VTiger CRM |
CRM system implementation and hosting service datasheet
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| System summary: |
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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.
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Key Benefits:
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| 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
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| Technology: |
Programming Language: JavaScript, PHP, Visual Basic
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| Database – MySQL |
VTiger CRM can be used on an intranet, an extranet, or both.
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| Intended Audience: |
Small to medium size enterprises looking for cost effective easy to install and use CRM software.
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| System Functionality: |
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| 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
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| Help desk |
Manage trouble tickets end-to-end
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| Notify status of the trouble tickets to the customers |
Track complete history of the trouble tickets
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Create frequently asked questions
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Statistics of the trouble tickets for a better ticket management
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| 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
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Product Customization
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Add custom fields in all the modules, such as text, number, currency, pick lists, and others as per your business requirements
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| 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
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| vtiger Outlook Plug-in |
Add outbound and forward inbound Outlook e-mails to vtiger CRM
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| 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
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| vtiger Office Plug-in |
Create mail merge templates based on customer database fields in vtiger CRM from Microsoft® Word ®
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| 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
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| 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)
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| Terms |
| *CN Global web hosting standard terms and conditions applicable |
*CN Global standard service delivery terms and conditions applicable
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