Product Brochure

Download vtiger CRM Product Brochure (92 KB)

"vtiger brings you affordable enterprise-class software by integrating best-of-breed open source technologies, offering it with our world-class support"

vtiger CRM is a web-based Open Source CRM software built over LAMP/WAMP architecture and other open source projects 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, Desk, Products, Vendors, Price Books, Sales Quotes, ,Orders, Invoices, Reports & Dashboards, Security Management, RSS, Product Customization, and others.

The main advantages of using the vtiger CRM software are, first, the installation is as simple as installing any end-user software, such as Word processors, Spreadsheets, or games. You need not concern too much about setting up database, Web server, and other software.

Secondly, vtiger CRM provides essential business productivity enhancement utilities for Microsoft® Outlook®, Mozilla/Thunderbird E-mail client, Microsoft® Word®, Customer Self Service Portal, and Web Forms as an open source projects. These add-ons enhance the user experience with vtiger CRM.

Finally, vtiger CRM development/support experts are committed in providing an excellent technical support to premium users through user forums,training materials, special feature packs, and periodic bug fixes. All users can access vtiger forums and SourceForge forums to obtain valuable product updates from vtiger CRM team and open source community.

Key Benefits

• Very easy to use
• Hassle free product installation
• Open Source add-ons for Microsoft Outlook, Mozilla/Thunderbird, Microsoft® Word®, and Customer Portal
• Software is free and there is no up-front investment
• Rich user-experience with product customization
• Excellent customer support backed by committed vtiger team

Key Modules

Sales Force Automation

• Manage leads, accounts, contacts, and opportunities
• Import data from external sources, such as Web downloads,
  tradeshows, seminars, and direct mail
• Export data to spreadsheet software, such as Microsoft® Excel®,
  OpenOffice®, and others to analyze the sales pipeline and quickly identify the bottlenecks if any
• Associate customer records with other records in the system for a
  better 360 degrees view of the customer record
• Attach customer-specific documents to the customer details for a
  quick reference in future

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
• Integrated Customer Self Service Portal with Help Desk
• Statistics of the trouble tickets for a better ticket management

Inventory Management

• Manage organization-wide product life cycle end-to-end
• Create different price books for products based on customer segments
• Procure products from the selected list of vendors
• Complete the sales management cycle with an integrated Quotations, Order processing, and Invoicing system

E-mail Integration

• Fetch inbound E-mails and associate to the existing contacts
• Manage mailing lists and execute HTML based mass E-mail campaigns
• Send mass E-mails to the contacts and other users

Reports & Dashboards

• Fully customizable reports for all the modules
• Sales pipeline analysis by sales stage
• Monthly Sales pipeline analysis
• Sales opportunities by lead source
• Drill-down the dashboards by time and opportunity stage

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 E-mail client
• Export addresses from Thunderbird/Mozilla E-mail client to vtiger CRM

System Requirements