Customize Vtiger CRM, Customize SugarCRM all by yourself or fill up the form at Request a Quote and we’ll do it for you

customize crm

You read it right! These CRMs are one of the most robust and widely used reliable free open sources. Now since they are free so why not use them as a replacement to the complex Excel spread sheets? That’s just in case if you are still using Excel to manage your company operations. You need to hire a crm developer to customize Vtiger CRM or customize SugarCRM for your company.  But with us there is more to it than just getting it developed by a developer.

With us, you have the chance to completely configure the CRM, and this option genuinely serves your interests. True, keep on reading. By following the CRM customization documentation provided at our website and using the admin privileges and features bundled within it, you can customize CRM application all by your self on the available Demo. You can experiment with it freely in this manner before contacting us about customization. With this strategy, the overall development costs are reduced by around 30%.

You may customize CRM without any programming knowledge

Many clients come to us asking what is a CRM all about? And isn’t it too costly to invest in a CRM setup? Or just how will their business benefit if they start using one? No more confusions now – we just made it quite simple and reasonable. Simply subscribe to our USD8/month* Vtiger CRM plan with us from the page at Installing Software and start customizing it using the documentation above until you are 100% familiar with it.

Our observations show that most customers who follow this technique complete 20% to 30% of the customization on their own. And in the meantime, they get the chance to fully comprehend what a CRM is all about. Therefore, they are in a good position to instruct us with their further custom requirement. Thus saving on cost and frustrations.

So how does this all work? When you purchase a CRM instance from us, your account is set up and ready to run your own CRM. You can now start customizing it with the help of the tutorials/documents available to support it. Remember just when you are done doing your part and wish to involve us to customize/integrate the CRM further then please fill up the form at Request a Quote page. But before you do that you will need to prepare a wire frame/document describing in detail your actual requirement. We will carefully analyze your request and get back to you as soon as we can. You will receive both the exact time frame required to finish your job and the fixed amount we will charge.

Personalization: CRM Customize on Your Own

Various extensibility and customization features enable administrators/you to customize CRM to meet the needs of a growing business. Some of these capabilities include:

  • Adding custom fields in forms and reports
  • Dragging & dropping tabs to emulate unique sales processes
  • Specifying allowed values in drop-down fields
  • Changing the user interface’s look and feel using customizable themes
  • Various Add-ons to extend functionality and interface with other products
  • APIs for integration with other applications
  • Freedom to modify installations to meet unique business needs

Click here to start customizing CRM on your own and Boost Your Sales Volume

customize crm software

The link above will show how to manage your CRM so that it works best and most effectively for you. The ability to specify your company’s information, including your logo, is provided. This information will be shown on both the front end and the back end of your CRM system. As well all your outgoing invoices will be displaying these company details on them.

Additionally, you may create User accounts for your staff, along with their Profiles, Roles, and the appropriate privileges. They can have various levels of permission to use the CRM in this way. You should also provide everyone access to sharing for each module so that users may share databases with one another. You may also create numerous groups and include the necessary users in each group as needed. Using the audit trails feature, you may even keep track of every user’s activity. You may even view a user’s login history in addition to their log-in and log-out times.

In this CRM you have a facility to configure your email id for incoming emails and outgoing emails. You can configure your Gmail, Yahoo or any other email account as per your wish and need.

There are many other settings which you can apply to configure your CRM to make the greatest use of it. Go through the above link and experience all the CRM Settings options.