Thursday 16th of July 2020

Vtiger CRM

Is an open source CRM business solution built over LAMP/WAMP (Linux/Windows, Apache, MySQL, and PHP) technologies. The core development team of vtiger CRM is based in Bangalore,India. The project is available in over 15 different languages. vtiger CRM includes sales force automation, customer support & service, marketing automation, inventory management, multiple database support, security management, product customization, calendaring, E-mail integration, add-ons (Outlook Plug-in, Office Plug-in, Thunderbird Extension, Customer Self-service Portal, and Web Forms), and others.

Vtiger CRM Screenshot

Sales Force Automation

Sales Force Automation (SFA) is an important CRM function that streamlines and enhances the operations of your sales team. SFA includes the key activities needed by your sales team including Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, and others.
  • Key Modules
    vtiger CRM supports a number of different aspects of Sales Force Automation.
    • Lead Management
    • Opportunity Management
    • Account Management
    • Contact Management
    • Activity Management
    • Reports & Dashboards

Customer Support & Service

vtiger CRM provides enterprise quality Customer Support & Service features, such as Ticket Management, Knowledge Management, Customer Self Service Portal, Reports, and Support Statistics specifically useful for your organization's customer support force. You can also use other customer support-related modules, such as Products, Activity Management, Calendar, Contact Management, and so on.
  • Key Modules
    • Ticket Management
    • Knowledge Base
    • Customer Self Service Portal

Marketing Automation

Vtiger CRM provides Campaign Management, E-mail Marketing, Online Lead Forms, Product Management specifically useful for your organization-wide marketing requirements. You can also use other marketing-related modules, such as Calendaring, Contact Management, File Attachments, and so on.
  • Key Modules
    • Campaign Management
    • E-mail Marketing
    • Lead Management

Inventory Management

Vtiger CRM extends beyond traditional CRM to provide a complete sales cycle management by integrating Inventory Management functions, such as Products, Price Books, Vendors, Sales Quotes, Purchase Orders, Sales Orders, and Invoices with CRM modules, such as Leads, Accounts & Contacts, and Opportunities. Using vtiger CRM you can achieve the seamless integration between pre-sales and post-sales activities in a single application.

  • Key Modules
    • Products Management
    • Sales Quotes
    • Order Management
    • Invoices

Activity Management

  • Add all important customer-related e-mails to vtiger CRM for quick reference in future
  • Store all the details of customer meetings and calls in a n intuitive calendar
  • Manage daily tasks of the vtiger CRM users to have a streamlined sales process

Reports & Dashboards

  • Pre-build reports for sales force automation
  • Sales pipeline analysis by stage
  • Monthly Sales pipeline analysis
  • Sales opportunities by lead source
  • Drill-down the dashboards by time and opportunity stage

Security Management

Vtiger CRM supports advanced security management functions including roles, hierarchies, profiles and groups. This enables flexible access control to view and edit functions based on role, management hierachy and group membership.


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