VTIGER CRM BUILD PACKAGE

FOUNDATION BUILD TO START YOUR NEW BUSINESS RIGHT.

What it is

Basic CRM setup so the business starts off on the right foot, on the right platform. Stop losing leads at the beginning and starts tracking activity properly. This is the core foundation where I will design and integrate the contacts, organisations and sales modules to function together.

Inclusions

• CRM account setup on Vtiger

• Core modules configured:

  • Leads

  • Contacts

  • Organisations

  • Deals / Pipeline

  • Basic Quoting

  • Invoicing

• Basic pipeline design

• Basic dashboard (sales + activity visibility)

AUTOMATION, INTEGRATION & CUSTOMISATION

• Email integration (Gmail / Outlook)

• 2x Basic automation:

  • Lead capture → CRM

  • Simple follow-up reminder workflow

• 2x Advanced Automations

• Total of 10 custom fields to be used in any module (light customisation)

• 1x Integration to external platform (Xero, Website Form or 1 integration via Zapier)

• 2x Reporting Automations

• 2x Custom Print Forms / Documents (branding and digital designs must be provided by client)

TRAINING

• 1x onboarding session (60 mins)

• 1x post onboarding training Q&A (60 mins)

Exclusions

• No data migration

• Any ongoing fees or upgrade fees from external platforms such as Vtiger, WIX, Zapier and more.

• Ongoing Support by Request Only