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 systems streamline customer interactions by centralizing contact information, tracking customer interactions, and facilitating data analysis to enhance customer service and profitability.Designed to help businesses manage customer relationships effectively, CRM solutions offer capabilities such as contact management, sales automation, customer support, and marketing automation. These solutions improve efficiency by integrating with other business applications, providing insights through...
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.