Vtiger is a powerful open-source software used in many small to medium businesses to automate their business operations and manage customer relations efficiently. Although Vtiger has many advanced features in its default settings. But still, it may not be suitable for all businesses right then and there. Vtiger allows you to customize it according to your requirements and needs.
In this blog we will see how customized Vtiger software brings more productivity to your business, making it easier and convenient to use, opening new doors of success and prosperity, its importance for organizations , types and much more.
The customization feature of Vtiger CRM
As every business even from the same sector is unique, their strategies and customer relations are also matchless. To enjoy the perks of any software it is extremely important to change the way your business works. Add additional features to it, increase its functionalities, and much more. Vtiger is a leading Customer Relationship Management software, that enables businesses to customize Vtiger.
Being a highly customizable CRM solution Vtiger has proved to be extremely beneficial for businesses in managing their sales, marketing, and customer relation. Businesses can handle their clients, manage data, schedule meetings and run successful email campaigns through Vtiger.
Some commonly used Vtiger Customization
Vtiger customizations are worth the hype. Vtiger customizations include,
- Custom module building
- Creating workflows
- Individual Account settings
- Adding companies logo and details.
- Vtiger Custom Module
- Vtiger Custom Reports
- Custom login page
- Vtiger Custom invoices
- And much more.
Vtiger customization is useful in keeping track of records, maintaining data accuracy, evaluating sales pipeline, creating tickets or opportunities in Vtiger
Types of Vtiger customizations
Three types of Vtiger customizations are commonly used by businesses to enhance the basic working capability and layout of Vtiger:
- Individual settings.
- Company settings.
- Module settings.
- Individual settings:
Users can set some settings on their personal Vtiger accounts. Add details on Vtiger, Enable dark mode, set calendar, etc.
- Company settings:
Companies can add their logo on Vtiger. Add their details in email templates and PDFs, SLA policies, add different team members, set their roles share, and much more.
- Module settings:
Vtiger allows you to configure the module settings within Vtiger such as custom module creation, hiding or unhiding modules, and editing the labels.
Other useful Vtiger services for your business
Vtiger allows you to integrate various useful software to enhance its productivity, allowing you to perform different business-related tasks on a single software to optimize speed and enhance workflow. Through workflow creation, businesses can automate basic processes resulting in the speed optimization of tasks.
Vtiger extensions are another powerful feature of Vtiger. Through extensions, you can customize Vtiger’s default layout, create complex reports, run email campaigns, etc. Customizing Vtiger to make it your software is the best practice adopted by many businesses to achieve more sales and generate more revenue. In this way, you can manage your team effectively. Each module within Vtiger CRM can be customized to enhance the basic functionality of Vtiger.
Choosing Vtiger for your Vtiger customizations
Vtiger customization is a smart way to streamline processes. But is it that easy? Can anyone with zero knowledge about Vtiger customize it to boost sales and generate revenue? No, it requires proper training and expert developing skills to tailor Vtiger to make the most out of it and Vtiger developers have all the tools and abilities you need to customize Vtiger seamlessly.
VtigerDEV is an authentic Vtiger service provider, our customization plan includes a detailed analysis of your business and customizing Vtiger according to your need. Our expert developers at VTDEV, go through your company’s productivity and strategies and suggest the best CRM customizations for your business. Keeping close contact with our valuable customers, we ensure in providing a reliable and suitable Vtiger customization plan for your business. Our Vtiger services from integration to extensions and customizations enable you to upgrade your relations with customers and manage your team effectively.
