Setting up and configuring Vtiger CRM

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From design to a ready-to-test version that meets your specifications.

A successful Vtiger implementation is based on a precise, customized configuration, directly derived from the specifications defined during the pre-project appraisal.

However, over 50% of CRM projects require major adjustments after deployment, due to a lack of rigorous initial configuration.

We transform your specifications into an operational Vtiger instance, ready to be tested by your teams before going into production.

The concrete benefits of our implementation and configuration

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100% customized CRM

Tailor-made configuration in line with your specifications.

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Secure, centralized access

Test your CRM from any connected terminal.

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Efficient receiving

Check CRM compliance before official deployment.

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Dedicated technical support

Our team adjusts the configuration according to test feedback.

Setting up and configuring Vtiger CRM

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A structured approach for smooth implementation

  • Create your Vtiger instance and configure it according to your specifications.

  • Configure company-specific modules, automations and access rights.

  • Put your test version online for evaluation by your project managers.

  • Acceptance phase: In-depth verification of compliance with expectations.

  • Corrections and final adjustments before final validation and preparation for deployment.

Mission progress

Duration

Variable according to the complexity defined in the Pre-Project Appraisal.

Agile method

Testing, feedback and fine-tuning to ensure optimal production launch.

Our deliverables for controlled deployment

  • Acceptance report: Complete verification of your CRM's compliance.

  • Access to your Vtiger test instance for 45 days after acceptance.

  • Final intervention report, signed after presentation meeting and application of final adjustments.

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Do you have a CRM project? Talk to an expert!

Schedule an appointment to discuss your needs and discover our customized solutions.

Our other VTiger CRM services

VTiger CRM expertise

Ensure the success of your CRM right from the start.

VTiger CRM customization

Transform your CRM into a 100% customized tool.

Creating integrations

 Custom integrations for VTiger and Mautic.