Vtiger Customization

October 16, 2017

Smackcoders is a expert team of vtiger developers, handles various Vtiger Customization and development services since 2008 with excellent track records. As a highly experienced vtiger development team, we’ve provided various CRM solutions, integrations and extensions to a wide range of SMEs, agencies, various industry verticals starting right from education, finance, real estate to travel, hospital and surgeons etc.

vtiger-custmization

Our vtiger customizations are highly focused on improving sales and performance of your company/agency. Our team of vtiger developers will turn your requirements and ideas into vtiger extension or vtiger integration for any third party applications securely via REST/SOAP API or Single sign on etc.

Also we have a no. of well known and frequently used vtiger module list that integrates leading tools like Mailchimp, QuickBooks, Xero, Google calendar, PayPal payment etc. You can visit our vtiger module store for more info. Our vtiger experts team can provide you customization and integration on top of any existing vtiger plugins to achieve your needs within less time frame and reduced cost.

What we do related to vtiger development?

Our Vtiger development team covers a wide range of expert vtiger services that not only includes below, but also extends from this and also development supports for all your  available ideas

  • Vtiger crm installation
  • Vtiger migration
  • Vtiger extension
  • Vtiger integration
  • Vtiger crm customization

Vtiger crm installation

We do vtiger installation, almost on any hosting platform includes Linux hosting, vps, AWS or Google Cloud server with required modules, roles, workflow automations and customer portal etc.

Vtiger migration

We can handle Vtiger migration from any old version even from version 5.2 in a stepwise manner. Migrating old version of Vtiger CRM involves complicated and time consuming step by step vtiger update to every next immediate version and also testings included to ensure successful completion of update process. The effort involved is depends on no.of CRM records, core modules, related modules, document attachments and customizations involved.

Vtiger extension development

We can virtually develop any vtiger extension beyond your expectation. The idea of any vtiger plugins are mostly based on widely used techniques or tools of any particular industry that allows you to simplify your works without switching or managing 2 different tools. By developing a custom vtiger module you can improve the usability, performance of whole CRM and turn it into unique effective key platform for your industry.

Vtiger integration to other platforms

Vtiger integration to any 3rd party platforms by developing vtiger extension to handle workflow/cron based 2 way sync via secure REST/SOAP API in real time. Using customized Vtiger integration one can benefit all useful actionable data of other platforms within Vtiger CRM to improve sales and performance of your company.

Our vtiger integration services also involves

Vtiger webforms

Vtiger webforms or webforms from your websites are tricky and hard to integrate securely. The access key in html vtiger webforms are visible to public and quite insecure to use. Also websites like CMS, powered by WordPress and 3rd party form plugins like contact form 7, gravity and ninja forms needed a plug & play solutions. Smackcoders already have a ready to use plugin solutions for above scenarios. Our solutions are made from years of experience and common feature requests by our clients from various industries. Still these solutions are most common, hence to extend the capability and making a unique to your particular CRM needs, we provide customization and development support on top of any available solutions. Also we extend our full development support in integrating any vtiger webforms solutions.

Vtiger backup

Another crucial feature is Vtiger Backup option. Cloud based Vtiger Backup storage modules/options are not widely available in market and also it’s requirement may be differ from CRM to CRM based on which services they use. We provide integration services to sync all your safe vtiger backups to any cloud storages like Amazon s3, google, dropbox etc.

Vtiger email integration

We do all essential Vtiger email integration like Gmail etc. based on the need of our clients. We develop Vtiger email integration module in such a way to handle multiple user accounts with role based restriction etc. The possibilities are endless still there are few, listed here in common

  • Incoming mails
  • Outgoing mails
  • Sent mails
  • Attachments
  • Calendars
  • Events
  • Tasks
  • Contacts

Also integration for Gmail works well to integrate drive, docs, calendar and any other Gmail apps if you use Gmail as your service provides.

Vtiger social media integration

Development of Vtiger social media integration involves integrating leading social platforms likely LinkedIn, Facebooks, Twitter etc. Vtiger social media integration enables the data synced from your social media to CRM which can be used along with other CRM modules and workflows.

Vtiger asterisk integration

Asterisk vtiger integration allows you to make outgoing and incoming calls right from your CRM. Also the integration and customization can be extended further from telephonic integration to capture leads, opportunities and contacts. Customization can help display useful data to users to make better sales and conversions etc. Predictive dialer is another tool made to improve company’s performance.

Vtiger crm customization

Vtiger crm customization makes your CRM in unique look and feel,  functional and feature rich platform to make you work in a most organized way, thereby to improve the performance at all levels/roles.

  • Branding
  • Vtiger reporting tools
  • Vtiger project management
  • Vtiger custom fields

Branding

Our Vtiger crm customization starts right from branding Vtiger CRM to a company’s brand design theme and standard like their main website, logo, letter pad and brochure etc. So to make the feel of your CRM closely like from same company brand and not from different source as it appears before. Our services related Vtiger crm customization offers branding customization as follows

Vtiger invoice customization

Vtiger invoice customization is to make branded invoices as PDF exports with logos and company details to match a brochure and letterpad design kit. And also to meet the company standards, policies also sometimes to match legal requirements etc. We are good in providing Vtiger invoice customization to your expectations.

Vtiger custom fields

Vtiger crm customization mainly involves with Vtiger CRM core module customizations. In this case Vtiger custom fields play a vital role to achieve desired results. Default Vtiger custom fields are limited and they work mostly as static fields available for manual fields. Smackcoders vtiger developer team convert Vtiger custom fields to most advanced dynamic fields to provide automatic field values, calculation, cross module references, customized field blocks etc. to have an unique automated experience with less effort.

Vtiger reporting tools

Customizing Vtiger reporting tools is crucial for an organization to generate various custom reports for different team, users and roles in an organization to monitor every section, individuals, team and overall company performance. Our vtiger developer team can help get you to customize any actionable insights, metrics and reports along with branding to predict, monitor and plan your strategies in successful direction without missing any details.

Vtiger customer portal

Vtiger customer portal can be integrated, customized in sort of design views, info and details that are useful to your users in customer portals. We can assist you to add more customization to customer portal to turn it into an unique experience for your users.

Vtiger mobile app

Our Vtiger mobile app is available for android/IOS in both Google play store and Itunes App Store for public use. Added to that, Smackcoders offer white label branding option to be bundled for a Branded Vtiger CRM Instance. On top of that we customize our Vtiger mobile app to match and extend to your needs. We also handle Vtiger mobile app development right from scratch for any given requirement as per strict market standards.

Feel free to contact us to convert your ideas into solutions

2 Comments
  1. Hello,

    I would like to know more about your vtiger7 social media integrations please. Like capabilities, availability, maintenance, how to install and pricing. I am using 3cx and vtiger and would like to handle social media as well with these two applications if possible.

    Thank you

  2. Terah, can you email us the same to support[at]smackcoders[dot]com? we would be happy to help you with your need.

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