vtiger CRM Enterprise CRM for Small Business Budgets Version 5.1
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vtiger CRM brings together Sales force Automation, Customer Support & Services, Marketing Automation, and Inventory Management. it provides Strong Security Management, Calendering, Documents, and Email integration.
“vtigerCRM: Webbased Enterprise Class CRM/Groupware without the high investment or ongoing high license costs. All you need is an Internet browser to get started.”
Customer knowledge OR knowledge about your customer ? Either way, it gives you your competitive advantage. All your customer data should be only a click of a button away, irrespective of location, (office, local branch, home) or even on the road form your mobile, as well as your customers themselves via Customer Portal. CRM is your crossdepartmental company strategy, that allows you to systematically build on your existing, and new, customer relationships. vtiger CRM provides a CRM solution for small and medium sized businesses, with a rich set of features and functions, on a customizable and secure platform, for all your daily business needs. vtiger supports your company’s internal processes and employees in Sales, Marketing, Customer Service and backoffice personnel, in better organizing your customer data such as Accounts and Contacts, Sales Leads, Potentials and Pipelines, Quotes, Sales Orders as well as Trouble Tickets and Products knowledge base, and more. All companies, independent of size or industry, have unique needs and requirements. vtiger CRM provides you a Linux or Windows based solution infrastructure, with a multilingual, userfriendly interface, with full integration possibilities for complex business processes.
Key Benefits • • • • •
Mobile Extension
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Easy to use, webbased platform Full CRM and Groupware functionality Industry standard Linux / Windows platforms Integrated addons for Microsoft® Outlook and Office, Mozilla® Firefox and Thunderbird. Customizable and expandable
Intensive flexibility and very easy to use.
The Open Source Advantage “More and more companies worldwide use Open Source software. Open Source code is more reliable than most proprietary softwares, with a much lower TCO!” . With vtiger CRM, we have the mission to provide our customers an affordable, yet professional CRM and Groupware business platform.
“vtigerCRM enhance your overall business visibility and productivity.”
Customer Portal
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vtiger offers bestofbreed Open Source solutions that are integrated, validated, and certified by industry professionals. This has already been shown by the wide spectrum of companies’, commitment to Open Source solutions. Clients across diverse industries like NYSE Euronext, German Postbank, Aegon, Daimler Chrysler, IKEA, SIXT, SONY, Boeing and many other small and medium sized companies, associations and governments World Wide.
Customer can track there current & historical Invoice, Quotes, Services, Documents etc., as well as add/edit active Trouble Tickets.
Key Modules Sales Force Automation
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Help Desk
Inventory Management
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Manage trouble tickets endtoend Notify status of the trouble tickets to the customers Track complete history of the trouble tickets Create frequently asked questions Integrated Customer Self Service Portal with Help Desk Statistics of the trouble tickets for a better ticket management
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Manage organizationwide product life cycle endtoend Create different price books for products based on customer segments Procure products from the selected list of vendors Complete the sales management cycle with an integrated Quotations, Order processing, and Invoicing system
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Email Integration
Reports & Dashboards
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Fetch inbound Emails and associate to the existing contacts Manage mailing lists and execute HTML based mass Email campaigns Send mass Emails to the contacts and other users
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Fully customizable reports for all the modules Sales pipeline analysis by sales stage Monthly Sales pipeline analysis Sales opportunities by lead source Drilldown the dashboards by time and opportunity stage
• Security Management • • •
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Manage leads, accounts, contacts, and opportunities Import data from external sources, such as Web downloads, trade shows, seminars, and direct mail Export data to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the sales pipeline and quickly identify the bottlenecks if any Associate customer records with other records in the system for a better 360 degrees view of the customer record Attach customerspecific documents to the customer details for a quick reference in future
Manage user profiles and fieldlevel access to the users Create team roles as per your organization structure Control the access to modules according to the user's roles Archive the login history of each user for better auditing
Product Customization
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• vtiger Outlook Plugin • • • •
vtiger Office Plugin
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vtiger Thunderbird Extension
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Add custom fields in all the modules, such as text, number, currency, pick lists, and others as per your business requirements Customize tabs using drag & drop so that modules that are not relevant to sales process can be hidden Change the look and feel of the user interface Add outbound and forward inbound Outlook Emails to vtiger CRM Synchronize contacts between Microsoft® Outlook® and vtiger CRM Resolve conflicts while synchronizing contacts between Microsoft® Outlook® and vtiger CRM Synchronize tasks and calendar between Microsoft® Outlook® and vtiger CRM Filter Emails in Microsoft® Outlook® and add only necessary Emails to vtiger CRM Create mail merge templates based on customer database fields in vtiger CRM from Microsoft® Office & OpenOffice® Create onthefly mail merge documents for leads, accounts, and contacts from vtiger CRM Add outbound and forward inbound Email messages to vtiger CRM Import contacts from vtiger CRM to Thunderbird/ Mozilla Email client Export addresses from Thunderbird/Mozilla Email client to vtiger CRM