VTiger CRM

CRM system implementation and hosting service datasheet

System summary:
vtiger CRM is a web-based Open Source CRM software intended mainly for small and medium businesses.

vtiger CRM leverages the benefits of Open Source software, such as Apache, MySQL, PHP, SugarCRM, ADOdb, and others and adds more value to the end users by providing many enterprise features, such as Sales Force Automation, Help desk, Dashboards, Security Management, Product Customization, and add-ons for Microsoft® Outlook®, Mozilla/Thunderbird, and Microsoft® Word®.
vtiger CRM provides essential business productivity enhancement utilities for Microsoft® Outlook®, Mozilla/Thunderbird Email client, and Microsoft® Word® as open source. These add-ons enhance the user experience with vtiger CRM.

Key Benefits:
• Very easy to use
• Hassle free product installation and upgrades
• Open Source add-ons for Microsoft Outlook, Mozilla/Thunderbird, and Microsoft® Word®
• Software is free and there is no up-front investment
• Rich user-experience with product customisation

Technology:
Programming Language: JavaScript, PHP, Visual Basic
Database – MySQL
VTiger CRM can be used on an intranet, an extranet, or both.

Intended Audience:
Small to medium size enterprises looking for cost effective easy to install and use CRM software..
 
System Functionality:

Sales Force Automation
Manage leads, accounts, contacts, and opportunities
Associate customer records with other records in the system for a better 360 degrees view of the customer record

Help desk
Manage trouble tickets end-to-end
Notify status of the trouble tickets to the customers
Track complete history of the trouble tickets
Create frequently asked questions
Statistics of the trouble tickets for a better ticket management

Security Management
Manage user profiles and field-level access to the users
Create team roles as per your organization structure
Control the access to modules according to the user's roles
Archive the login history of each user for better auditing

Product Customization
Add custom fields in all the modules, such as text, number, currency, pick lists, and others as per your business requirements
Customize tabs using drag & drop so that modules that are not relevant to sales process can be hidden
Change the look and feel of the user interface

vtiger Outlook Plug-in
Add outbound and forward inbound Outlook e-mails to vtiger CRM
Synchronize contacts between Microsoft® Outlook® and vtiger CRM
Resolve conflicts while synchronizing contacts between Microsoft® Outlook® and vtiger CRM
Synchronize tasks and calendar between Microsoft® Outlook® and vtiger CRM
Filter e-mails in Microsoft® Outlook® and add only necessary e-mails to vtiger CRM

vtiger Office Plug-in
Create mail merge templates based on customer database fields in vtiger CRM from Microsoft® Word ®
Create on-the-fly mail merge documents for leads, accounts, and contacts from vtiger CRM
vtiger Thunderbird Extension
Add outbound and forward inbound E-mail messages to vtiger CRM
Import contacts from vtiger CRM to Thunderbird/ Mozilla Email client
Export addresses from Thunderbird/Mozilla Email client to vtiger CRM

Screen shot:

Implementation service:
- CN Global will install and provide basic configuration of the system
- Configure email , change logo, configure style sheets and themes
- Provide 1 year hosting (CN Global Silver hosting package)

Terms
*CN Global web hosting standard terms and conditions applicable
*CN Global standard service delivery terms and conditions applicable

See vtigercrm-productbrochure.pdf for more details about VTiger CRM