What is Vtiger? #
Vtiger is a cloud-based CRM (Customer Relationship Management). This customer relationship management software is best for small businesses and medium businesses. That enables over 300,000 businesses to deliver outstanding customer experiences by breaking barriers between their marketing sales and support teams.
It helps to business growth, sales, improve ROI, and deliver great customer services. It providing quality tools and functionality across sales, help desk, and marketing teams. Sales teams to score, track, and close resulting deals. The help desk is accessed complete customer history and provide exceptional support. Marketing teams to capture and nurture leads.
System Requirements: #
- PHP 5.6 (Vtiger 6.x) PHP 7.0/ 7.1/ 7.2 (Vtiger 7.x)
- Max_execution_time 30000
- Max_input_time = 120
- Max_input_vers 6000
- Post_max_size = 128m
- Memory_limit = 512m and higher
Top Benefits: #
- Higher Security
- Modular Architecture
- Flexible
- Open-source Architecture
Top Features of Vtiger: #
1. Account Management – This software tracks all the accounts and related opportunities, contacts, and other details from its core. It tracks accounts from external sources, like GoldMine, Act, and other applications.
2. Lead Management – It can ables to manage leads, from through converting them into better opportunities. It imports leads from external sources like Seminars, Web download, and direct mail. According to the sales process, it changes lead status, and users can convert their leads into sales opportunities, accounts, and contacts.
3. Contact Management – Using commonplace CRM tracks all contact and related activities, opportunities, and other details. It imports and exports contacts from external sources, and spreadsheet software also.
4. Opportunity Management – The accounts contacts, activities, and other modules help Vtiger CRM to tracks all sales opportunities and other associated opportunities. Using spreadsheet software it exports opportunities like open office, Microsoft excel, and others.
5. Security Management – The security defines to come roles to organization structure and controls to modules as per employee’s role. Better auditing is archived user’s login history.
Easy installation using Softaculous. #
- Go to cPanel
- Under the software, section click on the “Softaculous App Installer” button
3. On this window, you see a sidebar on the left side select “ERP” then scroll down to the “Vtiger” click there
4. After clicking open new interface here click on the “Install Now” button
5. On the new window, you fill in the information
6. First, choose the version you want to install
7. Second, Choose the installation URL
8. Then specify the CRON timings
9. Then Create your administrator user name, password, then enter the first name, and last name.
10. Write user Email in the Email box.
11. Then select language
12. Click on the install button at the bottom of the page
13. You will get confirmation of successful installation on the interface.
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