Owner | Director of Operations at Expert Technology Solutions
Real User
Jul 4, 2023
We use Vtiger for CRM work. It contains our entire customer database of all our existing customers. We have the usual details, phone numbers, and addresses, but the customized modules we've built have been specific to our industry. We've added a module for service contracts and finance options, logging if they do business finance or pay cash. We've got a module that captures all of that information. We've also added a configuration module that keeps track of clients' usernames, passwords, IP addresses, and so on. We're going to build a module that tracks our loans and repairs so that when we have equipment coming in, and then it goes from us, maybe back to the supplier for repairs, we can track that activity so we don't lose stuff.
CRM solutions are essential tools for managing customer relationships and streamlining sales and service processes. They provide businesses with insights to improve customer satisfaction and retention.CRM systems are designed to capture customer interactions through various channels, including phone, email, and social media. These platforms help optimize customer data management, allowing businesses to nurture leads and enhance customer relationships. Users often highlight the importance of...
We use Vtiger for CRM work. It contains our entire customer database of all our existing customers. We have the usual details, phone numbers, and addresses, but the customized modules we've built have been specific to our industry. We've added a module for service contracts and finance options, logging if they do business finance or pay cash. We've got a module that captures all of that information. We've also added a configuration module that keeps track of clients' usernames, passwords, IP addresses, and so on. We're going to build a module that tracks our loans and repairs so that when we have equipment coming in, and then it goes from us, maybe back to the supplier for repairs, we can track that activity so we don't lose stuff.