CUSTOM VTIGER CRM & WIX WEBSITE BUILD PACKAGE

TAKE COMPLETE CONTROL OF YOUR BUSINESS.

What it is

This is for businesses looking for complete structure and control customised to their business. The systems are all interlinked beyond the CRM, the website will also communicate directly. It includes the website design as well as CRM design. This is the total package your business needs.

Inclusions

• CRM account setup on Vtiger & Website Design on WIX platform.

• Core modules configured:

  • Leads

  • Contacts

  • Organisations

  • Deals / Pipeline

  • Projects

  • Custom Quoting

  • Custom Invoicing

  • Custom Receipts

  • Employees

  • Timesheets

  • Meetings

  • Questionnaires

  • After Sales Systems

  • 3x CUSTOM MODULES

  • Integration of Forms into Website

• Custom dashboards (5 dashboards tailored to your needs)

AUTOMATION, INTEGRATION & CUSTOMISATION

• Email integration (Gmail / Outlook)

• 20x Basic automation:

• 20x Advanced Automations

• Total of 100 custom fields to be used in any module

• 5x Integration to external platform (Xero, Website Form or 5 integrations via Zapier)

• 10x Reporting Automations

• 10x Custom Print Forms / Documents

• 5x Branding and digital designs for documents used on CRM and Website

• Data import (up to 20,000 records)

TRAINING

• 1x onboarding session (120 mins)

• 5x post onboarding training Q&A (60 mins)

Website Design Information

• Service based websites providing the complete LEVEL 2 - STRATEGY WEBSITE BUILD plus...

• Providing design and build for Home Page, Contact, Services, About Us and more as needed Up to 10 Pages

• Hidden pages that are accessible by link or password only for CRM integrations, employee or client access.

• CRM Automations linked with website

• Custom CRM integrated forms and questionnaire designs hosted on desktop and mobile

• Included photoshop and lightroom edits to existing customer provided imagery

• Included new imagery and icon creation (Max. 30 total)

• Included brand assistance and guidance discussions (60 min Q&A session)

Exclusions

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

• No E-commerce website builds

• No product imports

• No photography

• Ongoing Support & Optimisation by Request Only