Vtiger CRM Setup and Customisation Services
Set Up and Customize Your Vtiger CRM to Suit Your Business Requirements
Vtiger CRM Setup and Customisation
Our comprehensive open-source CRM services are geared towards helping you identify and define your specific requirements, ensuring you choose the most suitable open-source CRM solution. In the area of Vtiger CRM setup and customization, we offer unmatched flexibility. You can define and integrate new modules tailored to your business needs, with the option to disable any unnecessary modules without affecting the core functionality. Additionally, we’ve introduced our custom module, DZiner, to streamline CRM system modifications.
As your dedicated Vtiger service provider, we excel in developing and customizing modules within our CRM. These modules are meticulously designed to seamlessly align with your unique business requirements, making our CRM solutions highly adaptable to various business needs.Furthermore, we offer professional services that encompass customizations, tailored solutions to address your challenges, bug fixes, integration of new capabilities, automation of repetitive tasks, alerting users for critical events, and the creation of reports and dashboards for monitoring KPIs. Our goal is to simplify your CRM experience, increase efficiency, boost ROI, and empower your business growth.
Our Development and Customisation Services Includes
Design and Develop Custom Modules
By understanding your business domain, we can design and develop custom modules, fields, layouts, and establish tailored relationships that precisely match your business requirements, all while ensuring complete upgrade safety. Vtiger CRM Administrators can easily manage all these custom modules, customizing new ones in the same manner as standard modules.
Developing Code Customisations
Our code customizations are developed based on your business requirements, with a focus on improving error handling, eliminating redundancy, reducing manual errors, and enhancing the user experience. Our dedicated team believes in thoughtful development, ensuring that the CRM precisely meets your needs, going beyond the default stock instance to deliver a smoother and more efficient system for your business.
Designing Business Workflows
We can assist you in designing business workflows that automate routine and monotonous tasks for both sales and support teams. This automation includes various capabilities such as lead allocation alerts to users, automatic lead assignment based on specific criteria, policy expiry reminders, and more. These enhancements enable your teams to focus more on revenue generation and less on unnecessary manual work, ultimately leading to increased productivity and profitability.
Third Party App Integrations
Our skilled developer team can seamlessly connect Vtiger CRM with a variety of third-party applications. This integration simplifies the exchange of data, allowing you to effortlessly pull and push information to and from Vtiger CRM through RESTful web services. This ensures your systems work together harmoniously, streamlining processes and improving efficiency.
Custom Email and PDF Templates
We specialize in designing custom Email and PDF templates that enhance your brand's messaging. With experience in diverse industries like Insurance, Overseas Education, Healthcare, etc our templates are designed to fit your specific business needs. Whether you require branded emails, personalized messaging, or industry-specific formats, we have you covered.
Customized Reports and Dashboards
We specialize in creating custom dashboards and reports for your sales and support teams, enabling efficient measurement of their performance. These dashboards assist teams in prioritizing tasks and focusing on the most critical ones, ensuring they utilize their time effectively and make data-driven decisions.