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In Hostgreen we provide services around this Free Software of vTiger CRM in its Open Source version such as:

- Installation and commissioning of the vTiger CRM solution

- User

-level training and administration services of vTiger CRM

- Custom programming of new vTiger CRM modules

- Consulting for the custom implementation of vTiger CRM - Migrate data to vTiger CRM, custom import schedule

- Integrate vTiger CRM with other systems

VTiger CRM is a free-use CRM (Customer Relationship Management) web software that allows us to get a 360º view of our customer relationships. Its use can be done from any computer with an Internet connection and browser, allowing work from any point.

VTiger CRM allows us to manage the commercial process towards the sale in a single platform common to all the commercial and customer service team. VTiger CRM is a leader in CRM free software tools, it also has nothing to send to other expensive commercial tools in its segment.

VTiger CRM includes sales force automation, customer support and service, marketing automation, inventory management, multi-database support, security management, product customization, scheduling, email integration, extensions (for Outlook and Thunderbird), integration with Apps for IOS and Android Smartphones among other features.

 

VTiger CRM includes support for Mobility, it has exclusive apps for Android and iPhone, it is very convenient to access CRM data from anywhere with our mobile Smartphone.

proceso implantación de vTiger CRM en Hostgreen.com

The modules in Vtiger CRM are:

¤ 1.- Precontacts Module

Register a database of potential people who can do business with us. To the precontacts we can associate Tasks and Events of commercial visits or calls within the Calendar.

¤ 2.- Campaigns Module

Register the set of commercial campaigns that you want to manage from the CRM. To a commercial campaign you can add N records of Contacts, Precontacts, or Accounts. As a result of a campaign you have M records of new business opportunities generated. We can automatically send personalized emails one by one to all the contacts associated with the campaign and measure the email openings that have occurred by the contacts.

¤ 3.- Calendar Module

Visualization in a Google Calendar of all events and dates that occur in the system. Registration of commercial visits, birthday of contacts, pending tasks, expiration of opportunities, expiration of invoices, start of projects, start of activities.

¤ 4.- Tasks / Events Module

Given a contact, precontact, or account, we can create a Task or Event record that allows you to control the date of completion of the calendar, it is also registered and associated within the contact form.

¤ 5.- Opportunities Module

Register all those business opportunities detected with accounts or contacts. Once we convert the precontact, the program gives us the option to create a business opportunity with the account / contact created.

¤ 6.- Account module

Registers the set of companies to which we can issue budgets, sales orders or invoices. Also associate business opportunities to manage with them.

¤ 7.- Contact module

Register the people or contacts that work in each of the accounts, every contact must be related to an Account which is the company for which you work. The contact has specific email, telephone, and address information that may be different from that of your associated Account

¤ 8.- Budget Module

Record the budgets that are issued to each Account. Given a budget it is composed of N lines of products / services to be budgeted. Every budget can be printed in PDF, can be associated with a business opportunity and has an issue date. Budgets can go through different states (created, pending, accepted). Any budget we can generate from it a copy of the Sales Order or a copy of the corresponding Invoice (Billing it).

¤ 9.- Sales Order Module

Register the set of Confirmed Orders that exist with customers. Any Sales Order may have an associated budget from which it is generated from it. A Sales Order has N products / services on which it is processed.

¤ 10.- Invoices Module

Registers the set of Sales Invoices to Customers (Accounts). Any invoice can be associated with an initial Budget generated from it, or with an Order.

¤ 11.- Supplier Module

Registers the database of suppliers that are available to be able to issue purchase orders to them.

¤ 12.- Purchase Order Module

Registers the set of purchase requests made to suppliers. Every purchase order is associated with a supplier and has a registration date. The purchase order has N associated products / services. Within the purchase order when we make it we can choose as the price of the product at the price of a special purchase rate.

¤ 13.- Projects Module

Registers the set of projects in execution that the company has. Every project is related to an Account. Projects have data such as project status or start date and end date thereof.

¤ 14.- Activities Module

Registers the set of activities in which the projects are subdivided. All activity is associated with a project. The activities have a start date and an end date. The project can be seen online planning of it within the section of more information of the project.

¤ 15.- Incident Module

Registers the set of after-sales incidents with Customer Accounts or Contacts. Given an incident it goes through different states (pending, in progress, resolved). The incidents can be automatically opened in the vTiger by an email sent by a customer or by registering from the customer portal module.

¤ 16.- Products / Services Module

Register all products and services, with their respective sales prices, different sales rates, applicable VAT, available stock. The services are special products which have no stock. There is possibility to classify by product families. All products are visible when making budgets, sales orders, invoices, purchase orders.

¤ 17.- Documents Module

Manage documents that can be associated with Accounts, Contacts, Precontacts, Opportunities, Budgets, Invoices and other main modules. All this document management can be structured in folders. You can attach these documents in the process of sending emails from the tool itself.

¤ 18.- Customer Portal Module

Access portal for company customers. Through a login / password that arrives by email automatically the client connects to this portal and can work with: the list of budgets that have been issued, the list of invoices, the list of incidents to manage, open a new incidence.