vtiger CRM – full-featured, 100% Open Source CRM software
vtiger CRM is an easy-to-use, free, fully-featured, 100% open source CRM and ERP solution specially designed for small and medium-sized businesses, with low-cost product support available to production users who need reliable support.
It provides many extensibility and customization features to enable your CRM solution to meet the needs of your business. In cases where you need new functionality to be added, the vtiger team provides customization services to meet the need.
The installation procedure of vtiger CRM is simple and straightforward as all the necessary software is integrated, and a single executable file is made available both for Windows and Linux (RedHat, Debian, SuSe, Fedora, and Mandrake) operating systems.
In addition, the installer automatically handles the setup of the database, Web server, and other software you require for vtiger CRM.
vtiger CRM also provides enterprise-grade business productivity enhancement add-ons, Customer Portal, Outlook Plug-in for Microsoft Outlook users, Office Plug-in for Microsoft Word users, and Thunderbird Extension for Thunderbird mail users. These add-ons are part of the 100% open source vtiger CRM project.
Features of vtiger CRM
- Sales Force Automation: Sales force automation (SFA) is one of the important CRM functions that streamlines and enhances the operations of your sales team. It included the various key activities needed by your sales team, including Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, and others.
- Customer support and services: it provides world-class customer support and services, such as Ticket Management, Knowledge Management, Customer Self Service Portal, Reports, and Support Statistics specifically useful for your organization’s customer support force.
- Marketing Automation: vtiger CRM provides Campaign Management, E-mail Marketing, Online Lead Forms, and Product Management specifically useful for your organization-wide marketing requirements. You can also use other marketing-related modules, such as Calendaring, Contact Management, File Attachments, etc.
- Inventory management: vtiger CRM come with inventory management functions, such as Products, Price Books, Vendors, Sales Quotes, Purchase Orders, Sales Orders, and Invoices with CRM modules, such as Leads, Accounts & Contacts, and Opportunities.
- Activity Management: Activity management functions allow you to Add all important customer-related e-mails to vtiger CRM for quick reference in the future, Store all the details of customer meetings and calls in an intuitive calendar and Manage daily tasks of the vtiger CRM users to have a streamlined sales process.
- Reports and dashboards: It helps you to Pre-build reports for sales force automation, Sales pipeline analysis by stage, Monthly Sales pipeline analysis, Sales opportunities by lead source, and Drill-down the dashboards by time and opportunity stage, etc.
- Product Customization and Security management.