Reach CRM Implementation

Scope of Work and Features


Vtiger is more than just a CRM. With built-in solutions that range from email marketing, to activity and project management and beyond, Vtiger CRM On Demand truly is a one-stop organization management solution for most businesses


Email Marketing

In just 4 steps, target, build, and send beautiful, relevant emails to your leads and customers that drive action, then view audience engagement to see what grabs their attention and build increasingly successful future campaigns. Finally, empower prospect and customer facing teams with engagement information and insights to help them better identify interests and drive new revenue opportunities.

Build3

Projects1

Project Management

Create projects associated with customers or support cases. Set project milestones and assign tasks to users or user groups. As the project progresses, use the comment system and file attachment to keep everything together, and along the way, keep track of progress and recent events on the summary page.


Customer Portal

Professionalize the customer experience by providing customers with access to a tailored customer portal. Use it to maintain a channel of communication and to share records and files. Customers can also submit customer service requests through the portal for more professional case management.

Portal

Calendar

Calendar and Task Management

Use the Vtiger calendar to create, assign, and manage tasks and events associated with opportunities, customers, cases, or other records. Set calendar visibility between employees and managers, and configure event alerts, from in-window pop-ups to emails.


Reporting

Pull data together from any field of any record in Vtiger using reports. Segment the data using conditional filters, and perform basic calculations directly within Vtiger, or export the data via CSV or XLS for further analysis.

Analyze3

Files

Document and File Management

Store and organize files using Vtiger’s document management system. Associate files with opportunities, projects, or other records, and disseminate files directly through emails or from within Vtiger.


Teams & Access Control

Control the organizational hierarchy and team structures. Use it to enable managers to see employees’ calendars, and to determine who can access various CRM areas and see, edit, and delete records.

Access Control

Inventory

Inventory Management

Organize and keep track of your product volumes and services, use price books to set different pricing rules for different customer groups, use purchase orders to place orders for products from associated vendors, and send and track e-payment and other payment requests for goods and services.


Integrations and Extensions

Integrate with Outlook, Gmail, Google Contacts and Calendar, Microsoft Exchange, Quickbooks, phone call systems, and much more. Use the integrations to place, receive, and log phone calls, send invoices to accounting, make and receive payments, and more.

see integrations

About the Author

Hi! I'm Ahmad. I have a degree in Computer Science from Birzeit University and you might call me a bit of computer geek. I am the Founder of Greenbackend Turnkey Solutions a leading Cloud and Hosting Company in the Middle East, Also I am the Founder of Ahmad Naser Turnkey Solutions in Harvey, LA, USA. I'm comfortable with a large range of languages and techniques. After implementing enterprise applications using Salesforce and Siebel CRM for 3 years and with professional experience in building websites, cloud apps, iOS apps, Unity games, Android mobile apps and educational games for 8 years. I decided to share my technical knowledge with people all over the world to benefit from my experience and build their own careers specially because I am a real world example with over 20 successful apps on Google Play Store, Asset Store and Apple Store, So your success is mine and I want to help you reach your goals step by step exactly as I do. I'm passionate about teaching people about technologies, so from time to time I gave courses online and in learning centers and teach beginners and professionals on many technologies and development frameworks. One of my greatest goals in life is growing the next generation of software professionals and to keep teaching programming at every opportunity I get. I can't wait to help you experience the achievement and financial freedom that having a deep understanding of technology brings. So why not start learning to design & develop now by joining our epic Unity 3D professional 2d game development course? See you soon! Ahmad

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