What is vTiger CRM Open Source?

vTiger CRM Open Source is a free, web-based CRM (Customer Relationship Management) software that allows us to gain a 360-degree view of our customer relationships. It can be used from any computer with an internet connection and browser, allowing you to work from anywhere.vTiger CRM Open Source allows us to manage the sales process on a single platform shared by all sales and customer service teams. VTiger CRM is a leader among free CRM software tools, yet it's equally at home with other expensive sales tools in its segment.vTiger CRM Open Source includes sales force automation, customer service and support, marketing automation, inventory management, support for multiple database managers, security management, product customization, scheduling, email integration, extensions (for Outlook and Thunderbird), and integration with smartphone apps. IOS and Android among other functionalities.vTiger CRM Open Source includes mobile support, has exclusive apps for Android and iPhone, making it very convenient to access CRM data from anywhere with our smartphone. modules in vTiger CRM Open Source are:

• Pre-contact Module: Register a database of potential people who can do business with us. We can associate tasks and events for sales visits or calls with these leads in the Calendar.
• Campaigns Module: Record the set of sales campaigns you want to manage from the CRM. You can add N Contact, Pre-contact, or Account records to a sales campaign. 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 contacts associated with the campaign and measure the number of email opens by contacts.
• Calendar Module: View all events and dates occurring in the system on a Google Calendar. Log sales visits, contact birthdays, pending tasks, opportunity due dates, invoice due dates, project start dates, and activity start dates.
• Tasks / Events Module: Given a contact, pre-contact, or account, we can create a Task or Event record for it that allows us to control the completion date within the calendar. It is also recorded and associated within the contact's file.
• Opportunities Module: It records all business opportunities detected with accounts or contacts. Once we convert the pre-contact, the program gives us the option to create a business opportunity with the created account/contact.
• Accounts module: Register the set of companies to which we can issue quotes, sales orders, or invoices. We can also associate business opportunities to manage with them.
• Contacts module: Record the people or contacts who work for each account. Each contact must be associated with an account, which is the company they work for. Each contact has email, phone, and address information specific to them, which may be different from the contact's associated account.
• Budget Module: Records the quotes issued to each account. A given quote consists of N product/service lines to be quoted. Each quote can be printed as a PDF, can be associated with a business opportunity, and has an issue date. Quotes can go through different statuses (created, pending, accepted). From each quote, we can generate a copy of the corresponding Sales Order or Invoice (invoice).
• Sales Orders Module: Records the set of confirmed orders with customers. Every sales order can have an associated quote, from which it is generated. A sales order has N products/services for which it is processed.
• Invoice Module: Records the set of sales invoices issued to customers (accounts). Each invoice can be associated with an initial quote generated from it, or with an order.
• Suppliers Module: Register the database of suppliers available to issue purchase orders to them.
• Purchase Orders Module: Records 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 creating it, we can choose the price of the product from a special purchasing rate.
• Projects Module: Records the company's current projects. Each project is linked to an account. Projects contain data such as project status or date, start date, and end date.
• Activities Module: Records the set of activities into which projects are subdivided. Every activity is associated with a project. Activities have a start and end date. An online project schedule can be viewed in the project's more information section.
• Incident Module: Records all after-sales incidents with customer accounts or contacts. Each incident goes through different statuses (pending, in progress, resolved). Incidents can be opened automatically in vTiger via an email sent by a customer or by creating a ticket from the customer portal module.
• Products/Services Module: Record all products and services, including their sales prices, different sales rates, applicable VAT, and available stock. Services are special products, which are not in stock. They can be classified by product family. All products are visible when creating quotes, sales orders, invoices, and purchase orders.
• Documents Module: Manage documents that can be associated with Accounts, Contacts, Pre-contacts, Opportunities, Quotes, Invoices, and other core modules. All document management can be structured into folders. These documents can be attached to emails from the tool itself.
• Customer Portal Module: Access portal for the company's clients. Through a login/password sent by email, the client automatically connects to this portal and can work with: the list of estimates issued to them, the list of invoices, the list of incidents to be managed, and open a new incident.