantage of collaboration is skill sharing. It helps team members to share their feedback and skill with each other. Collaborating with different teams and within the team works as a learning experience. So, collaboration helps in sharing knowledge and skills. Problem Solving When you came across an issue and even after trying several approaches you are still not able to solve it. What should you do next? In such scenarios, you should use… Read More
Associate Chat/Conversation To Customer In VTiger 7 October 16, 2018 - Collaboration Board/Chat tool integrated within VTiger allows users to send direct & private group messages, create public channels/chat rooms and keep track of all the communication within VTiger. It’s a great tool for a team looking to collaborate within VTiger. How to Associate Chats/Conversations Open a customer record (you must be in customer record). Click on the "Chat" icon. It will give an option to link this chat to the opened record (Contact/Organization). Click on that option to link the chat. It has now been linked. You can then see the chat in the record as well. For further help, contact us on help@vtexperts.com. We’ll be glad to be off service. Read More
Chat (Realtime) With My Staff (VTiger users) In VTiger 7 September 14, 2018 - Collaboration Board/Chat tool integrated within VTiger allows users to send direct & private group messages, create public channels/chat rooms and keep track of all the communication within VTiger. It’s a great tool for a team looking to collaborate within VTiger. How to Chat with my Staff Click on the "Chat" button on the top right corner of the screen. Simply type a message and send. Here you can see the sent message. For further help, contact us on help@vtexperts.com. We'll be glad to be off service. Read MoreRelated products
Collaboration Board/Chat tool integrated within VTiger allows users to send direct & private group messages, create public channels/chat rooms and keep track of all the communication within VTiger. It’s a great tool for a team looking to collaborate within VTiger.
It works as Instant Messaging chat enabling users to see notifications, archive/leave rooms and respond immediately. Document/Attachment upload/sharing is also supported.
Here are some of the key features that make our extension unique:
- Enables VTiger users to chat in VTiger (works as IM)
- (NEW) Ability to link conversation to any VTiger record
- (NEW)Â Ability to initiate conversation from any VTiger record and see history
- Intuitive “slide in/out” design allows to switch between the chat & VTiger record without leaving the page
- Supports Channels (public to all users)
- Supports Private Groups & Direct Messages
- Allows users to Favorite Conversations
- Allows to Archive the Conversation/room (move to archived list)
- Allows to Leave the Conversation (completely remove from the list)
- Supports Document Attachments within Chat/Collaboration Board
- Supports Search by Room name as well as messages
- Supports Real-time messaging & notifications
- Text edit supports bold, italics, underline, font size/color & emoji
- Installs as extension, no core files modified
- Module Manager Compatible
- Available on VTiger Marketplace
Features in the pipeline
- Text/Email Notifications
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: http://demo7.vtexperts.com/collab/index.php (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: http://demo.vtexperts.com/collab/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/collaboration (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
9 reviews for Collaboration Board/Chat
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This is like the most needed customization in the CRM. Enables chat that works smoothly
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Flawless tool to collaborate
-
I so much needed this function. Users needed to talk and this extension allowed them to
-
Best app. 5 stars
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This extension is good value for money. Definitely recommend it
-
experienced no problem while using it
-
Good job Tom and his team. We needed it
-
full points. +1 extra if I could, for ability to make attachments
-
nice plugin
Collaboration tools by VTExperts for Vtiger CRM November 24, 2022 - Team collaboration is always an integral part of any business’s success. In this digital era, collaboration tools in CRM systems are a must-have. That is why VTExperts developed extensions that enhance the process of team communication. Moreover, these extensions also make collaboration within the team and with the customers easy. Let us check some of the advantages of effective collaboration tools by VTExperts for Vtiger CRM Benefits of collaborative tools Skill sharing The first and foremost important advantage of collaboration is skill sharing. It helps team members to share their feedback and skill with each other. Collaborating with different teams and within the team works as a learning experience. So, collaboration helps in sharing knowledge and skills. Problem Solving When you came across an issue and even after trying several approaches you are still not able to solve it. What should you do next? In such scenarios, you should use… Read More Associate Chat/Conversation To Customer In VTiger 7 October 16, 2018 - Collaboration Board/Chat tool integrated within VTiger allows users to send direct & private group messages, create public channels/chat rooms and keep track of all the communication within VTiger. It’s a great tool for a team looking to collaborate within VTiger. How to Associate Chats/Conversations Open a customer record (you must be in customer record). Click on the "Chat" icon. It will give an option to link this chat to the opened record (Contact/Organization). Click on that option to link the chat. It has now been linked. You can then see the chat in the record as well. For further help, contact us on help@vtexperts.com. We’ll be glad to be off service. Read More Chat (Realtime) With My Staff (VTiger users) In VTiger 7 September 14, 2018 - Collaboration Board/Chat tool integrated within VTiger allows users to send direct & private group messages, create public channels/chat rooms and keep track of all the communication within VTiger. It’s a great tool for a team looking to collaborate within VTiger. How to Chat with my Staff Click on the "Chat" button on the top right corner of the screen. Simply type a message and send. Here you can see the sent message. For further help, contact us on help@vtexperts.com. We'll be glad to be off service. Read MoreInformation
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- Meeting Server Requirements
- Assisting with any issues related to plugins
Keith (verified owner) –
This is like the most needed customization in the CRM. Enables chat that works smoothly
Samuel (verified owner) –
Flawless tool to collaborate
Carlos (verified owner) –
I so much needed this function. Users needed to talk and this extension allowed them to
Luis (verified owner) –
Best app. 5 stars
Yerson (verified owner) –
This extension is good value for money. Definitely recommend it
Baron (verified owner) –
experienced no problem while using it
Timeo (verified owner) –
Good job Tom and his team. We needed it
Mansoor (verified owner) –
full points. +1 extra if I could, for ability to make attachments
Steve (verified owner) –
nice plugin