Services
AutomateCRM.io
An All in One CRM automation platform. Essentially forked from Open Source Vtiger CRM, pre-loaded with all extensions and various enhancements, pre-configured for verticals, in-premise and cloud hosted!
Open Source CRM Customization
Expert Open Source Vtiger CRM developers with in-depth knowledge. Customize Open Source Vtiger CRM for any vertical be it Real Estate, Insurance, Digital Marketing, Call center, Healthcare, anything.. We assure best of the quality with customization in most upgrade-able manner.
Extensions For Vtiger CRM
Export to Excel, Twilio Integration, Mentions, Google Forms integration, Facebook Chat, Twitter Integration, Email Drip Campaigns, Feedback, SLA, Progress Bar, SMS integration, Chatbots etc.
Custom Portals and Mobile Apps
Looking for Custom Vtiger CRM portal for clients, employees, support, vendors? We can help you. We also provide custom Mobile Apps to empower your CRM solution!
VT Data Studio
Dashboards and Reports for Vtiger CRM
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Dashboard and Reports for Vtiger CRM
About US
Automate SMB
Automate SMB, founded by Nilay Khatri in 2013 aims at providing CRM solution and Digital Transformation to all Small and Medium business.
Led by Developers with huge experience in Open Source CRM customization, we provide best in the class services. We Have implemented CRM solutions for businesses from various verticals such as real estate, insurance, hotel, mortgage, local business. We understand your business requirements and processes and try to deliver most streamlined CRM with your inputs.
Latest news, extensions, customizations
Predictive Analytics and CRM
Predictive analytics is using data and quantitative analysis to derive insights, use those insights to shape business decisions and improve business performance. Predictive analysis helps to determine the future outcomes based on data, statistical algorithms and machine learning techniques on historical data. Common uses of predictive analytics for Customer Relationship Management include: Optimizing marketing campaigns By[…]
Overview of VT Data Studio
Create dashboards and reports for Vtiger CRM in seconds with VT Data Studio. Vt Data Studio helps you analyze your data quickly and efficiently. This articles covers the brief overview of various features of VT Data Studio like building and scheduling reports for Vtiger CRM, creating reports snapshots etc. Dashboards for Vtiger CRM Dashboards[…]
Twilio SMS Extension for Vtiger
Twilio is a developer platform for communications- it is used to add capabilities like voice, video, and messaging to different applications. Vtiger Twilio SMS integration opens up a new channel for CRM users to reach out to the customers. Twilio SMS for Vtiger can be used for- Sending and receiving SMS as and when required. Making SMS[…]
Team collaboration made easy for Vtiger CRM
Mention Extension For Vtiger CRM Automate SMB has implemented Mention Extension which helps significantly to achieve efficient team collaboration. With this extension when one User can mention another User or a Team in comments on a record in the Vtiger CRM. The Users/Group mentioned gets an Email and Web notification. Lets look at this step[…]
Hotfix released for Vtiger 7.1.0 GA
After the release of Vtiger 7.1.0 GA there were few issues identified such as: – Picklist colors were not appearing in List View- http://code.vtiger.com/vtiger/vtigercrm/issues/895 – Price being picked up incorrectly when using Pricebook- http://code.vtiger.com/vtiger/vtigercrm/issues/876 – Minor layout issues- http://code.vtiger.com/vtiger/vtigercrm/issues/904 etc.. Following that, Vtiger Team released a Hotfix today and re-packaged the downloads. Message from Vtiger team: Close to[…]
What’s new in Vtiger 7.1 – Follow record
Vtiger 7.1 is packed with many features. One of the feature which is introduced in Vtiger 7.1 is ability to follow a record. When a user follows a record, when ever the details of that record are updated an email is sent to the followers. To follow a record, click on the star icon from[…]
Release of Open Source Vtiger 7.1.0
Today Vtiger announced the release of Vtiger 7.1.0 a much awaited release. Message from Vtiger Team: Dear members, We are happy to announce the availability of Vtiger CRM 7.1.0 GA today. This release mainly targets on improving stability over the redesigned Vtiger 7 UI, which was rolled 10 months ago. Continuing the journey on the[…]
What’s new in Vtiger 7 – Add field from Related Module in Filter
In our previous article we went through Duplicate Record Prevention feature introduced in Vtiger 7.1. Let us go through another very interesting feature which allows you to add fields from other related modules in your filters (released in Vtiger 7).. For example, Contacts module has a Reference field of Organization Module. This feature allows you[…]
What’s new in Vtiger 7.1 – Duplicate Record Prevention
A day before Vtiger Team has announced the release of Vtiger 7.1 RC with new features and bug fixes. Duplicate Record Prevention is a new feature which has been shipped with Vtiger 7.1. This prevents creation of duplicate records from any source e.g. from browser, mobile or webservice. This is a great feature and really[…]
Release of Vtiger 7.1 RC (with demo link)
Vtiger today announced the release of Vtiger 7.1 RC version, which is available on sourceforge for download. We are really excited to see new features and enhancements. Message from Vtiger team about Vtiger 7.1: We would like to update you that Vtiger community edition V7.1 RC has been published in sourceforge.net which will includes the following features and fixed 100+ bugs[…]