As an adept CRM user adept at navigating the intricacies of customer relationship management platforms, I’d like to share some valuable insights on Vtiger’s potent features—calculated fields and event handlers. At Boru, we’ve responded to diverse client requests to fine-tune the Vtiger CRM to their unique needs, and I’m here to impart the knowledge we’ve garnered through these experiences. Crafting Dynamic Calculations within Vtiger CRM

It’s no secret that the right tools can revolutionize the way we work. Today, I want to share an exciting walk-through of a customized Vtiger Phone App solution Boru delivered for our clients, specifically tailored for their field technicians using the power of Vtiger CRM open source and their mobile phones. From Paper to Digital: The Initial Leap Our journey began when we were approached

As a CRM enthusiast and a part of Boru’s innovative team, today I’m eager to share with you an exciting advancement we’ve made in enhancing the Vtiger CRM export experience. Vtiger’s standard open-source CRM platform offers remarkable capabilities, but it’s not without limitations, especially when dealing with data export. I’ve witnessed firsthand the frustration of timeouts during the export of large datasets—a common setback that

In today’s digital marketplace, the agility to adapt to changing costs and market demands is crucial for businesses to remain competitive. I’ve had the pleasure of implementing a dynamic solution for a client that has revolutionized the way they manage product costs within their Vtiger Customer Relationship Management (CRM) platform. Allow me to share with you this transformative experience and the ingenuity behind our tailored

In my line of work with Boru, focusing on the intricacies of Vtiger CRM, nothing escapes my keen eye for efficiency. Today, I’m excited to share insights into the transformative customization we’ve implemented, which encapsulates our commitment to proactive lead management: the concept of rotting records. Understanding Record Rotting Imagine an opportunity idling away in the ‘New’ status for far too long, untouched and consequently

As someone deeply involved in CRM platform customization, I can attest to the power of a personalized, efficient CRM system. Imagine being a sales agent, working hard to sell insurance policies, and the difficulty of tracking your commissions without the right tools. That’s where our experience at Boru comes in, showcasing a recent project where we tailored the Vtiger open source CRM to create a

Customizing your CRM system is akin to having a tailored suit—it’s made to fit your business perfectly. Today, let me take you through an aspect of customization that many businesses crave: the integration of Vtiger and QuickBooks Desktop. This isn’t your run-of-the-mill blog post about CRM integrations; I’m diving into a personal walkthrough, drawn from our extensive experience here at Boru, to enhance your understanding

When managing customer relationships, having the right information displayed where you need it is crucial. This is where the magic of Vtiger related fields comes into play. My Journey with Vtiger Show Through Fields Let me share with you a concept that completely transformed how data is displayed on Vtiger CRM platforms. Imagine you’re handling an opportunity, and you need pertinent contact or organization information