Adaptación de vTiger CRM para el Sector de la Formación

The CRM Solution that Integrates Registration and Student Management.

At vTigerSpain.es, we have completed the development of scripts that enable integration with Moodle for the processing of the registration of the student's login and password once the completed status of the registration form is confirmed within vTiger CRM.

Core Formation Modules

Teacher Module
This module records the set of available teachers, tutors, and trainers. This module not only allows for associating them with different training groups and courses, but also functions as a management center for their teaching load (or workload).Centralize the contact information, the specialization/subjects taught, and the hourly availability of each instructor. This facilitates the optimized resource assignment, the management of their contractual documentation, and the calculation of their teaching hours, ensuring efficient staff planning (or workforce planning).
Registration Module
Records all enrollments held by clients and students. Each Sales Order can have an associated quote, from which it is generated. A Sales Order has N products/services that are processed. Each enrollment can be linked to a training group belonging to one course or to several.
Student Module
This module records the individuals or contacts who are students linked to each of the accounts. Every contact/student is related to an Account, which is the company they work for. The contact/student has specific email, phone, and address details that may be different from those of their associated Account.
Groups Module
This module records the detailed set of training groups or virtual classrooms that are created from a specific course. This module is the core of training logistics, allowing you to define a specific grouping with a concrete schedule, an assigned center (or location), and a responsible instructor.The Groups act as containers where student enrollments are linked, facilitating capacity control, attendance management, and segmented communication. This ensures precise organization of classes and allows for individualized tracking of the group's performance.
Course Module
This module records and manages the master catalog of your entire educational offering. This module centralizes the set of available courses for your training services, acting as the base template from which Groups and Enrollments are derived.Each course contains essential information, such as the detailed description of contents, subjects, learning objectives, and teaching hours. Furthermore, it allows for uploading and linking official documentation (programs, syllabus) and defining prerequisites. Precise course management guarantees coherence in your offering and facilitates the rapid creation of new groups.
Student Access Portal Module
Access Portal for Students for Enrollment Registration and Management.Using a login/password that is automatically sent to them via email, the client connects to this portal and can work with: registered enrollments, the list of quotations (or proposals) issued to them, the list of invoices, the list of incidents (or issues) to manage, and they can open a new incident (or issue).

Financial Management Optimization

Products/Services Module

Record all products and services, along with their respective selling prices, various sales rates (or price lists), applicable VAT, and available stock. Services are special products that do not have stock. There is the option to classify by product families.All products are visible when creating quotes, sales orders, invoices, and purchase orders.Each product has a Warehouse Stock which is increased by every Goods Receipt Note and decremented by every Sales Invoice.

Direct Debit Module

This module allows you to aggregate a set of bank receipts and generate an XML file to be uploaded as a direct debit to the bank, complying with the SEPA standard.

Campaigns Module

This module records the set of marketing campaigns to be managed from the CRM. You can add N records of Contacts, Leads (or Prospects), or Accounts to a commercial campaign. As a result of a campaign, you get M records of new business opportunities (or sales opportunities) generated.
We can automatically send personalized emails one-by-one to all contacts associated with the campaign and measure the email open rates generated by the contacts.

Collections and Payments Module

This module records the set of outstanding Invoice Collections (or Receivables) and marks them as completed after bank reconciliation.Once the collection of an outstanding Invoice is recorded, the Invoice is automatically marked as Paid.A new collection record is created from the Invoice, detailing the remaining collection amount for that specific Invoice.

Payments to suppliers can be recorded in this same module. Payment records are associated with each supplier's purchase invoice, and supplier invoices are automatically marked as paid after the payment is marked as completed.

Purchase Orders / Goods Receipt Notes / Purchase Invoices Module

This module records the set of Purchase Requests, Goods Receipt Notes, and Purchase Invoices issued to suppliers. Every purchase order is associated with a supplier and has a registration date. The purchase order has N associated products/services.When drafting the purchase order, we can select the product price from a special purchasing price list (or purchasing rate).The purchase order is transformed into a Goods Receipt Note (GRN), and when the GRN status is set to 'Received', this causes the product's Stock to be incremented by the N units of that product listed on the Goods Receipt Note.

Quotes 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).

Contaplus Export Module

Allows you to export account records, invoices, and bank receipts to Contaplus-compatible CSV files for import into the Contaplus program.

Clients Module

This module records the set of companies, organizations, or individuals that are the source of your revenue and the foundation of your business. Beyond basic information, this module allows you to establish the hierarchical relationship (e.g., Company as the payer for a Student) and manage all interactions over time.

From here, you can directly issue enrollments (or registrations), generate bank receipts (or payment slips) and issue invoices. Furthermore, it allows for the association of business opportunities (or sales opportunities) and the detailed tracking of every lead until its conversion, ensuring complete and centralized commercial management of all accounts.

Aquí tenemos otros módulos desarrollados para tí.

Scheduled Email Campaigns Module
Allows you to schedule automatic email campaigns based on HTML templates to be sent to a set of pre-contacts or CRM contacts that meet a search criterion.
Survey Module
Record the satisfaction surveys sent to us by customers
Assistance Module
Record the absences from classes of different students in the database.
Whatsapp Module
This module allows for the sending and receiving of WhatsApp messages to students and to accounts/clients. All WhatsApp messages are automatically archived in the students' records.
Centers Module
Record the set of training centers available to link in each group.
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.
Classroom Module
Record the set of available classrooms and control their reservation in a calendar.
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.
Módulo de Precontactos
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.
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.
Requests / Opportunities Module
This module registers all detected sales opportunities for courses with accounts or contacts/students. Each request has a linked course of interest from the student. Once we convert the pre-contact (or lead), the program gives us the option to create a business opportunity (or sales opportunity) with the created account/contact.
Ticket Module
This module registers the set of post-sales incidents (or issues) related to client Accounts or Contacts.Given an incident, it passes through different statuses (pending, in progress, resolved). Incidents can be automatically opened in vTiger by an email sent by a client or by registration from the Client Portal module.
Suppliers Module:
Register the database of suppliers available to issue purchase orders to them.
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.
Moodle Module
It allows for integration with Moodle for processing the student's login and password registration.