WooCommerce → vTiger Product Synchronization
- Implemented seamless product sync enabling:
- Centralized product repository inside CRM
- Scheduled or real-time updates for pricing, descriptions, and availability
- 100% elimination of manual product entry
Project Objectives
- Synchronize WooCommerce products into vTiger CRM without manual effort
- Introduce a custom Distributor module with role-based ownership & access control
- Link Distributors with Quotes for channel-based sales accountability
- Deliver custom-branded Quote PDF automation including taxes and distributor metadata
- Enable Multi-SMTP infrastructurefor reliable, distributed email communication
Custom Distributor Management Module
- Built from scratch in vTiger CRM with:
- Quote module linkage to tag distributor-specific quotations
- User module integration for ownership, access control, and accountability
- Role-based governance for distributor-related actions
Quote Management & Custom PDF Automation
- Enhanced quotation system to:
- Auto-generate branded Quote PDFs
- Include product pricing, distributor details, taxes, and business formatting
- Support fast, accurate, and automated document delivery
Multi-SMTP Email Configuration
- Delivered flexible SMTP routing to:
- Assign different SMTP servers based on users, roles, or departments
- Distribute email load and improve deliverability
- Separate sales emails vs transactional emails sales emails vs transactional emails efficiently
Business Challenges
Disconnected Product Data
- Product catalog lived in WooCommerce but sales operations happened in CRM.
- Manual product entry into CRM caused pricing mismatches and inconsistent descriptions.
Lack of Distributor-Centric Sales Tools
- CRM had no native way to manage distributors separately from direct customers.
- Quotes needed clear distributor association, ownership tracking, and access governance.
Unbranded & Generic Quote Documents
- Quote PDFs did not include distributor details, taxes, or brand formatting.
- Sales teams spent time manually preparing documents outside CRM.
Email Deliverability Issues
- Single SMTP server created bottlenecks and reliability concerns.
- Needed flexibility for transactional and sales emails across users and roles.
Implementation Highlights
- API-led product catalog automation between WooCommerce and CRM
- Custom data model for distributors linked with quote ownership
- Business-aligned Quote PDF template development
- Secure user-based SMTP routing with load balancing
- Centralized sales workflow enabling distributor accountability
Customer Satisfaction Highlights
- 100% elimination of manual product sync errors across sales teams
- Faster quote turnaround improved distributor response time and trust
- Increased sales team confidence with branded, automated Quote PDFs
- Improved email reliability and delivery consistency across departments
- Strong distributor accountability through clear ownership and CRM visibility
Project Timeline
Project Duration
- 3
- Months
Tools & Technology Used
Back End
Conclusion
The CRM and billing automation for OfficeFirst Thailand streamlined subscription management, automated recurring invoicing, and ensured accurate financial tracking. By digitizing operational workflows like mail, parcel, and expense management, the platform improved visibility, compliance, and efficiency across the business. The result was faster billing cycles, fewer manual errors, and a unified system that enhanced customer service and operational control.
Rafael Carrillo
CRMTiger helped us integrate WooCommerce with vTiger CRM, eliminating manual product entry and improving distributor-based sales workflows. The custom distributor module, automated quote PDFs, and reliable email setup significantly improved our sales efficiency. A well-structured and dependable CRM integration.