vtiger CRM

vtiger CRM
Developer(s)	vtiger
Initial release	December 29, 2004
Stable release	8.2.0 (May 15, 2024; 6 months ago) [±]
Preview release	none [±]
Written in	PHP, Javascript
Operating system	Cross-platform
Available in	Multilingual
Type	Customer relationship management software
License(s)	Mozilla Public License 1.0
Website	vtiger.com

vtiger CRM is an open-source web-based customer relationship management (CRM) application developed by vtiger. In addition to the free vtiger CRM software, the developer also offers users a fee-based hosting and support service.

Product history

In November 2004, a core development team based in Bangalore, India released vtiger CRM, a forked version of SugarCRM 1.0.^[1]

On July 28, 2010, vtiger announced vtiger CRM On Demand, an open-source, fee-based SaaS version of vtiger CRM.^[2]^[3]

In a response to a December 2012 blog post about updates to vtiger, marketing and operations manager Kieran Kay stated an update to the community edition of vtiger isn't likely until at least "the first half of 2013."^[4]

Features

Features include^[5]:

customizable product entries
inventory management
quotations and billing
trouble ticketing)
customer self-service portal
lead generation
campaign support
knowledge bases
analysis and reporting
integration with corporate e-mail systems
Asterisk PBX phone system support
calendaring
tag cloud functionality
RSS feed support
document management

In addition, vtiger features multiple database support, security management, and various web forms. The project is available in over 15 different languages.

Hardware/software requirements

Hardware and software requirements (database, PHP version, etc.) will vary depending on the type of installation you do. To see the various requirements, choose the "Installation" link from the "Open Source Releases" section of the vtiger wiki for the version you wish to install. Afterwards, pick the operating system and install file you wish to use.

Videos, screenshots, and other media

Screenshots and a live demo for vtiger CRM can be found on the vtiger open source page.

Additional help videos can be found on vtiger's YouTube channel.

Training resources

Click2eLearn

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Click2eLearn is a privately owned company offering high-quality and low-cost web-based training and tutorials for primarily open-source software platforms. The company offers over 130 tutorials on the open-source customer relationship management (CRM) application vtiger CRM. Training plans begin at $33 per month.

Tutorials are broken down into eight categories:

Getting Started: Concepts and Tips - These related tutorials focus on the basics of vtiger CRM, including aspects like home page layout, zooming tools, user preferences, and archiving tools.
Getting Started: Settings - The tutorials in this series focus on how to fully adjust the various settings of vtiger CRM, including user management, access management, template management, and other important tools.
Operations: Data Entry - These related tutorials explain the data entry processes used in various sections of vtiger CRM.
Operations: Value Generation - These related tutorials introduce the concepts of leads and potentials as well as the list, e-mail, and support tools associated with those concepts.
Operations: Reporting and Analysis - The tutorials in this section explain the standard and custom reporting tools of vtiger CRM as well the various report types.
Data Export and Import - These tutorials explain in depth how to import and export data in and out of vtiger CRM.
Customizing: End Users Zone - The tutorials in this section specifically deal with vtiger's customer service tools.
Add-ons: Installation and Configuration - These tutorials explain how to integrate Thunderbird, MS Outlook, and MS Office functionality into vtiger CRM.