The document provides an overview of vtiger CRM, an open-source customer relationship management system beneficial for small to medium-sized businesses, detailing its functionalities such as workflow management, all-in-one CRM capabilities, and sector-specific applications like real estate and automotive. It emphasizes the customization available to meet diverse business needs and highlights features like sales force automation, lead management, and client relationship handling. Additionally, it outlines the company's commitment to personalized CRM development and support services.

1. VTIGER
Index
1. Introduction
1.1. What is vtiger CRM?
1.2. What Does a vitger CRM Do?
1.3. What is help you vitger CRM?
2. Workflow Management
2.1. What is Workflow Management CRM?
2.2. What Does a Workflow Management CRM Do?
2.3. What Does a Workflow Management CRM Do?
3. ALL IN ONE CRM
3.1. What is All In One CRM?
3.2. What Does a REAL ESTATE CRM do help?
4. DMS CRM
4.1. What is DMS CRM?
4.2. What Does a DMS CRM Do?
5. REAL ESTATE CRM
5.1. What is Real Estate CRM?
5.2. What Does a REAL ESTATE CRM Do Help?
6. SALESFORCE AUTOMATION(SFA) CRM
6.1. What is SFA CRM?
6.2. What Does a Sales Force Automation CRM Do?
7. TRADERS CRM
7.1. What Is a Traders CRM?
7.2. what is a condition of traders crm?
8. GET IT TOUCH AT

2. 1.Introduction
1.1WhatIsVtigerCrm?
Vtiger CRM is an open-source CRM application that is best for small-medium businesses. Our
Vtiger CRM development experts are fully trained in CRM solutions as well as in understanding
how business models work. Our commitment is to meet the needs of your business.
1.2.What Does a vitger CRM Do?
At the point when you come to us, you don’t need to stress over whether your custom Vtiger
execution will address your issues. We are here to ensure it does. We are the best Vtiger CRM
development company in India. Unlike other companies, we don’t just try to offer the same
solutions to everyone. We give you the CRM custom development that truly meets your
requirements.
1.3.What is help you Vitger CRM?
There are many aspects to Vtiger CRM development. We are a Vtiger CRM development
company that accepts that there is practically no restriction to what this product can do. Whether
you are searching for new data collection modules, advanced reporting, or something totally
different, we can get it going. Regardless of what Vtiger customization you are attempting to do,
we have the tools and expertise to give your software to work the manner in which you really
want it to.
2. Workflow Management
2.1. What is Workflow Management CRM?
View all your information at one place, including your customer activity, contacts, pending
deals, ongoing projects, and more. A complete view of your account that makes collaboration
easy.
2.2. What Does a Workflow Management CRM Do?

3. Workflow Management CRM generates sales orders and shows payment details within the
account. In-built inventory management features allow to generate invoices, directly
communicate with, and eventually keeps tracks on all the transactions in one place
2.3. What Does a Workflow Management CRM Do?
Our Workflow Management CRM offers a range of tools to manage your customer’s account
information within the CRM.
 Lead management is the act of collecting and tracking information about leads from multiple
sources such as websites, social media channels, direct phone calls, and other lead suppliers.
Following the collection of leads, the lead should be allocated to the appropriate agent based
on the circumstances. CRM allows you to organise your lead information, get a summary of
your leads in one place, nurture them with email campaigns, and convert them into business
opportunities faster.
 Some projects in accounting work will repeat every month, quarter, 6 months , yearly. For
repeating jobs every time creating a job is a tedious task. To solve This account CRM has
project auto creation based on repetition type. If you are creating a job by selecting month
month as repete, the workflow will create the same job based on repeat type. if you have
selected monthly as repeat it will create a job automatically every month.
3. ALL IN ONE CRM

4. 3.1. what is a All In One crm?
Integrate and setup your business with our customized All-in-One CRM and attract
more leads to win more business.
 Sales Management
 Support
 Projects
3.2. What Does a REAL ESTATE CRM do help?
Easy and fast sale conversions are possible with our All-in-One CRM. Find out more about
our all-in-one solution.
 Whenever anyone is interacting with the company and his contact details are saved into the
CRM. Visitors who are visiting websites – webforms are converted as a lead with his
contact details, over a chat the details are captured into the contacts, even the potential
customers whom your team meets during an event, those contact details can be imported
into the CRM with easy steps.
4. DMS CRM
4.1. what is a dms crm?
It is a sales management system specifically designed for the automotive industry which
basically tracks customer service, sales, and marketing platform designed for the unique
buying customers experiences.Dealer management software manages CRM all the

5. inventory and deals with in the system with customer database. It is a sales management
system specifically designed for the automotive industry which basically tracks customer
service, sales, and marketing platform designed for the unique buying customer
experiences.
4.2. What Does a DMS CRM Do?
The Dealer management software manages CRM all the inventory and deals with in the
system with customer database.
 It refers to an incoming sales enquiry that can be keep tracked and analysed in the
CRM. Whenever a lead received, it is updated in the CRM. It is a like a prospect
which tends to convert into a new customer.
5. REAL ESTATE CRM
5.1. what is a real estate crm?
Run Marketing Campaigns, View Property Status, Track Leads through Online
Channels, Plan Site Visits for Prospects, Manage Documents & Agreements,
Define Commission Structure

6. 5.2. What Does a REAL ESTATE CRM Do Help?
Real estate CRM is a system that helps to manage buyers, sellers, agents, brokers,
developers, and financial institutions and provides the multiple requirements of real estate
agents and real estate companies.
 CRM enables you to more efficiently handle contacts with investors and other
stakeholders. The IMS Platform contains a CRM developed particularly for
commercial real estate businesses, which gives you access to all investor data in
one place.
6. sales force automation
6.1. What is a sales force automation crm
Sales force automation (SFA) is a sort of CRM (customer relationship management)
software that helps B2B firms manage the data and duties associated in lead generation,
opportunity monitoring, sales activity, and so on.It’s basically a software that boost up
the business processes and goal achievement. It also allows to keep tracks of every step
of a sale process so that we can make the right decisions every time.

7. 6.2. What Does a Sales Force Automation CRM Do?
Automate your businesses with our Sales Force Automation CRM and manage your daily
activities, leads & customers information and other sales activities.
 Organize your tasks lists and reminders and keep track of your progress.Get a
clear overview of all the tasks on dashboard and never lose track of an important
task.
7. traders crm
7.1. What is a traders crm?
Maximize your productivity with BizStore. Manage leads, record customer’s data,
and evaluate your business performance timely.
 Dashboard
 Actions
 Marketing & Sales
7.2. What is a condition of traders crm?
 Search enables the users to search any keyword or string of words within CRM related to
anything which are available in the system as per their requirement. Users have the ability

8. to search through the stored data. They can filter the data according to their preferences by
choosing different conditions.
 There are two types of conditions that can be applied to the Search Filter
1. Where all conditions must be met
2. Where At least one condition must be met
8. GET IT TOUCH AT
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