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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:
- meLogics will install and provide basic
configuration of the system
- Configure email , change logo, configure
style sheets and themes
- Provide 1 year hosting (Customize hosting
package)
Terms
*meLogics web hosting standard terms and
conditions applicable
*meLogics standard service delivery terms
and conditions applicable
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