When we talk about customer relationship management (CRM), the term ‘customization’ often springs to mind. It’s a crucial element that differentiates a good CRM from a great CRM, allowing businesses to tailor the system to fit their unique processes and requirements. This is where Vtiger CRM shines, with its robust permissions capabilities, one of which includes the concept of roles. But what if standard roles

As an integral part of the Boru team, I’m thrilled to unravel the intricacies of how we’ve elevated Vtiger’s capabilities, notably through a clever customization that streamlines the payment request process for businesses. Our innovation isn’t just a technical tweak; it’s a transformative tool aimed at simplifying customer interactions and optimizing financial workflows. Accept payments with Vtiger. Customized Payment Request Widget: A Game-Changer Picture this:

As a dedicated Vtiger user and enthusiast, there comes a moment of realization that the pre-built reporting functions may not perfectly align with the nuanced needs of my business. This is where my journey with Boru’s custom Vtiger reporting solutions began, transforming not only my dashboard’s visual impact but also the accessibility and interactiveness of my CRM data. Vtiger change dashboard, the next steps. Tailoring

As a fierce proponent of customer relationship management (CRM), I often find myself diving deep into the vast ocean of Vtiger’s open-source capabilities. It’s through these exploration sessions that I uncover gems which enable businesses to leverage their CRM systems to greater heights. Today, I’m eager to recount my experience with crafting a custom address module—a widget that reshapes how we understand and interact with

Introduction: Navigating through vast customer databases can sometimes feel like searching for a needle in a haystack. However, with the right tools and customizations, it’s possible to turn that search into an efficient, precise process. At Boru, I’m thrilled to share our custom-built extensive search functionality for Vtiger. Drawing upon Elasticsearch’s capabilities, we’ve developed a solution that not only makes searching through Vtiger’s Global Search

The world of Customer Relationship Management (CRM) is not just about having a system in place; it’s about making that system yours—tailoring it to fit like a glove around your unique business processes and customer interactions. Today, I take you through my experience with Vtiger CRM and how, at Boru, we’ve harnessed the platform’s open-source nature to create custom widgets that revolutionize the way our

In the fast-paced world of business, I’m always on the hunt for solutions that streamline processes and enhance the usability of the tools we use daily. Vtiger CRM has been an instrumental part of my arsenal, and today, I want to share an exciting development that has significantly improved our operational efficiency: the implementation of conditional fields in Vtiger CRM. The Spark of Customization in

When it comes to managing customer relationships and workflows, Vtiger custom functions are key. At Boru, we understand how vital a tailor-made CRM solution is for our clients. Our recent work with Vtiger CRM for a specific client showcases our dedication to creating a user-friendly, efficient, and safe environment for their daily operations. Seamless Workflow Integration with Vtiger Our focus for this client was to