Vtiger CRM is useful to whom and what is it created for?

Giteqa

Previously, we have already looked at various CRM systems and how they help users in their work. Today we will look at another CRM system that you can install on your server for more convenience in work. This CRM system is free and offers various functions for customer relationships. About everything just below.

What is Vtirger?

Vtiger CRM is an open source customer relationship management (CRM) software that offers a comprehensive set of functions that allows you to manage all aspects of customer service, from sales and marketing to service and support.

Who needs Vtiger CRM?

Vtiger CRM is suitable for companies of any size, from small businesses to large corporations that want to manage their sales, marketing and customer service. It can be used in various industries, including technology, manufacturing, healthcare, education, finance, etc. Vtiger CRM is an ideal solution for companies that want to improve their business processes and increase the efficiency of their operations.

What advantages does Vtiger CRM have?

  • Full set of CRM functions
    Vtiger CRM offers a complete set of functions necessary for customer relationship management, including sales management, marketing, customer service and support, analytics and reporting.
  • Customizable and flexible
    Vtiger CRM offers extensive customization options, which allows the user to adapt the system to their needs and business specifics.
  • Integration
    Vtiger CRM can be easily integrated with other applications and services, such as Gmail, Google Calendar, Microsoft Outlook, Microsoft Excel and many others.
  • Mobility
    Vtiger CRM has mobile apps for iOS and Android that allow users to manage business processes from any device.
  • Free and open source
    Vtiger CRM is free and open source, allowing users to customize the system and add new features at their discretion.

Why is Vtiger CRM used?

Vtiger CRM is used to manage all aspects of the company's relationship with customers, including sales, marketing, service and support. It allows you to manage contacts, leads, deals, orders, projects, tasks, newsletters, etc. It also provides centralized storage of all customer data, which allows you to quickly get the necessary information and reduce the response time to customer requests.

How to install?

Installing Vtiger CRM may seem like a daunting task, but it's actually quite simple. We will tell you how to install Vtiger CRM on your server.

Step 1: Download and unpack Vtiger CRM

The first step in installing Vtiger CRM is downloading and unpacking files to your server. You can download the latest version of Vtiger CRM from the official website of the developer. After you have downloaded the file, unzip it to a folder on your server.

Step 2: Create a database

Before installing Vtiger CRM, you need to create a MySQL database on your server. This can be done using the control panel of your hosting or using the command line. You must create a database, a user, and assign the user all the necessary access rights.

Step 3: Configure the configuration file

The next step is to configure the Vtiger CRM configuration file. You have to rename the file config.inc.template.php in config.inc.php and edit it to specify the data to connect to your MySQL database. You can also configure other settings such as language, mail server, etc.

Step 4: Run the installation

After you have downloaded and unpacked Vtiger CRM, created a database and configured the configuration file, you can start the installation by opening Vtiger CRM in a web browser. Follow the on-screen instructions, enter data and settings related to your business, as well as data for accessing the database.

Step 5: Complete the installation

After the installation is complete, you will need to configure access rights for Vtiger CRM folders and files on your server. You can also configure additional parameters and integrations to maximize the functionality of Vtiger CRM.

Conclusion

Vtiger CRM is a modern customer relationship management solution that allows you to effectively manage sales, marketing and customer service. This platform provides integration of various functions, such as sales management, marketing campaigns, customer service and inventory management, into a single system.