Streamline your data management process with the vTiger + Mercury Connect CRM integration

Vtiger is a customer relationship management tool, designed to help businesses engage their customers, in order to increase sales and conversions. Vtiger allows you to nurture your leads and track your marketing results.

Thanks to marketing automation, VTiger helps you drive your customers through a specific journey, based on how they behave with your follow up. By creating segments of your lists, VTiger can automatically send the most relevant offers and information to your potential clients. Thanks to pre-built analytics, you’ll get the insights you need to grow your business, making the right decisions, and take the most out of your marketing efforts.

VTiger is also a helpdesk that allows you to automate support for create a great customer service experience for your clients. With VTiger, your entire business is under your control. The integrated CRM, in fact, can elaborate the information you need from all your business team, from marketing directors to sales reps. By doing so, you can collaboratively manage the entire sales funnel, from the opt-in process to back end offers, in order to make more sales and increase the customers lifetime value.

Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.

Therefore, Mercury Connect CRM allows you to: store all your client and loan details, tracks and splits commissions payments, performs borrowing capacity and funding position calculations.

With Mercury Connect you can store all our compliance documents in one place for easy retrieval and send single or bulk SMS and emails.