Project Objectives
- Built a multi-tenant CRM system on the vTiger platform for 1CRM
- Enabled a subscription-based, cloud-ready CRM architecture
- Integrated WhatsApp Business for unified customer communication
- Implemented Maytra PBX telephony for seamless call management
- Enabled email synchronization for centralized conversations
- Integrated Facebook Lead Sync to capture and manage leads
- Designed a scalable solution to enhance client engagement and communication efficiency
Business Challenges
Limited Scalability
- Single-tenant deployments required separate instances for each client, increasing maintenance overhead and costs.
Communication Integration Deficiencies
- Lack of unified integration for WhatsApp Business, telephony, email, and Facebook lead capture, resulting in fragmented communication workflows.
Tenant Management Issues
- Challenges in ensuring data isolation, secure multi-user access, and customized configurations across tenants.
Efficiency Bottlenecks
- Reliance on manual processes for lead handling and cross-channel interactions led to slower response times and fragmented data.
Solution Implementation
CRMTiger Approach
- In-depth discovery aligned with 1CRM’s multi-tenant and integration goals
- Leveraged vTiger’s open-source flexibility for scalable customization
- API-driven integration strategy for real-time data synchronization
- Strong security focus with tenant isolation and access controls
- Agile, feedback-driven development for precise feature delivery
Implementation
- Configured vTiger core with secure multi-tenant architecture
- Integrated WhatsApp Business for two-way messaging and automation
- Implemented Maytra PBX for VoIP calling, logging, and click-to-dial
- Enabled email syncing via IMAP/SMTP for centralized communication
- Integrated Facebook lead forms for automatic lead capture and nurturing
- Conducted security, performance testing, and cloud-based deployment
- Delivered user training for smooth adoption
Delivered
- Secure multi-tenant CRM supporting multiple subscribers
- Unified communication across WhatsApp, PBX, email, and Facebook leads
- Advanced dashboards, workflows, and analytics for better insights
- Faster client onboarding with reduced manual effort
- Improved operational efficiency and data accuracy
Customer Satisfaction
- Noticeable reduction in response times
- Improved data accuracy across channels
- Faster onboarding of new CRM clients
- High satisfaction with reliability and usability
- Strong confidence in long-term scalability
Best Practices Followed
- API-first integration strategy
- Secure tenant isolation
- Automated workflows to reduce manual tasks
- Agile development with iterative feedback
- Comprehensive testing before deployment
Project Timeline
Project Duration
- 7
- Years
Tools & Technology Used
Back End
Conclusion
The Scalla CRM Multi-Tenant CRM project exemplifies successful collaboration between Scalla CRM and CRMTiger on the vTiger platform, transforming business challenges into a scalable, integrated solution. By focusing on user-centric design, robust integrations, and multi-tenancy, the system has empowered SMBs to operate more efficiently and competitively. This case study underscores the power of customized open-source CRM in driving digital transformation, setting a benchmark for future innovations in the Israeli market and beyond.
Ophir Reuven
CEO at netvill ltd.
CRMTiger has been a reliable long-term partner in building and scaling our multi-tenant vTiger CRM platform. Their expertise in integrations and tenant management enabled us to deliver a unified, subscription-based CRM with strong communication capabilities. A dependable partnership that continues to support our growth.