Complete implementation of CRM Vtiger on a cloud server or your own server: A complete installation of the application will be carried out in the desired location, performing an initial configuration of profiles, roles, users, groups and general company information, an import will be made Massive records (previously organized in Excel) can be uploaded to the pre-contact modules, contacts, accounts, suppliers, products, services, etc.)
The implementation includes an initial parameterization process (creation of company-specific fields), alerts, workflows, drop-down lists, filters, list reports and graphs.
The implementation also consists of 10 hours of in-person training in the city of Medellín and the metropolitan area or remotely by Skype or by any virtual means, for the entire platform, according to the profiles that are initially defined.
Modules:
- Bells
- Pre-contacts
- Contacts
- Accounts
- Opportunities
- Quotes
- Bills
- Opportunities
- Documents
- Calendar
- Mail server
- Email Template
- Events and Tasks
- Medium
- Incidents
- FAQ
- Projects
- Service contract
- Inventory
- Products
- Services
- Rates
- Suppliers
- Purchase order
- Sale order
- Reports
- Users and Access (Role)