CRMTiger team customized vTiger CRM version 6.1 for one of the education institute.
Customer is the institute which provide corporate training to the customer.
Company wants to use to CRM to maintain customer, conversation with customer, Quotation and Invoicing to the customer.
Feature implemented in the CRM:
- Customize CRM to maintain customer integration.
- Data migration from existing Access system to CRM.
- Account/Contact customization.
- Quote/Invoice customization with option of PDF export.
- Customer comments management.