You can share this information with vtiger users or customers (through customer portal plugin).

What if you would like to share the information with external users who do not have access to customer portal or vtiger?

faqportal plugin helps to achieve this goal. Give it a try today [download | documentation ] and share your feedback.

Current SaaS Market and Vendor lock-in

Most CRM providers serving the SMB market (and even large enterprises) are now offering a SaaS option to their clients. The convenience of the SaaS option is well-known –  but the existing CRM SaaS offerings are based on proprietary platforms that do not allow companies customize their cloud version nor do they offer the flexibility to later move their CRM on site.  Customers have long wanted the control to change, extend, and customize their CRM instances and tailor them to their own business needs when necessary. The cloud-based CRM offerings in the marketplace have not allowed customers to make any changes to their cloud-based services.  That is until now.  vtiger CRM On Demand changes the rules.

True open source in the Cloud

vtiger CRM now brings SaaS to SMBs with all the benefits of “true” open source and cloud computing - a value packed combo.

1. vtiger CRM On Demand enables clients, partners, resellers, and system integrators to change, extend, or customize an individual CRM instance. Most other popular CRM cloud-based offerings do not let customers make changes to their cloud-based versions.
2. vtiger CRM On Demand clients can take advantage of third party components and Add-ons to extend the base functionality of the CRM instance. Clients can tap into the communiy for low-cost Add-on, extensions and services with absolute ease.
3. vtiger CRM on Demand application is exactly the same version as the free vtiger CRM open source edition. Clients are not locked into a vendor offering - they can migrate from the cloud-based version to the in-house version because both versions use the same application code and data schema.

vtiger CRM On Demand Features

• No Installation necessary
  • The client instance is provisioned automatically on an Amazon server within just a couple of minutes after signup
• Upgrades included
  • Each instance will be upgraded to the latest version of vtiger CRM soon after it is released publicly
• Full CRM capabilities  
  • All the vtiger CRM features are included in the On Demand service
• Security
  • CRM database and files are backed up frequently
• Freedom from vendor lock-in
  • If the client chooses to stop using the service, they can install the vtiger application locally on their server and take their data with them.
• Customization
  • Clients could have custom vtiger CRM instances.

Price

vtiger CRM On Demand is priced at $12 per user per month

For custom instances, the service fee is $24 per user per month. Additional pricing details can be found at http://ondemand.vtiger.com/pricing.

Switching to vtiger CRM On Demand

We offer migration services to clients interested in switching to vtiger CRM On Demand from other CRM platforms.

Partners

vtiger CRM On Demand Reseller program offers partners a viable opportunity to grow business and create a recurring revenue stream. More details can be found on http://ondemand.vtiger.com/partners

Here is a video overview of the IPhone app.

Key Features of vtiger CRM Mobile Iphone app

• Access to most of the CRM data including Contacts, Leads, Accounts, Potentials, Campaigns, Products, Quotes, Invoices, Sales pipeline
• Read & Write - You can edit records, and create new CRM records from this app for most of the modules
• Alerts - Get notified about upcoming tasks, potentials, tickets.
• Offline support - Access your CRM data and update it even when your phone is not connected to internet.
• Card Scanning - Take a picture of a business card and let vtiger CRM Mobile extract the text automatically when creating a new Contact, Lead or Account.

Requirements

• Your CRM should be accessible to your iPhone network (for successful setup and sync operations)
• You should have the URL of your vtiger CRM installation, and proper login credentials to login to the application.
• vtiger CRM Mobile works with vtiger CRM 5.1 and 5.2 versions. For 5.1 version, You should install the Mobile module (and dependent patch), please refer:http://vtiger.com/mobile for more information.

vtiger CRM Mobile will be a paid app. During the next couple of weeks, however, we have made it available for free on the App store.

To ease the navigation through the related modules, a new drop down list is shown on hovering on the More Information tab.

On selecting any of the related module`s, you will be shown the list of related records.

A new minimize button has been added on the right hand side of the related module.

On using the left side minimize button, the list would be expanded by default even after moving away from the page and returning back.

On using the right side minimize button, the related list would be minimized for the complete session.

You can see a short video on this feature below.

PS : This video is for vtiger 5.2 VB2, we recommend users not use validation build in their production environment.

They are focusing on getting ready to tame product and engage with several initiatives
planned down the road.

I hope you would be happy to welcome them too.

Regards,
Prasad
vtiger Team

crm-now’s cost effective CRM solutions have been available in Europe for over 6 years. This service is now available for small and medium size US companies that do not have the resources to deploy, manage, and support their own vtiger installation. See Illuminetic.com for more information.

This feature allows you to add comments to records in Leads, Accounts, Contacts, Projects & Project Tasks modules.

You can add a comment from the respective record or create a new comment from the comments module and relate it to the intended record.

The comments added are timestamped which lets you track when a comment was added and by whom.

You can see a short demo below.

PS : This video is for vtiger 5.2 VB2, we recommend users not use validation build in their production environment.

Gadget URL: http://vtigerextensions.googlecode.com/svn/iGoogle/trunk/vtigergadget.xml

Watch the video, give it a try and let us know your feedback.

Thanks to Mithun (from University of Illinois at Urbana-Champaign, IL) who made it possible to provide the vCard Import feature for the extension.

You can download vCard-2.0.zip which is provides vCard Export and Import ability for vtiger CRM. Please read the documentation to know more about installation.

• if you are a developer, then you can contribute patches for issues on trac.
• if you are a end user, then you test/validate the product either on the demo server or on your locally machine and report issue on trac. click here for help on how to get started, you can download from here
• finally can review/add documentation for feature(check policy here).

next, we want to organize a collaborated effort periodically for concurrency and load testing, please forward a email to info at vtiger dot com.

for vtiger crm 520 release, we looking at new currencies to be added to the existing list,

so far we have identified,

• UNITED ARAB EMIRATES
• Jordan Dinar
• Zambian Currency
• Kuwaiti Dinnars (KD)
• Kenya, Tanzania or Madagascar.

as the currencies to be added, if there are few other currencies which we have missed then please leave a comment or send an email to info at vtiger dot com

finally, we have revamped our exe installer, any feedback on the same will be helpful.