Vtiger Customization: Copy Event Description to Parent Comment

Posted on November 17, 2017November 23, 2017 by Automate SMB

When your sales executive creates an Event/To-do related to a contact/quotes/sales order/invoice/leads/opportunity/tickets etc. on Vtiger and updates the description of the event, Automate SMB ensures the same description is automatically updated in the comments section of the related contact/quotes/sales order/invoice/leads/opportunity/tickets etc. This Vtiger Customization reduces the repetitive task of updating the details separately under different sections.[…]

Vtiger TimeSheet Extension

Posted on November 13, 2017August 22, 2019 by Automate SMB

Cost: 200 USD Compatibility: 6.x/7.x Vtiger TimeSheet Extension registers the time slots spent on a Project Task or Ticket. This helps to gain control over the time and effort spent by Staff on various Tasks and Tickets. How to Create a TimeSheet Once you create a Project Task or Ticket, for every activity[…]

Customer Feedback Collection for Vtiger CRM

Posted on October 25, 2017August 22, 2019 by Automate SMB

Customer Feedback Collection for Vtiger CRM Cost: 200 USD Compatibility: 6.x.x/7.x.x Measuring customer feedback can help improve a product or service and can help improve customer retention. Automate SMB has implemented Customer Feedback management module for Vtiger CRM, which is a simple and easy to use mechanism that will improve the customer experience of those[…]

Free Vtiger CRM hosting by Automate SMB

Posted on July 19, 2017July 19, 2017 by Automate SMB

Free Vtiger CRM hosting Towards our motto to automate and streamline business process we have introduced free vtiger CRM hosting for 1 user upto 1 year. You get all the features and extension as other hosting packages of ours. We will make sure that you CRM runs smoothly and we are always available for any[…]

Vtiger Email Drip Campaign

Posted on July 17, 2017August 22, 2019 by Automate SMB

Vtiger Email Drip Campaign Cost: 500 USD Compatibility: 6.x./7.x BUY NOW! Email Drip Campaigns Drip campaigns are communication strategy applied to emails, SMS, calls etc., which sends a set of pre-configured messages in sequence over time to customers or prospects. Such as welcome email is sent to customer during signup, followed by email with video[…]

Razorpay payment gateway for Vtiger CRM Open Source

Posted on June 21, 2017August 22, 2019 by Automate SMB

Razorpay payment gateway for Vtiger Open Source Cost: 100 USD Compatibility: 6.x.x Buy now! Razorpay payment gateway is robust and easy to configure solution available for India. It supports various modes of payments like Credit Cards, UPI, net Banking etc.. This extension provides payment gateway for Vtiger using Razorpay. Using the integration between Vtiger CRM and Razorpay you[…]

Introducing On-Demand Vtiger Hosting for Single User

Posted on May 15, 2017May 15, 2017 by Automate SMB

Vtiger Hosting for Single User We are excited to launch On-Demand Vtiger hosting for single users starting at $9/month. This package is most suitable for you if you are: freelancer do not have a sales team yet starting to implement CRM just having fun! You get all the features of Vtiger CRM and the same[…]

Vtiger Google Form and Sheet extension

Posted on March 7, 2017August 22, 2019 by Automate SMB

Vtiger Google Form and Sheet Extension Cost: 100 USD Compatibility: Vtiger 6.x.x Buy now! Google Forms are one of the easiest and flexible webform options available. They could be used for any purpose be it for surveys, feedback collection, contact forms etc.. Vtiger integration with Google Forms allows you to seamlessly synchronize data as soon[…]

Send SMS from Vtiger in India – Tivre

Posted on July 21, 2016July 21, 2016 by Automate SMB

Tivre provides global mobile messaging services. Services from Tivre include: Global Push SMS Global 2-Way SMS Short Code Long Code It is also a leading SMS service provider in India which could provide both transnational and promotional SMS services. Vtiger SMS Notifier module has default connector built for Clickatell and few other, but does not has[…]

Vtiger Tags in List View Extension

Posted on July 12, 2016June 21, 2017 by Automate SMB

Tags in List View What are Tags? Tags are a way for personalized grouping of records. It is a like a label which you could associate with a record . This could be very handy in finding out a records which you feel are in same group. Tag Cloud in Vtiger CRM Vtiger CRM provides[…]