Skip to content
Autana Business Partners

vTiger CRM, an open source tool

Published on 1 min read

Conceptual illustration of vTiger CRM with open source focus

vTiger is an "Open Source" CRM tool, with a set of features that includes the automation of marketing communications, sales force, inventory management, support and customer service.

Functional diagram of key modules in vTiger CRM

The installation is very simple and is supported by Linux and Windows operating systems and the user interface is intuitive and easy to use, which guarantees a quick learning and adaptation to the organization. It also has the possibility to integrate with applications such as MS Outlook and Mozilla / Thunderbird, MS Word, Asterisk (which provides telephone exchange functionality) among others.

The low investment required to launch a project of this type and the ease of installation is a value to consider, of course as long as we stay within the standard functionality offered by the tool, from there you can complicate everything you want.

In general, entities (blocks) can be edited, custom fields added, blocks moved, drop-down lists created, etc. It has some additional components such as data validation, permissions on data for groups and users, hierarchy, even a simple business process module.

The flow of order creation is quite accomplished. You can create an order in different ways with a few clicks until you reach the billing of the same, however the detail of the item (products of the order) of the order is quite basic, and the standard does not allow you to add new fields. Data such as dates, comments, ect. (item-level) is a functionality typically demanded in CRM implementations.

Simplified order creation flow in vTiger CRM

Updated on

Tags

← Back to the blog

  • Data Management

    Optimization of energy consumption

    Discover how the optimization of energy consumption reduces costs and environmental impact. Learn to analyze data, simulate scenarios, and implement energy-saving strategies.

    Read article

  • Analytics

    Talent retention in the digital age: how analytics can help

    Learn how talent retention in the digital age benefits from analytics. Discover how data helps reduce turnover and retain your top employees.

    Read article

  • Success Stories

    Proyect Sourcing Optimization

    In the digital age, Project Sourcing Optimization has become essential for companies aiming to enhance their purchasing processes. By integrating data-driven decision-making and…

    Read article

vTiger CRM, an open source tool - Autana Business Partners