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vTiger® Customization
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PDF Customization
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PDF Customization
a
Layout customization
A4, A5, A6.
b
Custom calculation
c
PDF export functionality in customize module
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Saas Customization
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SAAS Customization
a
Single CRM application with Multiple DB
b
CRM will be ready in
10 SECOND
c
Customer can register by own and can do Payment (For Payment , we have integrated a WordPress with CRM)
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Item Block Customization
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Item Block Customization
a
Add New Fields
b
Inventory Modules like Quotes, Invoice, Purchase Order and Sales Order can have different fields for each and different Logic
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Email Template Customization
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Email Template Customization
a
Auto file attachment like Company Profile to be sent with Email Template
b
Apart of that user can have manual file attachment in Email Template
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Module Level Customization
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Module Level Customization includes
a
Custom and development
b
Module Integration
c
Related Module Development
d
Language Integration
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vTiger® Migration
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Mirgration from Other Applications to vTiger®
a
From Salesforce CRM to vTiger® CRM
b
From Sugar CRM to vTiger® CRM
c
From Suite CRM to vTiger® CRM
d
From GoldMine CRM to vTiger® CRM
e
From ZOHO CRM to vTiger® CRM
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Mirgation for vTiger® Old to New Version
I
5.1 - 5.4/6.1/6.2/6.3
II
5.4 - 6.1/6.2/6.3
III
6.1 - 6.2/6.3
IV
6.3 - 6.5
V
6.5 - 7.0
Support
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CRM
Tiger offers support of On Demand and On Premise Customers.
A
Email Support
B
Phone Support (as and when required)
C
Chat support (Monday-Friday on working days)
D
Accept customer request via customer portal trouble ticket solution
E
Bug Fixes
F
Skype with technical support person if required
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Implementation
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CRM
Tiger will implements and Hosts the vTiger® CRM Community edition on your premises/server.
Our
team will closely work with you to understand your requirements and implement and/or customize as needed.
Implementation Pre activity:
I
Install Pre-requisite before vTiger installation as per the guidelines
II
Install and Configure vTiger version on your server
III
Work with You for Post installation support via Voip or chat
IV
Complete the installation and Go-Live
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Hire vTiger Consultant
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CRM
Tiger provide vTiger CRM Consultant having an average of 3 Years of hands on experience in their vTiger CRM Customization areas. We will provide you with a complete set of resume from our team of skilled consultant as and when needed.
Technical Skills :
I
vTiger CRM Customization
II
vTiger CRM Sales,Marketing,Event,workflow customization
III
PHP, MySQL, Smarty Framework
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Training
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Technical Training
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Our Experts will provide in-depth understanding of vTiger® system.Based on our experience and knowledge we categorized Training as below.
a
vTiger® Configuration, User & Access Management
b
Studio
c
Application & Database Architecture
d
Customization & Development
e
Customization & Development
f
API & Integration
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Functional Training
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vTiger® end-user training is designed for CRM users to understand basics of CRM. This program contributes significantly towards implementing CRM within an organization to succeed.
CRM End-User Training Devided in Days.
1
Day 1 – Fundamental & CRM Configuration
2
Day 2 – Administrative management
3
Day 3 – Advance customization & Practice
4
Day 4 – User Training
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Integration
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Openbox Integration
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Openbox Integration
vTiger® CRM is an open source CRM software, used largely by medium and small-sized companies. vTiger CRM used to manage your organization wide CRM, for example sales force automation, marketing automation, procurement & fulfillment effectively.
CRM
Tiger
focused on integration services.
CRM
Tiger
worked on vTiger with OpenBOX integration for US based client.OpenBOX was the cloud service means implemented on “SaaS”. So any business changes to the company it cost a lot. So many company not eyes on Open Source CRM to reduce setup and implementation cost.
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Quickbook Integration
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Quickbook Integration
CRM
Tiger
has the team of expert working on many important integration work for many company. Quickbooks integration is one of them.
A
Send/Receive vTiger® Contacts to QuickBooks
B
Send/Receive vTiger® Accounts to QuickBooks
C
View transactions of QuickBooks Customers in their vTiger® Contact Details
D
Send/Receive vTiger® Invoices to QuickBooks
E
Send/Receive vTiger® Quotes to QuickBooks
F
Send/Receive vTiger® Sales Orders to QuickBooks
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GoogleCalendar Integration
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Google Calender Integration
CRM
Tiger
provide Google calender integrate vTiger® calender with google calender. Now it is easy to sync and manage your events and other calendar data from your VTiger CRM 6.0 interface. There is no user based restriction, so any user can sync their
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VICIDial Integration
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VICIDial Integration
CRM
Tiger
Integrated vTiger® with ViciDial by adding following feature:
A
vTiger® Click To Call Integration
B
vTiger® Call Recording
C
vTiger®-ViciDial Lead Synchronization
D
Call Disposition Synchronization
E
User, Phone extension, Campaign, List Synchronization
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ViciDial Integration with Single Signon
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ViciDial Integration with Single Signon For vTiger®
Advantages of ViciDial Integration with vTiger® CRM :
A
Usability
B
Data Synchronization
C
Call & Logging features
D
Dialing features
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Elastix Integration
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Elastix Integration
Elastix has been widely used as a complete dialer system over the years which is open sourced and act as a perfect call center suite. companies engaged in market research or in event management often make the best use of Elastix role as a Predictive Dialer to propel their business.
vTiger is the CRM Software which used by many call center company with Elastix to manage leads, send email to leads, send quotation, send invoice-marketing and many other purpose.
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FreePBX Integration
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FreePBX Integration
FreePBX is a stand-alone software that acts as telephony system
with rich graphical user interface. It is open source and ubiquitous application which is used by wide array of business units across the world as a corporate calling ecosystem.
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Extensions
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Sales
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Sales Forecasting For vTiger®
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Sales Forecasting For vTiger®
(vT 7.0 Available)
The sales forecasting extension is used company by the forecast the sales and marketing teams.
Profile Scoring For vTiger®
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Profile Scoring For vTiger® (Rating)
(vT 7.0 Available)
When company working with many leads in which some of the leads or prospect doesn’t seem to be weight high it means in order to group leads/prospect based on score to give high importance than profile scoring will be very useful.
Pipeline(Kanban) View For vTiger®
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Pipeline(Kanban) View For vTiger®
(vT 7.0 Available)
Pipeline View is to visualise & approach your workflows easily and helps you to manage. It covers module, e.g Opportunities, Leads, Contacts, Accounts, Tickets, Project, Project Task for which you can configure different set of fields to show on the Pipeline Record. Rather than having to go into the edit view, change level simply by dragging the whole Record to next level which is quicker.
Themes and Language
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RTL Theme For vTiger®
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vTiger® CRM system support RTL themes for language like Hebrew,arabic etc..
Customer from Israel,Saudi arabia,Kuwait needs CRM system must be in RTL so they can easily navigate and use system as their localization.
Features
a
One click install module, from your Module Manager
b
User based layout selection compatible with vtiger roles
c
9 Different color skins like standard vtiger pattern
d
Compatible with custom modules
e
Fully customizable
f
Easy theme uninstall
Language Pack For vTiger®
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CRMTiger offers language pack along with RTL Themes.
Available Language Pack
a
Hebrew 6.x (עִברִית)
b
Hebrew 7.x (עִברִית)
c
Arabic 6.x (عربى)
d
Arabic 7.x (عربى)
Marketing Campaign
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Email Tracking For vTiger®
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CRM
Tiger
implemented vTiger® email tracking feature for all email send out from vTiger® campaign as well as email sent individually from contact or leads.
Features
a
Report on unique Email open count by user.
b
Report on each link click count in email by user.
Multi SMTP For vTiger®
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Setup SMTP for each user in vTiger®. This plugin-in used to setup one SMTP for each user so any email send from the user will send to the customer using SMTP set against the user.
Features
a
This plugin consider email sent from workflow as well as from record to send against user SMTP.
b
There is also an option to disable SMTP against user as well.
Email Campaign For vTiger®
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CRMTiger implemented vTiger® email campaign module for company who wants to send mass email from vTiger® system immediately or schedule it to send on later time. This extension is the replacement of MailChimp or other traditional email marketing software. You can track email send out using email campaign module.Management can view open and click link report easily using the extension
Features
a
Build an email template
b
Created List
c
Attached subscriber to list.
d
Setup interval for each email campaign batch
e
Send an email campaign
f
Schedule an email campaign
g
Analyze email sent ratio (open, click, subscribe, unsubscribe)
h
Report on email campaign
Survey & Custom Form for vTiger®
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Survey & Custom Form for vTiger®
Intuitive Survey & Custom Form module for vTiger. Send Surveys to prospects & customers and collect responses in CRM
Survey & Custom Form for vTiger®
Communication
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WhatsApp Integration for vTiger
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WhatsApp Integration for vTiger®
WhatsApp Integration with vTiger® gives you the flexibility to send WhatsApp messages to your customers.
WhatsApp
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WhatsApp Chrome Addon for vTiger®
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WhatsApp Chrome Addon for vTiger®
WhatsApp Chrome Addon for vTiger® is a connector between vtiger CRM and WhatsApp client software .
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WhatsApp Integration For vTiger®
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WhatsApp Integration for vTiger®
WhatsApp Integration with vTiger® gives you the flexibility to send WhatsApp messages to your customers.
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WhatsApp Business API Integration for vTiger
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WhatsApp Business API Integration for vTiger
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Facebook
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Facebook Messenger Integration for vTiger®
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Facebook Messenger Integration for vTiger®
Facebook Messenger Integration Extensions allow users to use the messaging service of Facebook Page. Customers can send the message to the Facebook Page and it’ll be received in the CRM & vice versa.
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Integration
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WhatsApp Chrome Addon for vTiger
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WhatsApp Chrome Addon for vTiger®
WhatsApp Chrome Addon for vTiger® is a connector between vtiger CRM and WhatsApp client software .
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Google Synchronization
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CRM
Tiger
created one of the most important feature of Google calendar synchronization which everyone uses on regular basis for business. We implemented bi-directional sync feature enables customer to sync all existing events and data between VTiger 6.x and Google calendar.
Features
a
It’s the Real time integration of latest VTiger CRM 6.0 and Google calendar
b
With help of this we can able to invite people from VTiger CRM
c
User can easily create and sync events to Google calendar from VTiger
d
User can create and sync meeting and other features to Google calendar
e
We have option to select event type, priority and status at the time of sync
f
We can sync cron based periodical
g
We can control cron time via VTiger cron feature
h
All users in vtiger can use this feature without restriction
Twilio Integration For vTiger®
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Twillio Integration For vTiger®
CRMTiger implement twilio integration with vTiger® CRM. Twilio is a communications tool- it is used to add capabilities like voice, video, and messaging to different applications. vTiger® Twilio integration opens up a new channel for CRM users to reach out to the customers.
ViciDial Integration For vTiger®
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ViciDial Integration For vTiger®
CRM
Tiger
Integrated vTiger® with ViciDial by adding following feature:
A
vTiger® Click To Call Integration
B
vTiger® Call Recording
C
vTiger®-ViciDial Lead Synchronization
D
Call Disposition Synchronization
E
User, Phone extension, Campaign, List Synchronization
Facebook Messenger Integration for vTiger®
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WhatsApp Integration For vTiger®
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WhatsApp Integration for vTiger®
WhatsApp Integration with vTiger® gives you the flexibility to send WhatsApp messages to your customers.
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vTiger® MailUp Integration
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vTiger® MailUp Integration
MailUp extension is a connector between vtiger CRM and MailUp software and allows you to synchronize data between MailUp and CRM so as to extract maximum benefits from leads or prospects from vTiger to MailUp.
vTiger® Google & Office365 Integration
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vTiger® Google & Office365 Integration
With Outlook/Gmail add ons you can sync Email, contact for selected modules in the vTiger. This integration comes with 2 installation methods.
Office365 with OAuth for Mail Converter
vTiger® Office365 Integration
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vTiger® Office365 Integration
With Outlook/Gmail add ons you can sync Email, contact for selected modules in the vTiger. This integration comes with 2 installation methods.
vTiger® Google Suite Integration
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vTiger® Google Integration
With Outlook/Gmail add ons you can sync Email, contact for selected modules in the vTiger. This integration comes with 2 installation methods.
Mobility
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vCRM
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CRM
Tiger
implement mobile themes for vTiger® CRM for the version Upto 7.0
Features
a
Lead/Account/Contact management
b
View/Update purchase order, sales order and products management
c
Real-time dashboard update on ticket, calendar etc…
d
Compatible with iPhone, android, blackberry, Samsung and other major mobile device
e
Record management (leads, quote, opportunity etc…)
f
Intuitive dashboard UI
g
HTML5 based mobile compatible technology
vTiger® Mobile App
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CRM
Tiger
team created vTiger mobile app so sales rep of the company can access CRM from android mobile device. Mobile app has feature to store data in offline mode as well sync the real-time data.
Download Free from Google play store
CRMTiger Apps
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CRMTiger Apps.
Completely overhauled with more intuitive UI and Faster performance
Features
a
Push Notifications
b
Sales Team Tracking (GPS)
c
CheckIn / Checkout meeting with location
d
Activity Stream updates (History of all updates)
e
Live Tracking of Users
f
Map view of Leads / Contacts
g
Call Logging
Telephony
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Asterisk integration For vTiger®
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vTiger® has very nice telephony integration with various PBX software.
CRM
Tiger
team implement vTiger®-Asterisk connector using Asterisk AMI Call.
Features
a
Click to Call
b
Inbound call popup
c
Call Recording
WebPhone (WebRTC) Integration For vTiger®
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WebPhone (WebRTC) Integration for calling with vTiger® CRM 6.x and 7.x
CRMTiger
believe in making things easy to save time and increase productivity. With Asterisk connector using WebRTC Phone for vTiger® Version 7.x and 6.x you can
start calling your Leads and Contacts from within your CRM.
Gone are the days where you open a lead, see the phone number and dial from your Mobile or landline phones
Features
a
Click to Call
b
Inbound call popup
Security
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vTiger® CRM Record Locking
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vTiger® CRM system has many users setup to do various task. sometime some records has been shared between the user to do concurrent task same time. This will cause the problem of loss of the data change by one user and modified by other user.
Record Locking (Record level security) Feature:
a
Notification to user when same record already been opened by other user
b
Time based locking period (configurable)
c
Fancy alert message to the user with details of the person who working on the record
d
Implementation on all modules of the CRM
IP blocking For vTiger®
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IP blocking For vTiger®
CRMTiger build “IP Blocking” to gain access of CRM through specific IP.
Payment and Billing
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Online Payment & Signature For vTiger®
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Online Payment & Signature
Online Payment and Digital signature important now a days for company to automate signature and payment processing flow. This will help company to manage everything centralized as well as get Quick and Easy updates.
Productivity
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Record Creator For vTiger®
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RecordCreator For vTiger®
RecordCreator help to create record of another module from parent module with carry forward data.
For Example :
If user is on Ticket module and wants to create Invoice from Ticket than this module helps to create record from primary module(Ticket) to Scondary module(Invoice)
Power Layout For vTiger®
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Power Layout For vTiger®
vTiger® Power Layout has been developed to assist management, system admin, users etc. to choose which fields and Blocks should be display on defined condition on fields, also choose visible or invisible fields and Blocks and auto populate fields for particular module depending on condition mentioned in the configuration.
Find And Replace For vTiger®
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FindAndReplace For vTiger®
Find and Replace extension for vTiger®CRM helps user to find specific word and replace it with the word user wants to replace and applied to multiple records in list module listing screen.
Add Relationship For vTiger®
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Add Relationship For vTiger®
Create Relationship between two modules.Vtiger is flexible to create One-to-One, One-to-Many, Many-to-One, and Many-Many relationships between the modules.
Auto Populate for vTiger®
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Auto Populate for vTiger®
Auto Populate for vTiger® is productivity tool. extension use for repetitive data entry when creating related records. Create a contact from within Organization and no need to enter Phone, Email, Address, Website etc.
Module Creator for vTiger
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Module Creator for vTiger®
VTiger Module builder is an extension that allows you to create custom modules within few minutes. All custom modules are created which follow strict VTiger guidelines.
Other
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Multi Tenancy For vTiger®
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CRM
Tiger
implemented vTiger® multitenant application feature so any company implement CRM and sell as subscription based CRM to the end user.
Feature in marketing website:
a
Home page dashboard with package selection option
b
30 days Free trial registration
Feature in CRM:
a
Dynamically creation of the Multitenant model
b
Single application source and multiple database concept development
Feature in Admin panel:
a
Login with admin panel to review total registered users for the day
b
Create new CRM instance from admin (same as from marketing website)
Import User For vTiger®
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vTiger® Import User Feature From Spreadsheet.
“Time Saving” Customization. Creating multiple users in CRM by importing CSV file.
Features
a
All employees (users) accounts are created.
b
All users will receive emails with link to set password.
c
Automatic duplicate record handling (optional).
d
Erroneous entries/data reported automatically, in case input fields are not as per format.
Attach Multiple Files For vTiger®
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New and Very important feature
CRM
Tiger
implement in vTiger® 6.0.
Features
a
In vTiger 6.0 users can attach multiple files to one document.
b
The purpose of this feature is to save time and hassle uploading Documents to vTiger®CRM.
c
This feature will allow you to attach Multiple Files to one document record in vTiger® CRM.
d
Ultimately it will helpful if you are scanning a lot of documents and you can able to attach them all to one single record rather than creating a separate document record in vTiger® CRM.
Chat User For vTiger®
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Chat Plugin For vTiger®
Features
a
Offer private and public chat
b
Group chat between user
c
Select multiple emotions from emotics library
d
Offline and online chat
e
Option to send/received HTML message
User Custom Filter & ExportPDF
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User Custom Filter & Export in PDF For vTiger®
Features
a
Create custom filter in user module
b
All default custom filter features including search,public filter etc..
c
Search on alphabetic(A-Z)
d
Export PDF
Label Manager For vTiger®
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Lable Manager For vTiger®
(vT 7.0 Available)
Features
a
Update label on the fly
b
Easy language selection and label
c
Auto update default label on addtion of new language
d
Get rid from update label from file system
Two Dimensional Widget
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Two Dimensional Widget For vTiger®
(vT 7.0 Available)
Two Dimensional widget
extension – displays statistical data based on a specified custom filter, in a configurable table format.
Import in Secondary Module Relationship
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Import in Secondary Module Relationship For vTiger®
vTiger® CRM extensions to import data in child(secondary) module with the relationship to the primary module.
User can select any of the field to map with related field of primary module.
Search on Related module list For vTiger®
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Search on Related module list For vTiger®
Related module level search in vTiger® useful for user to quickly find records based on selected field, similar to search on regular listing view of the module.
vTiger Global Search
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vTiger Global Search on any field
Global Search is one of the important extension for vTiger users to search on any selected fields in Fast and Easy way. This will increase efficiency of Sales & Marketing team to find record easily.
Multiple User Assignment for vTiger CRM
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Multiple User Assignment for vTiger CRM
With multiple user assignment extensions you can automatically assign records to the multiple users which will form a group.
Case Studies
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CRM For Call Center
CRM For Air Transport
CRM For The Telecom Industry
Manufacturing Company
Healthcare software provider
Automated Wine Machine
CRM For Education Industry
CRM For Trading Company
CRM for Corporate Health Trainer
CRM for Fork-Lift Supplier
Fire Safety Inspection company
CRM for Locksmith
Industry
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Real Estate Software (CRM + WebPortal)
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Real Estate Software
Software is built upon our years of experience and earned expertise in CRM and Product Designing. Along with development for Real Estate clients we gained domain knowledge of Realty and the result was a powerful software for Realtors.
A
It’s cloud based
B
Works on any browser and on any device including Mobile
C
It’s customizable
D
HIghly Automated
E
Pre-Integrated with Customer Portal
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CRM for Legal(Law)
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CRM for Legal(Law) Industry
A
Manage each Court Case association with Clients.
B
Separate customer portal for client to Login and check case document and status of their case online
C
Customer can see Judgment of each case through email or SMS notification.
D
Customer portal for customer to see case status, case judgement notes, Case document etc..
E
Appointment scheduling and integration with Google contact and calendar
F
Email campaign & Email tracking management
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Callcenter
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Call Center
Call Center
CRM
Tiger
's call center services to provide standardized,streamlined,uniform services for consumers making it an effective approach for interacting with their customers.We will provide services of low cost,experience improvement in productivity and quality.
Call handling services that includes customer support,operator services,multilingual customer support, directory assistance,credit services,inbound and outbound telemarketing,card services, interactive voice response,and web-based services.
Read More
Health Care
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Health Care
CRM
Tiger
Healthcare organizations across all segments can do better management using our products, Streamline patient record access and reduce processing errors Enable throughout the life cycle of the patient record Reduce operational costs by alleviating patient dependence on administrative resources Increase responsiveness to patients through online education and counseling.
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A
Challenges
B
Solution
C
Patient Online Services
D
Streamline simple tasks
E
Minimize patient wait times
F
Providing Special Service to patience
Travel CRM
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Travel Tourism
Many companies, big and small, compete against each other and at the same time collaborate in a restricted space. Requiring immediate and proactive adaptability in operations ,Travel & Tourism industry is constantly changing its business environment.
A
Need of latest technologies
B
Regulatory compliance
C
Gradually changing customer needs
Read More
Education CRM
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Education E-Learning
CRM
Tiger
has extensive E-Learning experience in terms of developing solutions that seamlessly bring together a variety of technologies and services for the user.E-Learning include services:
A
Localization
B
Custom Courseware
C
Simulation & Gaming
D
Webcasting System
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Manufacturing Engineering
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Manufacturing Engineering
We understand today’s challenging global Manufacturing & Engineering marketplace in which you compete. Our broad spectrum of reliably high performing customized solutions,consists of following:
A
Warehouse Management
B
Shipping, Mailing, and Logistics Software
C
Product Lifecycle Management Solution
D
Supplier Relationship & Supply Chain Management
E
RFID-based Solutions
F
Customer Relationship Management (CRM)
Read More
SPA Wellness CRM
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SPA & Wellness CRM
CRMTiger offers CRM integrated with Web Portal (Spa-Website) and POS system that’s scalable to extend with Mobile App for consumers
We gained Spa-Salon-Wellness business insights while working for many of them from different locations across the world. Our SPA CRM solution is extract of our years of experience working on this domain.
SPA CRM is offered as a total package with flexibility to match your custom demands.
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Physician CRM
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Physician CRM
CRMTiger launches CRM for Physician or Clinics to help them manage clinical operations, medications and relationship with patients.
If you are an independent doctor running your own practice at small or large scale, this is both perfect and economic solution.
With this Medical field’s CRM system in place, you carry entire back-office/clinic and data wherever you are in the world.
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Clientele
Partners
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vTiger® Customization
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PDF Customization
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PDF Customization
a
Layout customization
A4, A5, A6.
b
Custom calculation
c
PDF export functionality in customize module
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Saas Customization
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SAAS Customization
a
Single CRM application with Multiple DB
b
CRM will be ready in
10 SECOND
c
Customer can register by own and can do Payment (For Payment , we have integrated a WordPress with CRM)
Read More
Item Block Customization
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Item Block Customization
a
Add New Fields
b
Inventory Modules like Quotes, Invoice, Purchase Order and Sales Order can have different fields for each and different Logic
Read More
Email Template Customization
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Email Template Customization
a
Auto file attachment like Company Profile to be sent with Email Template
b
Apart of that user can have manual file attachment in Email Template
Read More
Module Level Customization
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Module Level Customization includes
a
Custom and development
b
Module Integration
c
Related Module Development
d
Language Integration
Read More
vTiger® Migration
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Mirgration from Other Applications to vTiger®
a
From Salesforce CRM to vTiger® CRM
b
From Sugar CRM to vTiger® CRM
c
From Suite CRM to vTiger® CRM
d
From GoldMine CRM to vTiger® CRM
e
From ZOHO CRM to vTiger® CRM
Read More
Mirgation for vTiger® Old to New Version
I
5.1 - 5.4/6.1/6.2/6.3
II
5.4 - 6.1/6.2/6.3
III
6.1 - 6.2/6.3
IV
6.3 - 6.5
V
6.5 - 7.0
Support
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CRM
Tiger offers support of On Demand and On Premise Customers.
A
Email Support
B
Phone Support (as and when required)
C
Chat support (Monday-Friday on working days)
D
Accept customer request via customer portal trouble ticket solution
E
Bug Fixes
F
Skype with technical support person if required
Read More
Implementation
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CRM
Tiger will implements and Hosts the vTiger® CRM Community edition on your premises/server.
Our
team will closely work with you to understand your requirements and implement and/or customize as needed.
Implementation Pre activity:
I
Install Pre-requisite before vTiger installation as per the guidelines
II
Install and Configure vTiger version on your server
III
Work with You for Post installation support via Voip or chat
IV
Complete the installation and Go-Live
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Hire vTiger Consultant
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CRM
Tiger provide vTiger CRM Consultant having an average of 3 Years of hands on experience in their vTiger CRM Customization areas. We will provide you with a complete set of resume from our team of skilled consultant as and when needed.
Technical Skills :
I
vTiger CRM Customization
II
vTiger CRM Sales,Marketing,Event,workflow customization
III
PHP, MySQL, Smarty Framework
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Training
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Technical Training
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Our Experts will provide in-depth understanding of vTiger® system.Based on our experience and knowledge we categorized Training as below.
a
vTiger® Configuration, User & Access Management
b
Studio
c
Application & Database Architecture
d
Customization & Development
e
Customization & Development
f
API & Integration
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Functional Training
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vTiger® end-user training is designed for CRM users to understand basics of CRM. This program contributes significantly towards implementing CRM within an organization to succeed.
CRM End-User Training Devided in Days.
1
Day 1 – Fundamental & CRM Configuration
2
Day 2 – Administrative management
3
Day 3 – Advance customization & Practice
4
Day 4 – User Training
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Integration
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Openbox Integration
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Openbox Integration
vTiger® CRM is an open source CRM software, used largely by medium and small-sized companies. vTiger CRM used to manage your organization wide CRM, for example sales force automation, marketing automation, procurement & fulfillment effectively.
CRM
Tiger
focused on integration services.
CRM
Tiger
worked on vTiger with OpenBOX integration for US based client.OpenBOX was the cloud service means implemented on “SaaS”. So any business changes to the company it cost a lot. So many company not eyes on Open Source CRM to reduce setup and implementation cost.
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Quickbook Integration
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Quickbook Integration
CRM
Tiger
has the team of expert working on many important integration work for many company. Quickbooks integration is one of them.
A
Send/Receive vTiger® Contacts to QuickBooks
B
Send/Receive vTiger® Accounts to QuickBooks
C
View transactions of QuickBooks Customers in their vTiger® Contact Details
D
Send/Receive vTiger® Invoices to QuickBooks
E
Send/Receive vTiger® Quotes to QuickBooks
F
Send/Receive vTiger® Sales Orders to QuickBooks
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GoogleCalendar Integration
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Google Calender Integration
CRM
Tiger
provide Google calender integrate vTiger® calender with google calender. Now it is easy to sync and manage your events and other calendar data from your VTiger CRM 6.0 interface. There is no user based restriction, so any user can sync their
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VICIDial Integration
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VICIDial Integration
CRM
Tiger
Integrated vTiger® with ViciDial by adding following feature:
A
vTiger® Click To Call Integration
B
vTiger® Call Recording
C
vTiger®-ViciDial Lead Synchronization
D
Call Disposition Synchronization
E
User, Phone extension, Campaign, List Synchronization
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ViciDial Integration with Single Signon
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ViciDial Integration with Single Signon For vTiger®
Advantages of ViciDial Integration with vTiger® CRM :
A
Usability
B
Data Synchronization
C
Call & Logging features
D
Dialing features
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Elastix Integration
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Elastix Integration
Elastix has been widely used as a complete dialer system over the years which is open sourced and act as a perfect call center suite. companies engaged in market research or in event management often make the best use of Elastix role as a Predictive Dialer to propel their business.
vTiger is the CRM Software which used by many call center company with Elastix to manage leads, send email to leads, send quotation, send invoice-marketing and many other purpose.
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FreePBX Integration
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FreePBX Integration
FreePBX is a stand-alone software that acts as telephony system
with rich graphical user interface. It is open source and ubiquitous application which is used by wide array of business units across the world as a corporate calling ecosystem.
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Extensions
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Sales
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Sales Forecasting For vTiger®
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Sales Forecasting For vTiger®
(vT 7.0 Available)
The sales forecasting extension is used company by the forecast the sales and marketing teams.
Profile Scoring For vTiger®
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Profile Scoring For vTiger® (Rating)
(vT 7.0 Available)
When company working with many leads in which some of the leads or prospect doesn’t seem to be weight high it means in order to group leads/prospect based on score to give high importance than profile scoring will be very useful.
Pipeline(Kanban) View For vTiger®
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Pipeline(Kanban) View For vTiger®
(vT 7.0 Available)
Pipeline View is to visualise & approach your workflows easily and helps you to manage. It covers module, e.g Opportunities, Leads, Contacts, Accounts, Tickets, Project, Project Task for which you can configure different set of fields to show on the Pipeline Record. Rather than having to go into the edit view, change level simply by dragging the whole Record to next level which is quicker.
Themes and Language
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RTL Theme For vTiger®
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vTiger® CRM system support RTL themes for language like Hebrew,arabic etc..
Customer from Israel,Saudi arabia,Kuwait needs CRM system must be in RTL so they can easily navigate and use system as their localization.
Features
a
One click install module, from your Module Manager
b
User based layout selection compatible with vtiger roles
c
9 Different color skins like standard vtiger pattern
d
Compatible with custom modules
e
Fully customizable
f
Easy theme uninstall
Language Pack For vTiger®
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CRMTiger offers language pack along with RTL Themes.
Available Language Pack
a
Hebrew 6.x (עִברִית)
b
Hebrew 7.x (עִברִית)
c
Arabic 6.x (عربى)
d
Arabic 7.x (عربى)
Marketing Campaign
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Email Tracking For vTiger®
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CRM
Tiger
implemented vTiger® email tracking feature for all email send out from vTiger® campaign as well as email sent individually from contact or leads.
Features
a
Report on unique Email open count by user.
b
Report on each link click count in email by user.
Multi SMTP For vTiger®
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Setup SMTP for each user in vTiger®. This plugin-in used to setup one SMTP for each user so any email send from the user will send to the customer using SMTP set against the user.
Features
a
This plugin consider email sent from workflow as well as from record to send against user SMTP.
b
There is also an option to disable SMTP against user as well.
Email Campaign For vTiger®
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CRMTiger implemented vTiger® email campaign module for company who wants to send mass email from vTiger® system immediately or schedule it to send on later time. This extension is the replacement of MailChimp or other traditional email marketing software. You can track email send out using email campaign module.Management can view open and click link report easily using the extension
Features
a
Build an email template
b
Created List
c
Attached subscriber to list.
d
Setup interval for each email campaign batch
e
Send an email campaign
f
Schedule an email campaign
g
Analyze email sent ratio (open, click, subscribe, unsubscribe)
h
Report on email campaign
Survey & Custom Form for vTiger®
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Survey & Custom Form for vTiger®
Intuitive Survey & Custom Form module for vTiger. Send Surveys to prospects & customers and collect responses in CRM
Survey & Custom Form for vTiger®
Communication
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WhatsApp Integration for vTiger
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WhatsApp Integration for vTiger®
WhatsApp Integration with vTiger® gives you the flexibility to send WhatsApp messages to your customers.
WhatsApp
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WhatsApp Chrome Addon for vTiger®
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WhatsApp Chrome Addon for vTiger®
WhatsApp Chrome Addon for vTiger® is a connector between vtiger CRM and WhatsApp client software .
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WhatsApp Integration For vTiger®
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WhatsApp Integration for vTiger®
WhatsApp Integration with vTiger® gives you the flexibility to send WhatsApp messages to your customers.
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WhatsApp Business API Integration for vTiger
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WhatsApp Business API Integration for vTiger
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Facebook
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Facebook Messenger Integration for vTiger®
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Facebook Messenger Integration for vTiger®
Facebook Messenger Integration Extensions allow users to use the messaging service of Facebook Page. Customers can send the message to the Facebook Page and it’ll be received in the CRM & vice versa.
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Integration
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WhatsApp Chrome Addon for vTiger
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WhatsApp Chrome Addon for vTiger®
WhatsApp Chrome Addon for vTiger® is a connector between vtiger CRM and WhatsApp client software .
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Google Synchronization
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CRM
Tiger
created one of the most important feature of Google calendar synchronization which everyone uses on regular basis for business. We implemented bi-directional sync feature enables customer to sync all existing events and data between VTiger 6.x and Google calendar.
Features
a
It’s the Real time integration of latest VTiger CRM 6.0 and Google calendar
b
With help of this we can able to invite people from VTiger CRM
c
User can easily create and sync events to Google calendar from VTiger
d
User can create and sync meeting and other features to Google calendar
e
We have option to select event type, priority and status at the time of sync
f
We can sync cron based periodical
g
We can control cron time via VTiger cron feature
h
All users in vtiger can use this feature without restriction
Twilio Integration For vTiger®
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Twillio Integration For vTiger®
CRMTiger implement twilio integration with vTiger® CRM. Twilio is a communications tool- it is used to add capabilities like voice, video, and messaging to different applications. vTiger® Twilio integration opens up a new channel for CRM users to reach out to the customers.
ViciDial Integration For vTiger®
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ViciDial Integration For vTiger®
CRM
Tiger
Integrated vTiger® with ViciDial by adding following feature:
A
vTiger® Click To Call Integration
B
vTiger® Call Recording
C
vTiger®-ViciDial Lead Synchronization
D
Call Disposition Synchronization
E
User, Phone extension, Campaign, List Synchronization
Facebook Messenger Integration for vTiger®
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WhatsApp Integration For vTiger®
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WhatsApp Integration for vTiger®
WhatsApp Integration with vTiger® gives you the flexibility to send WhatsApp messages to your customers.
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vTiger® MailUp Integration
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vTiger® MailUp Integration
MailUp extension is a connector between vtiger CRM and MailUp software and allows you to synchronize data between MailUp and CRM so as to extract maximum benefits from leads or prospects from vTiger to MailUp.
vTiger® Google & Office365 Integration
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vTiger® Google & Office365 Integration
With Outlook/Gmail add ons you can sync Email, contact for selected modules in the vTiger. This integration comes with 2 installation methods.
Office365 with OAuth for Mail Converter
vTiger® Office365 Integration
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vTiger® Office365 Integration
With Outlook/Gmail add ons you can sync Email, contact for selected modules in the vTiger. This integration comes with 2 installation methods.
vTiger® Google Suite Integration
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vTiger® Google Integration
With Outlook/Gmail add ons you can sync Email, contact for selected modules in the vTiger. This integration comes with 2 installation methods.
Mobility
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vCRM
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CRM
Tiger
implement mobile themes for vTiger® CRM for the version Upto 7.0
Features
a
Lead/Account/Contact management
b
View/Update purchase order, sales order and products management
c
Real-time dashboard update on ticket, calendar etc…
d
Compatible with iPhone, android, blackberry, Samsung and other major mobile device
e
Record management (leads, quote, opportunity etc…)
f
Intuitive dashboard UI
g
HTML5 based mobile compatible technology
vTiger® Mobile App
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CRM
Tiger
team created vTiger mobile app so sales rep of the company can access CRM from android mobile device. Mobile app has feature to store data in offline mode as well sync the real-time data.
Download Free from Google play store
CRMTiger Apps
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CRMTiger Apps.
Completely overhauled with more intuitive UI and Faster performance
Features
a
Push Notifications
b
Sales Team Tracking (GPS)
c
CheckIn / Checkout meeting with location
d
Activity Stream updates (History of all updates)
e
Live Tracking of Users
f
Map view of Leads / Contacts
g
Call Logging
Telephony
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Asterisk integration For vTiger®
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vTiger® has very nice telephony integration with various PBX software.
CRM
Tiger
team implement vTiger®-Asterisk connector using Asterisk AMI Call.
Features
a
Click to Call
b
Inbound call popup
c
Call Recording
WebPhone (WebRTC) Integration For vTiger®
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WebPhone (WebRTC) Integration for calling with vTiger® CRM 6.x and 7.x
CRMTiger
believe in making things easy to save time and increase productivity. With Asterisk connector using WebRTC Phone for vTiger® Version 7.x and 6.x you can
start calling your Leads and Contacts from within your CRM.
Gone are the days where you open a lead, see the phone number and dial from your Mobile or landline phones
Features
a
Click to Call
b
Inbound call popup
Security
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vTiger® CRM Record Locking
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vTiger® CRM system has many users setup to do various task. sometime some records has been shared between the user to do concurrent task same time. This will cause the problem of loss of the data change by one user and modified by other user.
Record Locking (Record level security) Feature:
a
Notification to user when same record already been opened by other user
b
Time based locking period (configurable)
c
Fancy alert message to the user with details of the person who working on the record
d
Implementation on all modules of the CRM
IP blocking For vTiger®
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IP blocking For vTiger®
CRMTiger build “IP Blocking” to gain access of CRM through specific IP.
Payment and Billing
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Online Payment & Signature For vTiger®
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Online Payment & Signature
Online Payment and Digital signature important now a days for company to automate signature and payment processing flow. This will help company to manage everything centralized as well as get Quick and Easy updates.
Productivity
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Record Creator For vTiger®
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RecordCreator For vTiger®
RecordCreator help to create record of another module from parent module with carry forward data.
For Example :
If user is on Ticket module and wants to create Invoice from Ticket than this module helps to create record from primary module(Ticket) to Scondary module(Invoice)
Power Layout For vTiger®
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Power Layout For vTiger®
vTiger® Power Layout has been developed to assist management, system admin, users etc. to choose which fields and Blocks should be display on defined condition on fields, also choose visible or invisible fields and Blocks and auto populate fields for particular module depending on condition mentioned in the configuration.
Find And Replace For vTiger®
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FindAndReplace For vTiger®
Find and Replace extension for vTiger®CRM helps user to find specific word and replace it with the word user wants to replace and applied to multiple records in list module listing screen.
Add Relationship For vTiger®
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Add Relationship For vTiger®
Create Relationship between two modules.Vtiger is flexible to create One-to-One, One-to-Many, Many-to-One, and Many-Many relationships between the modules.
Auto Populate for vTiger®
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Auto Populate for vTiger®
Auto Populate for vTiger® is productivity tool. extension use for repetitive data entry when creating related records. Create a contact from within Organization and no need to enter Phone, Email, Address, Website etc.
Module Creator for vTiger
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Module Creator for vTiger®
VTiger Module builder is an extension that allows you to create custom modules within few minutes. All custom modules are created which follow strict VTiger guidelines.
Other
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Multi Tenancy For vTiger®
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CRM
Tiger
implemented vTiger® multitenant application feature so any company implement CRM and sell as subscription based CRM to the end user.
Feature in marketing website:
a
Home page dashboard with package selection option
b
30 days Free trial registration
Feature in CRM:
a
Dynamically creation of the Multitenant model
b
Single application source and multiple database concept development
Feature in Admin panel:
a
Login with admin panel to review total registered users for the day
b
Create new CRM instance from admin (same as from marketing website)
Import User For vTiger®
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vTiger® Import User Feature From Spreadsheet.
“Time Saving” Customization. Creating multiple users in CRM by importing CSV file.
Features
a
All employees (users) accounts are created.
b
All users will receive emails with link to set password.
c
Automatic duplicate record handling (optional).
d
Erroneous entries/data reported automatically, in case input fields are not as per format.
Attach Multiple Files For vTiger®
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New and Very important feature
CRM
Tiger
implement in vTiger® 6.0.
Features
a
In vTiger 6.0 users can attach multiple files to one document.
b
The purpose of this feature is to save time and hassle uploading Documents to vTiger®CRM.
c
This feature will allow you to attach Multiple Files to one document record in vTiger® CRM.
d
Ultimately it will helpful if you are scanning a lot of documents and you can able to attach them all to one single record rather than creating a separate document record in vTiger® CRM.
Chat User For vTiger®
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Chat Plugin For vTiger®
Features
a
Offer private and public chat
b
Group chat between user
c
Select multiple emotions from emotics library
d
Offline and online chat
e
Option to send/received HTML message
User Custom Filter & ExportPDF
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User Custom Filter & Export in PDF For vTiger®
Features
a
Create custom filter in user module
b
All default custom filter features including search,public filter etc..
c
Search on alphabetic(A-Z)
d
Export PDF
Label Manager For vTiger®
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Lable Manager For vTiger®
(vT 7.0 Available)
Features
a
Update label on the fly
b
Easy language selection and label
c
Auto update default label on addtion of new language
d
Get rid from update label from file system
Two Dimensional Widget
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Two Dimensional Widget For vTiger®
(vT 7.0 Available)
Two Dimensional widget
extension – displays statistical data based on a specified custom filter, in a configurable table format.
Import in Secondary Module Relationship
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Import in Secondary Module Relationship For vTiger®
vTiger® CRM extensions to import data in child(secondary) module with the relationship to the primary module.
User can select any of the field to map with related field of primary module.
Search on Related module list For vTiger®
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Search on Related module list For vTiger®
Related module level search in vTiger® useful for user to quickly find records based on selected field, similar to search on regular listing view of the module.
vTiger Global Search
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vTiger Global Search on any field
Global Search is one of the important extension for vTiger users to search on any selected fields in Fast and Easy way. This will increase efficiency of Sales & Marketing team to find record easily.
Multiple User Assignment for vTiger CRM
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Multiple User Assignment for vTiger CRM
With multiple user assignment extensions you can automatically assign records to the multiple users which will form a group.
Case Studies
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CRM For Call Center
CRM For Air Transport
CRM For The Telecom Industry
Manufacturing Company
Healthcare software provider
Automated Wine Machine
CRM For Education Industry
CRM For Trading Company
CRM for Corporate Health Trainer
CRM for Fork-Lift Supplier
Fire Safety Inspection company
CRM for Locksmith
Industry
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Real Estate Software (CRM + WebPortal)
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Real Estate Software
Software is built upon our years of experience and earned expertise in CRM and Product Designing. Along with development for Real Estate clients we gained domain knowledge of Realty and the result was a powerful software for Realtors.
A
It’s cloud based
B
Works on any browser and on any device including Mobile
C
It’s customizable
D
HIghly Automated
E
Pre-Integrated with Customer Portal
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CRM for Legal(Law)
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CRM for Legal(Law) Industry
A
Manage each Court Case association with Clients.
B
Separate customer portal for client to Login and check case document and status of their case online
C
Customer can see Judgment of each case through email or SMS notification.
D
Customer portal for customer to see case status, case judgement notes, Case document etc..
E
Appointment scheduling and integration with Google contact and calendar
F
Email campaign & Email tracking management
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Callcenter
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Call Center
Call Center
CRM
Tiger
's call center services to provide standardized,streamlined,uniform services for consumers making it an effective approach for interacting with their customers.We will provide services of low cost,experience improvement in productivity and quality.
Call handling services that includes customer support,operator services,multilingual customer support, directory assistance,credit services,inbound and outbound telemarketing,card services, interactive voice response,and web-based services.
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Health Care
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Health Care
CRM
Tiger
Healthcare organizations across all segments can do better management using our products, Streamline patient record access and reduce processing errors Enable throughout the life cycle of the patient record Reduce operational costs by alleviating patient dependence on administrative resources Increase responsiveness to patients through online education and counseling.
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A
Challenges
B
Solution
C
Patient Online Services
D
Streamline simple tasks
E
Minimize patient wait times
F
Providing Special Service to patience
Travel CRM
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Travel Tourism
Many companies, big and small, compete against each other and at the same time collaborate in a restricted space. Requiring immediate and proactive adaptability in operations ,Travel & Tourism industry is constantly changing its business environment.
A
Need of latest technologies
B
Regulatory compliance
C
Gradually changing customer needs
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Education CRM
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Education E-Learning
CRM
Tiger
has extensive E-Learning experience in terms of developing solutions that seamlessly bring together a variety of technologies and services for the user.E-Learning include services:
A
Localization
B
Custom Courseware
C
Simulation & Gaming
D
Webcasting System
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Manufacturing Engineering
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Manufacturing Engineering
We understand today’s challenging global Manufacturing & Engineering marketplace in which you compete. Our broad spectrum of reliably high performing customized solutions,consists of following:
A
Warehouse Management
B
Shipping, Mailing, and Logistics Software
C
Product Lifecycle Management Solution
D
Supplier Relationship & Supply Chain Management
E
RFID-based Solutions
F
Customer Relationship Management (CRM)
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SPA Wellness CRM
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SPA & Wellness CRM
CRMTiger offers CRM integrated with Web Portal (Spa-Website) and POS system that’s scalable to extend with Mobile App for consumers
We gained Spa-Salon-Wellness business insights while working for many of them from different locations across the world. Our SPA CRM solution is extract of our years of experience working on this domain.
SPA CRM is offered as a total package with flexibility to match your custom demands.
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Physician CRM
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Physician CRM
CRMTiger launches CRM for Physician or Clinics to help them manage clinical operations, medications and relationship with patients.
If you are an independent doctor running your own practice at small or large scale, this is both perfect and economic solution.
With this Medical field’s CRM system in place, you carry entire back-office/clinic and data wherever you are in the world.
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