VTIGER CRM BUILD PACKAGE

FOR AN EXISTING, STRUCTURED BUSINESS

What it is

This is for businesses looking for near enterprise level of structure and control. The systems are all interlinked, in depth, they automate and save significant time and resources in your business. This is well beyond a basic CRM.

Inclusions

• CRM account setup on Vtiger

• Core modules configured:

  • Leads

  • Contacts

  • Organisations

  • Deals / Pipeline

  • Projects

  • Custom Quoting

  • Custom Invoicing

  • Employees

  • Timesheets

  • Meetings

  • After Sales Systems

  • Integration of Forms into Website (code provided but must be designed and installed into website by your web developer)

• Custom dashboards (4 dashboards tailored to your needs)

AUTOMATION, INTEGRATION & CUSTOMISATION

• Email integration (Gmail / Outlook)

• 10x Basic automation:

  • Lead capture → CRM

  • Simple follow-up reminder workflow

• 10x Advanced Automations

• Total of 70 custom fields to be used in any module

• 3x Integration to external platform (Xero, Website Form or 3 integrations via Zapier)

• 8x Reporting Automations

• 10x Custom Print Forms / Documents

• 2x Branding and digital designs for documents used on CRM

• Data import (up to 10,000 records)

TRAINING

• 1x onboarding session (120 mins)

• 4x post onboarding training Q&A (60 mins)

Exclusions

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

• Ongoing Support & Optimisation by Request Only