vTiger CRM is a free, full-featured, 100% Open Source CRM software ideal for small and medium businesses, with low-cost product support available to production users that need reliable support.
vtiger CRM is a widely used product with thousands of users in dozens of countries. It has a vibrant community of users driving the product forward, and contributing to it’s development. Over a million copies of vtiger CRM have been downloaded by our users.
Latest stable version
Its most recent version 5.1.0 (current as per July 22, 2009
What is customer relationship management (CRM) -
Customer Relationship Management (CRM) is specific software that allows a company to measure and control contacts with customers. CRM can be used for controlling contacts with a customer either by phone, fax, mail and e-mail. The data collected can be used for research and analysis of the customer relationship.
The Customer Relationship Management is the procedure that is crucial for every business. As the customer is the most important part of the business, the CRM is the procedure that analyzes the contact with the customers in a call center for example.
There are four important characteristics that CRM system may offer you:
- Tracking and reporting every interaction with a customer.
- Measuring the performance of the business on the basis of internal benchmarks
- Collecting data about the service requests, order entry, satisfaction and billing.
- Facilitating the working processes by emphasizing on the positive and exclude the negative practices in your customer relations center.
vtiger offers all the usual CRM functions:
- Sales force automation
- Marketing automation (lead generation, campaign support, knowledge bases)
- Customer support & service functions, including a customer self-service porta
- Analysis and reporting
Key Benefits:
- Very easy to use
- Free Microsoft Outlook plug-in
- Rich user-experience with product customization
- Hassle free product installation
- Software is free and there is no up-front investment
- Excellent customer support backed by committed vtiger team
User interaction features include:
- Integration with corporate E-mail systems
- Tag cloud functionality
- PDF document generation via the librar
- Support of the asterix pbx phone system
- RSS feed subscription
In addition, vtiger features multiple database support, security management, and various web forms. The project is available in over 15 different languages.
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. All these add-ons are part of the 100% open source vtiger CRM project available in SourceForge.net
Advantages:
- extremely easy to use
- vTiger’s user interface is more intuitive and easier to use.
- The vTiger CRM software provides Open Source add-ons for Microsoft Outlook, Mozilla/Thunderbird, Microsoft Word, and Customer Portal.
- vTiger CRM loads faster.
- The necessary software, such as Apache, MySQL, and PHP are integrated, and executables are made available both for Windows and Linux operating systems.
- The Software is absolutely FREE and does not require any up-front investment
Key Modules
Lead Management:
- Manage leads from creating through converting them into opportunities
- Import leads from external sources,
- Change lead status as per sales process
Opportunity Management:
- Track all sales opportunities
- Associate opportunities with accounts, contacts, activities, and other modules
Account Management:
- Track all accounts and related contacts, opportunities, cases, and other details from a common store
- Attach customer-specific documents to accounts for quick reference in future
- Import accounts from external sources, such as ACT, GoldMine etc.
- Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns
Contact Management:
- Track all contacts and related opportunities,
- Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®,
- Create the hierarchy of contacts within a company increase coordination
Microsoft Outlook Plug-in
- Add outbound and forward inbound Outlook e-mails to vtiger CRM
- Synchronize tasks and calendar between Microsoft® Outlook® and vtiger CRM
- Synchronize contacts between Microsoft® Outlook® and vtiger CRM
- Filter e-mails in Microsoft® Outlook® and add only necessary e-mails to vtiger CRM
Activity Management
- Add all important customer-related e-mails in vtiger CRM for quick reference in future
- Manage daily tasks to the vtiger CRM users
- Store all the details of customer meetings and calls
Dashboards
- Sales pipeline analysis by stage
- Drill-down the dashboards by time and opportunity stage
- Sales opportunities by lead source
Product Customization
- Create custom fields/pick lists as per your requirements
- Customize tabs using drag & drop
- Change the look and feel of the user interface
Security Management
- Define team roles
- Archive the login history of each user for better auditing
- Control the access to modules according to the user’s role
CONCLUSION:
vTiger CRM 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.
