vTiger CRM Customisation Service

Overview

There are distinct leads for every business, and there are various needs to use and manage leads. We have worked with the Vtiger CRM system in such depth that we can customize the CRM(Customer Relationship Management) as well as provide customization for each module of it. We can add custom functionality in different Vtiger modules to suit your business needs and automate business tasks. This will increase work automation, which leads to decreased errors, human efforts, and increased productivity and accuracy.

Services

• Invoices
• Payments
• Price book
• QuickBooks
• Sales and Purchase Order
• Campaigns
• Calendar
• Phone calls
• Dashboard Customization
• CRM Customization
• Customization for module of Vtiger
• Leads
• Opportunities
• Quotes
• Contacts
• Vendors
• Organizations
• Shopping cart
• SMS notifier
• Module Builder
• Forecast
• Reports And more
• Custom Module Development
• PDF Layout Customization
• Layout/Design Customization as per your company’s Brand
• Social Module Integration (Facebook, Twitter, Linkedin)
• Web Service API integration (REST & SOAP)
• Data Migration from Vtiger 5.1 to 6.5 and 6.5 to 7.0
• Re-engineering Vtiger CRM to add new features
• Support & Maintenance

We offer custom module development for these Modules

• Contact
• Appointment
• Opportunity
• Documents
• Sales Forecasting
• Sales Workflow
• Email Marketing
• Sales Insights
• Flexible Graphical Reporting Tool

Also, we offer a custom module integration service in the Vtiger system. Below is the list of custom modules that we can integrate into your Vtiger solution

PBX Manager – Click2Call

Get click-to-call functionality within the CRM system with the PBX manager. It means with a single click over a lead, you may generate an outbound call from your CRM system

Web Form

Web-based form with the custom field will be integrated within the Vtiger CRM solution so your agents can fill in the required details which will automatically update the relevant records. This makes information update quickly.

VTiger and VICIDial Integration

We can integrate your Vtiger CRM solution with the VICIDial Call center software. This way you can use both systems in harmony without switching back and forth between these two systems. Our expertise further extends the integration of different 3rd party modules, applications, and solutions into the Vtiger CRM system. Below is the list of integration services we offer:

 VTiger CRM system integration with the Telephony APIs and Systems, including

• Twilio
• Plivo
• Clickatell
• Telzio

Integration of VTiger with contact and email clients such as

• Gmail
• Google
• MailChimp
• Microsoft Outlook
• Microsoft Exchange
• Office 365
• Firefox
• Thunderbird
• PayPal
• Zapper
• Dropbox
• Google Drive
• QuickBooks
• Tally
• DocuSign
• Magento

No matter whether you are an SME or a large-sized multi-national corporation, we have the requisite expertise to deliver complete CRM solutions as per your specifications. Send us a customization request and avail of the best CRM solutions as per your business requirements.

Do you wish to discuss your project with our Telephony experts?

If you have got any telephony solutions requirements that you wish to discuss, then please feel free to fill out our Inquiry Form. One of our business experts would connect with you within the next 12 working hours.