vTiger CRM & Add ons

The vTiger CRM software has enterprise grade business productivity add-ons that provide additional features. Outlook Plug-in and for Microsoft Outlook users, Office Plug-in for Microsoft Word users, Thunderbird Extension for Thunderbird email users and Customer Portal . These add-ons are free downloads.

vTiger Outlook Plug-in 32-bit
Outlook Plug-in
64-bit Outlook Plug-in

 

The vTiger Outlook Plug-in for Microsoft® Outlook® is a great link between Outlook and vTiger CRM for those who wish to hang onto their Outlook software. It is an enterprise grade add on that installs easily. It continues to evolve rapidly in the open source community.

 

Key Features

  • Synchronize contacts between Microsoft® Outlook® and vTiger CRM
  • Add customer-related incoming and outgoing E-mail messages from Microsoft® Outlook® to contacts in vTiger CRM
  • Filter E-mails in Microsoft® Outlook® and add only necessary e-mails to vTiger CRM
  • Synchronize customer-related tasks between Microsoft® Outlook® and vTiger CRM
  • Synchronize customer-related calendar (calls and meetings) between Microsoft® Outlook® and vTiger CRM
  • Resolve conflicts if there are any mismatch between Microsoft® Outlook® and vTiger CRM data (contacts, tasks, and calendar)

 

vTiger Office Plug-in Office Plug-in

 

The Plug-in for Microsoft® Word® creates on-the-fly mail merge documents such as mailing labels, form letters, envelopes, catalogs, and other documents based on customer data from vTiger CRM.

Key Features

  • Create mail merge templates from Microsoft® Word® based on vTiger CRM database fields (Leads, Accounts, Contacts, and Tickets)
  • Create mail merge documents from vTiger CRM based on leads, accounts, and contacts-related data

 

vTiger Firefox Plug-in Thunderbird Plug-in

 

vTigerCRM extension for Firefox toolbar is an add-on to vTigerCRM which lets an user create vTigerCRM entity records on fly. vTigerCRM extension for Firefox toolbar has been re-written to use REST based web services’ api.Layout editor feature available with vTigerCRM gives flexibility to an user to make any field as mandatory in a module this extension of vTigerCRM for Firefox toolbar handles those scenarios.

 

Key Features

  • Add customer-related incoming and outgoing email messages from Thunderbird to vTiger CRM as email message under contacts
  • Import customer-related contacts from vTiger CRM to Thunderbird
  • Export customer-related contacts from Thunderbird to vTiger CRM

 

vTiger Customer Portal Customer Portal

 

vTiger CRM offers enterprise quality Customer Support & Service features, such as Trouble Ticket Management, Knowledge Base Management (FAQ), Customer Self Service Portal, Reports, and Support Statistics. It also had additional customer support-related modules, such as Products, Activity Management, Calendar, Contact Management and more.

 

Key Features

Ticket Management

  • Track all trouble tickets related to customers end-to-end as per organization’s customer support process
  • Associate trouble tickets with accounts, contacts, products, and other modules to have a better visibility on the trouble tickets
  • Create fully customizable list views as per Support person’s requirement
  • Provide solutions to the trouble tickets submitted through Customer Portal
  • Automatically update the status of tickets through E-mail
  • Create fully customizable ticket reports
  • Create customer support statistics to help the managers to plan for a better customer support process.
  • Create custom fields as per your organization requirements

Knowledge Base

  • Manage product-wise Knowledge Base in a centralized location for a better resolution of trouble tickets within least possible time
  • Associate Articles with trouble tickets and products
  • Provide public access to the Knowledge Base only after approval
  • Maintain up-to-date Articles in vTiger CRM based on customer suggestions & comments

Customer Self Service Portal

  • Fully customizable and you can deploy without hassles in your Web site
  • Secured access to the Customer Self Service Portal
  • Search Knowledge Base articles before submitting trouble tickets
  • Constantly improve the quality of Knowledge Base by threaded discussions
  • Notify trouble ticket update to the customers through E-mail
  • Follow up the trouble tickets by threaded discussions
  • Update customer profiles (limited functionality)