#vTiger Customization

[antraweb]

Tally-VTiger Integration Revolutionizes accounting and CRM

Boost Business Efficiency with Vtiger CRM and Tally Integration

Vtiger CRM is a powerful open-source solution that helps businesses manage customer relationships, automate marketing and sales workflows, and generate insightful reports. With features like contact management, sales force automation, customer support, inventory tracking, mobile access, and third-party integrations, Vtiger is a versatile tool for modern business needs.

Tally, known for its robust accounting and inventory management features, complements Vtiger in many ways. When integrated, these two platforms can significantly streamline business operations.

Key Benefits of Vtiger and Tally Integration:

Seamless Data Sync: Automatically transfer customer, invoice, and sales data between Vtiger and Tally to reduce manual errors.

Efficient Workflows: Sales orders created in Vtiger can instantly reflect in Tally for faster invoicing and accounting.

Improved Financial Oversight: Real-time financial visibility allows smarter budgeting and forecasting.

Deeper Customer Insights: Combined CRM and accounting data provide a holistic view of customer behavior and preferences.

Unified Reporting: Consolidated reports with financial and sales KPIs enable better strategic decisions.

For growing businesses, especially SMEs, integrating Vtiger with Tally creates a powerful ecosystem that enhances productivity, improves accuracy, and fuels data-driven growth.

Click Here To Read The Full Blog Now:

Tally - VTiger Integrations Revolutionize accounting and CRM

visit our Website To Learn More:

[ahmadfaraz007]

How to Set Up and Manage a Professional Call Center with CRM & Dialer Integration – Without the Headache

Whether you're running a startup, scaling an online business, or managing a sales or support team, having a reliable, automated call center setup can drastically improve efficiency, response time, and customer satisfaction.

But setting up a complete call center—manual or predictive dialer, SIP trunk, IVR system, CRM integration—can be complex and time-consuming without the right expertise.

That’s where this Fiverr gig comes in.

✅ What You’ll Get from This Gig

Offered by an experienced full-stack VoIP and CRM specialist, this gig provides everything you need to launch or upgrade your call center:

Manual or Predictive Dialer Setup (Vicidial, GoAutoDial, etc.)

SIP Trunk Configuration for high-quality inbound and outbound calls

CRM Integration with tools like Zoho, Salesforce, Bitrix24, Odoo, VTiger, and others

IVR, Call Routing, and Voicemail Setup

WebRTC Softphones and Agent Panel Configuration

Real-Time Reporting, CDR Logs, and Campaign Monitoring

Ongoing Technical Support and Troubleshooting

Whether you're setting up a small outbound sales team or managing a full-scale inbound support center, this gig ensures you get a scalable, secure, and fully integrated solution.

🔧 Why This Matters

Businesses lose thousands each year to missed calls, inefficient routing, and poor CRM linkage. With proper dialer and CRM integration, your agents can reach more leads, track interactions, and resolve issues faster. You’ll also get access to analytics that help optimize performance and decision-making.

🌍 Multilingual Support

The gig provider also offers multilingual support (English, Urdu, Telugu), making communication easy and training smooth for diverse teams.

📩 Get Started Today

Don’t waste time on trial-and-error setups or overpriced software. Visit this Fiverr gig and get expert help setting up your professional call center—complete with dialer, SIP trunk, and CRM integration—all at an affordable price.

[talentrisetechnokrate]

CRM Software Developers in Kerala

Introduction

As Kerala's economy thrives through its booming tourism, healthcare, education, and IT sectors, businesses are actively investing in digital transformation to strengthen customer engagement. Among the most critical digital tools today is CRM (Customer Relationship Management) software. CRM software developers in Kerala are helping businesses streamline interactions, automate marketing, track sales, and improve customer satisfaction through tailored CRM solutions.

This blog explores the growing CRM development ecosystem in Kerala, key features, business benefits, local companies, industry-specific use cases, and SEO strategies to attract more clients in this competitive domain.

What is CRM Software?

CRM software centralizes and automates all aspects of customer interaction — from capturing leads and managing follow-ups to analyzing customer behavior and running targeted campaigns. It acts as a single source of truth for marketing, sales, and customer service teams.

Core Modules of CRM Systems:

Lead & Contact Management

Sales Pipeline Management

Marketing Automation

Customer Support Ticketing

Analytics & Reporting

Mobile CRM Access

Email & SMS Integration

Why CRM is Crucial for Businesses in Kerala

1. Tourism & Hospitality

Manage guest reservations, feedback, upselling, and loyalty programs.

2. Healthcare Providers

Track patient engagement, appointment history, communications, and personalized outreach.

3. Educational Institutions

Manage student inquiries, admissions, alumni engagement, and internal communications.

4. Retail & E-commerce

Monitor buying behavior, retarget lost carts, and personalize offers.

5. IT and Service-Based Startups

Organize sales pipelines, customer onboarding, and feedback loops efficiently.

Benefits of CRM Software Development in Kerala

Customer Retention: Improves communication and boosts long-term loyalty.

Productivity Boost: Automates daily follow-ups and task scheduling.

Sales Insights: Real-time analytics on customer behavior and sales trends.

Personalized Outreach: Enables segmentation and customized engagement.

Omnichannel Communication: Integrates phone, email, WhatsApp, and social media.

Scalability: Designed to evolve with the business.

Cloud Accessibility: Enables remote team collaboration and mobile access.

Top CRM Software Developers in Kerala

1. CodeBrew Labs, Kochi

Enterprise CRM systems for tourism and medical sectors with AI chatbots.

2. RedBeryl Technologies, Thiruvananthapuram

Custom CRM solutions for education and real estate companies.

3. Techware Lab, Calicut

SaaS CRM platforms with advanced analytics and WhatsApp CRM integration.

4. BizWork IT Solutions, Kollam

Affordable CRM for SMEs with lead tracking and mobile-first design.

5. Kerala CRM Experts Pvt. Ltd.

End-to-end CRM development and integration with existing ERP systems.

Technologies Used by CRM Developers in Kerala

Programming Languages: PHP, JavaScript, Python, Java

Frameworks: Laravel, React, Node.js, Django

Databases: MySQL, MongoDB, PostgreSQL

CRM Tools: Zoho CRM, SuiteCRM, Vtiger, Salesforce (custom APIs)

Hosting Platforms: AWS, Google Cloud, DigitalOcean

Mobile CRM: Flutter, React Native

Industry-Specific CRM Use Cases in Kerala

1. Ayurvedic Clinics & Hospitals

Handle patient records, treatment history, and follow-up reminders.

2. Educational Consultancies

Automate student tracking, lead nurturing, and document workflows.

3. Real Estate Agents

Manage leads, appointments, and property buyer lifecycle.

4. Online Retailers

Segment customer lists, automate offers, and handle post-sale support.

5. Freelancers & Agencies

Track clients, manage proposals, and improve retention.

The Future of CRM Development in Kerala

AI-Powered CRM Systems with predictive lead scoring

Voice Recognition CRMs for hands-free operations

CRM + IoT for smart devices in hospitality and healthcare

Blockchain-based CRM for secure customer data sharing

NLP-powered Chatbots integrated within CRMs

Conclusion

Kerala is rapidly emerging as a digital-first state, and CRM software developers play a vital role in its transformation. By delivering innovative, scalable, and domain-specific CRM solutions, these developers are helping businesses nurture better customer relationships, drive revenue, and stay ahead of the competition. Whether you're a startup in Kochi or an educational consultancy in Calicut, the right CRM system can be your catalyst for growth.

[klicksurgeankitt]

Top 10 CRM Software Recommendations in Bangalore for 2024

Bangalore is a tech hub, and choosing the right CRM software is crucial for businesses looking to enhance customer relationship management. Here are the top 10 CRM software options for 2024, suited for startups, SMEs, and enterprises: Zoho CRM, Salesforce, Freshsales, HubSpot, Pipedrive, LeadSquared, Agile CRM, Vtiger, Creatio, and Kapture CRM. These platforms offer excellent features like lead management, automation, and analytics, helping businesses boost productivity and sales. Whether you’re looking for a cloud-based CRM or an AI-powered solution, these CRM tools provide reliable options for businesses in Bangalore.

Vsit now :- https://www.cnnworldnewz.com/10-crm-software-bangalore-recommendations-2024/

[web-hosting-company7]

Vtiger CRM

Tailor your business performance with Vtiger CRM from Infinitive Host. With robust CRM solutions and easy integration, increase productivity and customer satisfaction. Get in touch with us and register for our services today.

[crmtechzone]

10 Free CRM Applications That Will Boost Your Productivity

A CRM Application is simply a system that enables firms to manage customer data and interactions, access company information, automate sales, manage vendor and partner connections, and monitor leads, among other functions. The objective is to improve customer service, increase sales, and promote productivity and profitability. A CRM system organizes client data into a single database, making it easier for organizations to access and administer. CRM applications’ broader goals include increasing customer retention, streamlining service delivery, and improving the quality of a company’s relationship with its customers.

Why Use Free CRM Apps?

Free CRM applications can be especially useful for small businesses, startups, and other organisations with limited software budgets. Here are some reasons to use a free CRM app:

Cost-effectiveness: The most obvious advantage is cost savings. Free CRM systems offer essential functionality without the need for a large initial investment. Ease of Adoption: Most free CRMs have a simple interface, making it easier for teams to adopt and integrate the tool into their daily operations. Flexibility: Many free CRM applications have customisable features that can be tailored to a business's specific needs. Risk-Free Trial: Using a free CRM, businesses can evaluate the system's utility and fit without making a financial commitment, serving

10 Free CRM Applications

1. HubSpot CRM

Bitrix24

Zoho CRM

Capsule CRM

Freshsales CRM

EngageBay CRM

Vtiger CRM

Snov.io

Streak CRM

eWay-CRM

Refer to 10 Free CRM Applications for more details.

[domainoffices]

DomainOffices.com - Secure Domain Hosting - Domain Registration - Encrypted Web Hosting

Domain Offices Oversees Security Updates

Support: 24/7/365 Technical Support via Phone, Live Online Chat, and Support Ticket

DomainOffices.com is an International Domain Name Registrar Registering all Global Domain Name Extensions, including Encrypted Web Hosting, Domain Registration, Secure Domain Hosting, Register Domain Name, Secure Web Hosting, Domain Offices, Domain Renewal, DNS System, Virtual Private Server, Semi-Dedicated Server, Dedicated Server, Shared Hosting Plan, Whois Protection, Cheap Domain Hosting, Cheap Web Hosting, Free Domain Name, Reliable Website Hosting, Cloud Web Hosting,and SSL Encryption. Domain Offices offers you the opportunity to host your web sites in one of our five first-class secure data center facilities located in 1) Chicago, USA, 2) Sydney, Australia, 3) London, England, 4) Pori, Finland, and 5) Telepoint in Sofia, Bulgaria. The Steadfast, Chicago data center offers ideal conditions for hosting web sites whose visitors reside in the United States, Canada, or Latin America, and will guarantee you the fastest web page load speed feasible. The US data center facility option is available with all our shared web hosting plans, KVM and OpenVZ-powered VPS servers, semi-dedicated hosting servers and dedicated servers. Simply pick your package and then select the US data center facility from the drop-down menu on the signup form. Domain Offices works with one of the most famous data centers in Australia - SISGroup, which is situated in the Sydney central business district. The data center offers excellent Internet connectivity and perfect conditions for hosting websites whose visitors are physically located in Australia and Oceania. The Australian data center facility will guarantee you the fastest web site load speed possible. This data center option is available with all shared web hosting packages and OpenVZ-powered VPS web hosting packages of ours. Select the plan that you want on the signup form and then select the Australian data center from the pull-down list. If your web site will be targeted at users from the United Kingdom, the rest of Europe or Africa, we offer the perfect solution for you. We partner with top-class data centers situated in 1) London England, 2) Pori Finland, and 3) Telepoint in Sofia, Bulgaria, which offer the highest level of security for your web site and which will guarantee you the fastest web page loading speed possible. You can select the desired data center from the pull-down list on the signup form. This data center option is available with all shared web hosting plans, as well as with all KVM and OpenVZ-powered virtual servers offered on our website. Domain Offices has forged strong partnerships with international data-centers in the United States, Australia, Britain, Finland, and Bulgaria, to provide our clients with secure and reliable web hosting. Shared Hosting Features: -- Free Setup -- Disk Storage: Unlimited with Data Backups -- Domains Hosted: From 1 to Unlimited (Depending on Plan) -- Full Shell/ SSH/ FTP/ SFTP Users: Unlimited -- E-mail Accounts (POP/ IMAP/ Webmail): From 100 – Unlimited (Depending on Plan) -- MySQL 5 Databases: From 5 to Unlimited (Depending on Plan) -- Custom WHOIS Details and Custom DNS Records -- Programming: Perl, PHP5, Java Servlets, Python, Contrab -- One-Click Automatic Software Installers: WordPress, PrestaShop, OpenCart, Joomla, Drupal, Moodle, vTiger, Open-Realty, phpBB, and others -- Multi-lingual Control Panel -- Account Accessibility: Domain Offices Control Panel -- Five Secured Global Data Centers - With Data Backup -- Support: 24/7/365 Technical Support via Phone, Live Online Chat, and Support Ticket -- Guarantee: 99.9% Uptime Guarantee Website: DomainOffices.com Video Link: Domain Offices - Video

DomainOffices.com is an International Domain Name Registrar Registering all Global Domain Name Extensions, including Encrypted Web Hosting, Domain Registration, Secure Domain Hosting, Register Domain Name, Secure Web Hosting, Domain Offices, Domain Renewal, DNS System, Virtual Private Server, Semi-Dedicated Server, Dedicated Server, Shared Hosting Plan, Whois Protection, Cheap Domain Hosting, Cheap Web Hosting, Free Domain Name, Reliable Website Hosting, Cloud Web Hosting, and SSL Encryption.

[futureailist]

Unlocking the Power of Calculus AI + GPT in Vtiger CRM: A Harvard-Styled Exploration In an ever-evolving digital landscape, businesses are constantly seeking innovative solutions to enhance their customer service, streamline their sales processes, and engage their audience more effectively. Vtiger CRM, with its integration of Calculus AI and GPT (Generative Pre-trained Transformer), has emerged as a game-changer in this pursuit. This Harvard-styled exploration delves into the features and capabilities of Calculus AI + GPT in Vtiger CRM, highlighting how it empowers marketing, sales, and customer service teams to deliver exceptional customer experiences. Understanding Vtiger Calculus and GPT Feature Vtiger Calculus: AI-Powered Guidance Vtiger Calculus is an AI-driven tool that harnesses data from your CRM system to offer valuable insights and solutions for guiding customer-facing teams. It acts as a virtual advisor, constantly analyzing data to provide actionable recommendations. GPT in Vtiger Calculus GPT (Generative Pre-trained Transformer) within Vtiger Calculus takes communication to the next level. It equips sales, marketing, and support teams with the ability to engage in more effective and meaningful conversations with customers. Here are some practical use cases: Instant Answers at Your Fingertips With GPT integrated into Calculus AI, accessing information becomes effortless. You can simply ask a question, and the system provides instant, relevant answers or suggests topics for various purposes, including blog posts, ad copy, and team-building activities. Leveling Up Email Engagement Catchy Email Subject Lines Enhance your email marketing strategy with catchy subject lines that boost open rates and inspire readers to take action. GPT assists in generating attention-grabbing subject lines, ensuring your emails stand out in a crowded inbox. Email Writing Made Easy Creating effective email content is no longer a challenge. Provide basic details, and Calculus AI will generate an email draft that yields successful results. It streamlines the email creation process, saving you time and effort. Improved Email Response Etiquette Calculus AI refines your email responses, improving their quality. By sharing your feedback with the system, you can enhance your communication skills and provide customers with the best possible experience. Impressive Customer Service Better Support with Enhanced Responses Live agents can effortlessly enhance their response messages with just a click. This feature ensures that customer service interactions meet the highest standards, exceeding customer expectations. Summarized Chat Conversations for Easy Transfer The Chat Summary feature simplifies the sharing of chat conversations. With a single click, you can provide a short overview of your discussion, making it easy for all team members to stay informed and aligned. Conversation Analytics Sentiment Analysis Gain valuable insights into the quality of your conversations through email and phone call analysis. Calculus AI can identify conversations that require attention, provide summaries, and highlight positive and negative signals, helping teams improve their communication. Call Quality Analysis Calculus AI takes a closer look at call quality, monitoring potential issues like long monologues, speaking speed, negative moods, and talk-to-listen ratios. By pinpointing these areas for improvement, your team can enhance call interactions. AI-Powered Dashboards Calculus AI offers specialized dashboards that provide actionable insights to both sales team members and leaders. These dashboards present relevant data and insights, allowing sales leaders to transform into effective coaches who help the team achieve their business goals. Intelligent Recommendations Next Best Action Calculus monitors actions on customer records in the pipeline and suggests the next best course of action. With intelligent and contextual nudges, customer-facing teams can stay on top of their tasks, ensuring that nothing falls through the cracks.

Best Time to Contact Save time and improve your conversion rate by reaching out to contacts when they are most receptive. Calculus AI analyzes historical data and data from various sources to recommend the optimal time for contact. Email Reply Assistant Calculus offers suggestions for email content when replying to customer emails, helping sales team members craft more effective and engaging responses. Impactful Predictions Deal Scoring With AI-powered deal scoring, you can make more accurate and granular assessments of potential deals. Calculus AI considers historical data and multiple signals, such as fit score, sentiment score, and engagement score, to predict the probability of winning a deal. Reliable Forecasts By improving deal scoring and recognizing subtle patterns that might escape human observation, Calculus AI provides more accurate forecasts regarding pipeline conversions. This helps sales teams plan and strategize effectively. Incorporating Calculus AI and GPT into Vtiger CRM opens up a world of possibilities for businesses looking to enhance customer engagement, streamline processes, and make data-driven decisions. This innovative integration is a testament to Vtiger's commitment to staying at the forefront of CRM technology. As we move forward in the digital age, embracing the power of AI and machine learning is not just an option; it's a necessity. Vtiger CRM's Calculus AI + GPT integration empowers businesses to work smarter, deliver exceptional customer experiences, and stay ahead in a competitive marketplace. Explore the possibilities of Vtiger One powered by Calculus AI + GPT and witness the transformation of your marketing, sales, and customer service endeavors. Unlock the full potential of your CRM system with Vtiger's Calculus AI + GPT integration. By utilizing these intelligent tools, you can drive your business forward with confidence, knowing that you have the support of cutting-edge technology to guide you at every step. In conclusion, the marriage of Calculus AI and GPT within Vtiger CRM is a partnership that promises to revolutionize customer engagement and streamline business operations. By harnessing the power of AI, businesses can provide top-tier customer service, make data-driven decisions, and achieve their sales and marketing goals more effectively than ever before. It's a glimpse into the future of CRM technology, and it's available today with Vtiger CRM.

[mindfiresolutions-blog]

Bridge between Magento and vTiger

Executive Summary

The customer had a CRM application (Vtiger) with inventory tracking and wanted product sales website using an existing eCommerce product (Magento) for quick turnaround. The challenge was to bring the CRM data to the web while keeping the CRM data in sync with the web based eCommerce application for inventory tracking, sales orders and customer management.

About our Client

Client Description: Custom software development company

Client Location: Vancouver, BC, Canada

Industry: Web  Application development

Technologies

Linux, Apache, MySQL, PHP, Magento, VTiger, CodeIgniter, SOAP API, XML, curl, Agile

Download Full Case Study

[magento-group]

Businesses have a wide range of chances to manage client interactions efficiently, optimize operations, and spur development by integrating a CRM system with Magento 2. Salesforce, Zoho, HubSpot, Vtiger, and Freshsales are among the top 5 best Magento 2 CRM integrations. Hire Magento Developers in San Francisco USA because they provide strong features and functions to boost customer interaction, boost sales, and provide great customer experiences.

[smackcoders]

A Complete Guide for Seamless Migration from Vtiger CRM to Zoho CRM

Are you looking for a way to migrate from Vtiger to Zoho CRM for your business needs? With Zoho CRM’s robust feature set and intuitive UI, you can quickly and easily transition from Vtiger to Zoho CRM, with the assurance that all your data will be securely migrated. With Zoho CRM, you can access the latest features and tools that will enable your business to stay competitive in the ever-changing business landscape. Make the switch to Zoho CRM today and take advantage of all the features and benefits it offers.

Begin with the plan: Pre-Migration Process

There should always be a plan before implementing any tedious process to make it successful. Migrating customer records from one CRM to another is not an easy task.

Follow the pre-migration steps given below for safe data migration.

Analyze Your Data

Before beginning the migration process, carefully analyze your current Vtiger data. Make sure all data is up-to-date and organized in an easy-to-understand format. Pay special attention to customer data, as this is the most critical piece of information that needs to be migrated.

Clean up outdated and error records

You should check all the records once or twice for outdated or error records. Be sure not even a single record is outdated or incorrect and delete it before migrating it to your new CRM. Deleting unwanted records will save most of your precious time while on migration. For example, if there are records owned by staff who are no longer employed with the organization, you can either assign those records to active employees or update the .csv with the current employees’ email addresses. Additionally, if you want to attach notes to the Contact records and the parent ID is not the same as in Zoho, you can take advantage of vLookup in Excel to supply the correct parent ID. These changes should be made beforehand to ensure a successful migration. In some cases, it may not be necessary to rework the data and you can simply migrate after you have exported it from your system.

Create a Backup of Your Data

Before making any changes to your Vtiger system, be sure to create a backup of your data. In case something goes wrong during the migration process, this will guarantee that you have a copy of all of your data.

Choose the Migration Tool

Once you have analyzed your data and created a backup, it is time to choose a migration tool. There are several options available, so it is important to plan how you migrate your CRM record from Vtiger CRM to Zoho CRM.

There are two methods for data migration.

Import/Export(.CSV files)- Time Consuming. Saves Money

Third-party integration-  Saves Time and Effort

Map your CRM data

The process of data mapping is crucial when switching between CRM platforms.

Knowing where your data should reside once it has been migrated is crucial, and the pre-migration process is the ideal time to assess your present data library and make any necessary changes so that you can use your data more effectively.

Simplifying the Complexity of Migration with Checklists

Don’t miss a thing. Check all the checklists to ensure that you are ready to go for the safe data migration from Vtiger to Zoho CRM.

File Format: Only the file in .csv format will be imported into the Zoho CRM.

File Size: The file size of your imported files can be a maximum of 8 GB. You can migrate up to 200 records at one time.

Structure of your Zip file: On opening your .zip file there should only be your .csv file. There should not be any folders there. If any folders exist it will show an error while inserting the file. 

Restricted characters for import: The exported files with the following characters are not allowed for importing records in Zoho CRM.Vertical bar (|)Angle brackets (<>)Double quotation marks (“)

Field Names: Ensure that the first row of data in the source file contains the column headings, also known as field names, instead of the actual data values. This will help to identify the data when mapping it to the existing fields in Zoho CRM. The column names and the field names should be the same.

User’s Data: When transferring user information to Zoho CRM, you need to ensure the Owner ID field from the file is matched with the corresponding field in the CRM. For instance, when migrating leads, the Lead Owner ID should be mapped to the related field in Zoho CRM.

Update Mandatory fields: You must ensure that your lead import file includes data for all the mandatory fields in Zoho CRM. For example, the “Last Name” field is mandatory, so you must make sure the “Last Name” column in the import file has values, even if the data is “not provided” or “none”. If there are any records that lack values for the mandatory fields, they will be ignored when imported. You will have the option to fill in the missing mandatory values during the migration process.

Multi-select fields in picklists: The values of the import files should be separated by the semi-colons.

Checkbox type fields: The checkbox type field has two values: enable or disable. It could be converted in Zoho as below:If the checkbox is selected, then it is True or 1. If the checkbox is not selected then it is False or 0.

Drop-down lists: There must be a match between the dropdown lists’ presented data values and the associated Zoho CRM fields. For example, if you want to import account information that includes a value for the Industry Type drop-down list, be sure that the drop-down list already has all the industry values from the source file before importing the account information. If the values are missing, you must either change the values in the source file to correspond to the values already present in Zoho CRM or request your administrator to add the missing values. Even if the values are missing, they still can be added. 

Blank rows in the imported files: If there are more than ten blank rows in the file, the file may have reached its conclusion. Data after the empty rows will not be imported. Make sure there are no empty rows between the data rows.

Migrating Users: The user with a separate Zoho CRM account cannot be migrated. The user will be added to the company’s account only when he closes the separate account.

Migrating Tags: Only 10 tags of the imported records will be migrated to the Zoho CRM. If there exist more than 10 tags, then it will migrate the first ten tags of the imported record files. The tags in the imported files should be in .csv format.

Data duplicates: It is hard to check for data duplicates while on migration. So you can skip or overwrite records in CRM. And the record will be migrated as it is.

Map the Mandatory fields: The table below lists the modules and the Zoho-defined required fields for each. When you import, please make sure you map these fields. Each module might have more mandatory fields, yet, you can always alter and mark the fields as optional if necessary.

Modules

Mandatory Fields

Leads

Last Name

Contacts

Last Name

Accounts

Account Name

Events

Title

Tasks

Subject

Deals

Deal Name

Closing date

Stage

Invoices, Quotes, Sales Order

Subject

Purchase Order

Subject

Vendor name

Price books

Price book name

Vendor

Vendor Name

Campaigns

Campaign Name

Calls

Subject

Call type

Products

Products name

Cases

Case origin

Subject

Status

Solutions

Solution title

Step by Step instructions to Migrate your records from Vtiger to Zoho CRM

Smoothly transition your data and migrate records from Vtiger to Zoho CRM in just a few simple steps.

Export all the records in the essential modules of Vtiger CRM

Step 1:Login to your Vtiger account

Step 2: Navigate to the module you want to migrate those records. You can select any number of records or select all records based on your business needs.

Step 3: First I have selected the contact module.

Step 4: On the List view click on the More option.

Step 5: Select the Export option from the drop-down.

Step 6: Choose any one of the below options based on your business needs

Export Selected records

Export data on the current page

Export all data

Step 7: Finally click on Export Contacts.

Now all your Vtiger contacts have been exported in a .csv format. Follow the steps explained above to export all the records from all the modules in Vtiger CRM.

Once done with exporting all the required modules, we now move on to the migration process.

Note:

If you are exporting a record in which organization and deals are related then it will be prefixed as accounts in the exported .csv file. For example, all my contacts are related to the organization name. In the exported .csv of my contacts module, the organization name is prefixed with the term Accounts.

Here the term Accounts refers to the Organisation whereas the term Deals refers to the Potentials.

Let’s Import all the exported Vtiger records into your Zoho CRM

In Vtiger CRM you need to export each module one by one. But in the Zoho CRM, we have a migration wizard where we can import all the modules at once.

Step 1: Sign in your Zoho account

Step 2: Migration Wizard

Navigate to Settings and select Import on the Data Administration.

You will be landed on the Zoho Migration Wizard.

As Vtiger CRM is not listed, select “Other CRM”. 

Now enter the name of your source as Vtiger. And Click on Continue

Step 3: Now it’s time to upload all the exported files from Vtiger

You can drag and drop or browse the exported Vtiger files.

Here only .csv files are supported.

Browse all the CSV exported files of all the Vtiger modules one by one.

Once finish uploading files of all the modules, click on Next.

Now Zoho CRM will process your data. The processing time will depend on the file size /number of files.

Step 4: Module- File Mapping

After processing all the files, it will lead to the tab Module- File Mapping. Here all the mapped files and unmapped files are displayed.

Based on the file names in Zoho CRM, the majority of Standard modules will automatically become associated with the system.

You can map all the unmapped fields with their related Zoho fields in the module widget. (For example, the Organization Module in Vtiger CRM is referred to as Accounts in Zoho CRM. And Project Tasks are referred to as Tasks).

Once you map all the fields, click on Next.

Note:

Creating Custom Modules: In case you are having files that are unmapped, then create a folder by clicking on the Create New Module button and add the appropriate files to that module.

If you have to map your custom modules then you are provided with two options:

Your file will move to the unmapped section and ask for the suggestion. When you click OK, your custom module will be created.

Based on your custom file, you can also create a custom module from unmapped.

Now click on Next.

Step 5: Field Mapping

Map all the fields of mapped modules one by one with the related Zoho Fields.

Refer to the table above for the mandatory fields of all the modules. All the mandatory fields should be mapped for the succeeding action.

Once you mapped all the fields of all the mapped modules click on the Save and Next button.

You can also add new fields for your essential modules or custom module by clicking on Create New Fields.

Now you can select the fields for which you want to create the custom fields.

Map all the fields and choose the appropriate Field type from the drop-down corresponding to the desired field.

Once selected all the field types, click on Create.

Step 6: Review your files

The Review tab displays all the modules that are going to migrate, the Number of Mapped fields, number of unmapped fields. You can easily review from here whether all the modules are included properly, the number of files, mapped fields, and unmapped fields.

If you find anything went wrong, then move back to the process, make the changes you need, and come back to the migration.

When you are done with all the data provided click on Start Migration.

Step 7: Finish Migration

The Data Migration Process will start. It will display all the module names, the Status of migration related to the particular module, the number of records added and skipped, and the total records of each module.

That’s it.  Your records are safely migrated to the Zoho CRM. Now you can get started with your business activities with the new Zoho CRM.

Post-Migration- Double-check the migrated records

After you’ve taken the time and effort to migrate your data, make sure to take the extra step of verifying that everything went as expected. Going through the process of examining the data for any irregularities or inconsistencies helps you ensure a smooth transition and can save you from headaches down the road. Don’t trust the migration process blindly, double-check it! Make sure the data looks exactly as it should, that all addresses, names, and dates are correct, and that there are no formatting issues. With this extra bit of diligence, you can rest assured that your data has been successfully transferred.

Summing Up

Migrating from Vtiger CRM to Zoho CRM can be a daunting task, but it doesn’t have to be. With the right tools, support, and guidance, you can easily and quickly transition your data from Vtiger CRM to Zoho CRM. Not only will you enjoy Zoho’s advanced features and integrations, but you’ll also be able to stay organized and up-to-date with the latest technologies.

Though you can manually migrate all records from Vtiger CRM to Zoho CRM, it takes a lot more time, effort and resources to plan, manage, review, and follow up the migration process. It is ok to migrate manually if you have limited files. But in the case of migrating huge files, it is hard to analyze and review “Whether all the records have migrated safely”. There’s room for confusion here.

If you’re looking to migrate from Vtiger to Zoho CRM without losing data? Look no further! We offer a safe and secure migration service that ensures no data loss during the transition. Our team of experts will help you make the switch quickly and easily, so you can focus on what matters most – growing your business. We understand that data loss is a major concern for businesses, so we have developed a secure and reliable migration process that guarantees no data will be lost during the transition.

If you need the best customization and migration of Zoho CRM? You can contact us at support@smackcoders.com We provide efficient technical support for migrating your bulk data. We are responsible for the efficient data transfer from your Vtiger CRM to Zoho CRM.

Don’t wait any longer – make the switch to Zoho CRM today with our no-data-loss migration service!

[antraweb]

Tally-VTiger Integration Revolutionizes Accounting And CRM

The integration of Vtiger CRM with Tally represents a significant advancement in business technology, offering enhanced capabilities for small and medium enterprises (SMEs) seeking automation and growth.

By combining the strengths of Vtiger's comprehensive CRM functionalities with Tally's robust accounting features, businesses can achieve a holistic view of their operations. This integration enables smoother collaboration between sales, marketing, and finance teams, ensuring seamless data flow and improved collaboration across departments.

Moreover, the integration empowers businesses with advanced reporting and analytics, allowing them to monitor key performance indicators (KPIs) effectively. With consolidated insights into sales, financial performance, and customer behavior, organizations can make data-driven decisions and optimize strategies for business expansion.

This integrated approach not only saves time and reduces manual effort but also fosters a more efficient and agile business environment. To delve deeper into how Vtiger CRM and Tally integration can drive your business forward, click on the following link:

Tally-VTiger Integration Revolutionizes Accounting And CRM

OR

Visit Our Website: Antraweb Technologies Pvt. Ltd.

[prachireport-prime1]

Online CRM Tools Market Growth, Trend, and Prospects from 2023–2030

Online CRM Tools Market Growth

The Online CRM Tools Market is expected to grow from USD 45.30 Billion in 2022 to USD 123.40 Billion by 2030, at a CAGR of 15.40% during the forecast period.

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Online CRM Tools Market Size

Online CRM tools are software applications used by businesses to manage customer interactions across various channels such as email, phone, and social media. The global market for online CRM tools is segmented by type into cloud-based and web-based, by application into SMBs and large enterprises, and by region into North America, Asia Pacific, Middle East, Africa, Australia, and Europe. Some of the key players in the market include Salesforce Sales Cloud, HubSpot CRM, Zoho CRM, Copper, amoCRM, Freshsales, bpm’online CRM, Teamgate CRM, Really Simple Systems CRM, Agile CRM, Yetiforce CRM, SutiCRM, InStream, Vtiger CRM, Bitrix24, SeoToaster CRM, Breezz, RepairShopr, Yonyx, and Wakeupsales. Regulatory and legal factors specific to market conditions include data privacy laws, such as the General Data Protection Regulation (GDPR) in Europe, and several laws in the US, such as the Sarbanes-Oxley Act and The Electronic Communications Privacy Act (ECPA) that govern data collection and management. Adherence to these regulations is critical for online CRM vendors to build customer trust and maintain their market position.

Online CRM Tools Market Key Players

Mazor Key Player is listed in the Online CRM Tools

Salesforce Sales Cloud

HubSpot CRM

Zoho CRM

Copper

amoCRM

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Online CRM Tools Market Segment Analysis

The target market for online CRM tools includes businesses of all sizes and industries that aim to manage customer relationships effectively and improve customer satisfaction. The use of online CRM tools has gained traction as more companies shift towards a customer-centric approach in their business operations.

The major factors driving revenue growth in the online CRM tools market are the increasing demand for personalized customer experiences, the rising adoption of cloud-based solutions, and the growing trend of mobile CRM applications. Additionally, businesses are increasingly realizing the benefits of centralized customer data management and the automation of routine tasks such as lead tracking and follow-up.

The latest trends in the online CRM tools market include the incorporation of artificial intelligence and machine learning, the integration of social media, and the use of chatbots for customer interaction. These trends enable businesses to improve their ability to analyze customer data and engage with customers through multiple channels.

However, the online CRM tools market faces major challenges such as data security concerns, integration with legacy systems, and the lack of skilled professionals with knowledge of CRM tools’ capabilities and effective implementation strategies.

The report’s main findings suggest that investing in cloud-based CRM solutions can deliver significant benefits such as cost savings, accessibility, and flexibility. Furthermore, incorporating advanced technologies such as AI and machine learning can enhance customer engagement and improve business insights into customer behavior. The report recommends that businesses prioritize data security measures and invest in effective CRM implementation strategies to maximize the benefits of online CRM tools.

This report covers impact on COVID-19 and Russia-Ukraine wars in detail.

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Market Segmentation (by Application)

SMBs

Large Enterprises

Information is sourced from www.reportprime.com

[elisionvoipsolutions]

Major Services Offered by Elision Technologies

Elision Technologies Pvt. Ltd, more popularly known as Elision, is a leading VoIP company. For more than twelve years, it has been offering different VoIP solutions and services. There are hundreds of businesses all across the globe, which use its different solutions or services. In this article, I will share the details of the top five services the company offers in the VoIP sector.

1. Hosted Call Center Solution

After offering an omnichannel call center solution for many years, Elision has launched a hosted call center solution. It means the company offers call center services based on the SaaS model. It has many amazing offerings for its customers that use the call center services of Elision. Some of the offerings are listed below:

Contact center suite

Unified communication channels

Pay as you go model

Telco connectivity

Unlimited calling

And more

2. VICIDial Customization

Elision has a team of VICIDial experts that offer customization and custom development for VICIDial. VICIDial open source call center solution users can take advantage of any of the below mentioned services from Elision:

Customization of an existing module

Ready to use modules

Custom development

Performance enhancement

And more

3. vTiger Customization

Along with various VoIP services, the company also offers services in one of the most popular open source CRM solutions, called vTiger. The specific mention of vTiger related services in the list of VoIP services offered by Elision is made because there are many services that are related to VoIP solutions. Some of the major offerings of Elision for the vTiger CRM solution are listed below:

Custom module or feature development

VICIDial vTiger integration

Custom call center software integration into vTiger solution

And more

4. Custom Development

As mentioned earlier, for more than 12 years, Elision has been catering to its customers with different VoIP solutions and services. The company has a team of VoIP experts that have been performing development and other similar jobs in major VoIP technologies. Thus, Elision offers VoIP development services in all major VoIP development technologies such as:

Asterisk

FreeSWITCH

WebRTC

OpenSIPs

Elision has a team of VoIP experts that can build any kind of VoIP solution with custom features using any one or more than one VoIP development technology.

5. Hire a VoIP Developer

Along with VoIP development, Elision also has a resource hiring model for its customers. As per the nature of the project or depending on the business needs, customers of Elision can hire one or more VoIP developers from the company. Some of the well-known hiring models offered by Elision are as below:

Hire an Asterisk developer

Hire a FreeSWITCH developer

Hire an OpenSIPs developer

Hire a WebRTC developer

Hire a vTiger developer

Hire a VICIDial developer

Hire a FusionPBX developer

Hire a FreePBX developer

Hire a VoIP project manager

And more

These are the top 5 VoIP services offered by Elision. There are many more services and solutions it offers in the VoIP sector. To know more, visit

https://www.elisiontec.com/

[brainstreamtech]

 BrainStream is a leading CRM software & mobile application development company in India offering web development, E-commerce App development services with the Best quality at an affordable price.

[woocommercecrm]

Vtiger Modules for Enhanced Customer Experience and Better Business

Take Customer Satisfaction to New Heights with Vtiger Customization

Vtiger modules are gaining immense popularity across business sectors for a wide array of benefits they offer, with customer satisfaction being one of the most important objectives for them. It is a proven fact that giving quality services to customers enhances the image of an organization and builds trust in the minds of its customers. In today’s technology-driven world, tools like Vtiger customization, which are designed to accelerate the performance of every unit of the business as well as create a positive image, are considered the best to achieve customer loyalty. More and more businesses are therefore adopting tools like Vtiger personalization which provide high-quality services, convenience, and satisfaction by personalizing Vtiger CRM.

How Vtiger Customization Boosts Business Prospects through Customer Satisfaction

Key highlights of Vtiger Customization include its ability to cater to every business management and marketing functions smoothly and reliably. It boasts of the greatest level of that enables you to enhance functionality in key business areas to an incredible extent.

Vtiger modules are a pro at taking marketing and sales support to new levels. In addition, you can also look forward to avail of the following with Vtiger by your side:

Powerful lead generation

Enhanced customer engagement

Automated customer support services, inventory management, and even report building

Coordinated and well-structured project management functions and more.

In addition, Vtiger Customization is a versatile tool that syncs well with solutions like WordPress, WooCommerce, and others. It means Vtiger customization can provide an even better customer experience to your business when it joins forces with other tools. It allows Vtiger to exchange data with others smoothly, optimize customer details and input advantageously and expand the range of functions that can be performed for streamlining key elements for good.