Supercharge Your Business Efficiency with Vtiger 7 Webforms Integration
As someone deeply involved in optimizing business workflow and customer relationship management, I understand how crucial efficient data intake can be for a burgeoning enterprise. As a front-line witness to the transformative power of integration, I’ve had the privilege of orchestrating a symphony where websites and CRMs perform in perfect harmony. Allow me to share […]
A First-Hand Account of Custom Record Linking Solutions
As a CRM specialist, I understand the importance of seamless data integration. Today, I’d like to share insights on some meaningful enhancements we’ve implemented in Vtiger to refine our commission record-processing workflow using customized Vtiger Record Linking. In my hands-on experience, linking commission records to policy modules has always been pivotal. But, with the latest […]
Transitioning from Excel to Enhanced Efficiency: My Journey with Vtiger Open Source Reports
When it comes to managing data and generating reports, many of us are well-versed in the capabilities of Excel—a fundamental tool used in various businesses. However, Excel, as mighty as it might seem, lacks the comprehensive capabilities of a dedicated database management system. That is precisely why I embarked on a transformative journey—a journey where […]
Unveiling the Power of Vtiger Email Tracking: A Deep-Dive with Boru’s Custom Solutions
Email communication is the lifeblood of modern business interactions, and efficiently managing these interactions is crucial for a thriving enterprise. As a seasoned CRM solutions expert, I’ve seen firsthand how a customized approach to email management can revolutionize the way businesses operate. Today, I’m excited to share insights into a Vtiger email tracking system that […]
Revolutionizing Retail Sales: The Custom Mobile App for Vtiger
In today’s fast-paced retail environment, having seamless technology that aligns with our sales processes is non-negotiable. As part of our continued efforts to innovate and drive efficiency, I’m excited to share the strides we’ve made with a mobile app for Vtiger designed to fully integrate with the CRM system, tailored for our sales agents on […]
Mastering Mobile: How Boru’s Vtiger Responsive Theme Elevates Your CRM Experience
In today’s fast-paced business world, mobility is no longer a luxury—it’s a necessity. Recognizing this trend, many of you have expressed a keen interest in accessing your CRM on-the-go. I understand the importance of staying connected with your business operations, whether you’re on a tablet or quickly checking in from your smartphone. That’s why at […]
Unlocking New Possibilities with Custom Roles in Vtiger CRM
As we delve into the realm of tailored CRM solutions, it’s become evident that the cookie-cutter approach isn’t always the key to unlocking the full potential of a CRM system. My name is Matthew Kruze from Boru, and today I’m thrilled to share our journey in customizing roles within Vtiger CRM, a testament to our […]
Unlocking Efficiency with Customized Vtiger CRM Portals
In today’s fast-paced business environment, customization is key to staying ahead. Customized solutions not only meet specific business needs but also enhance user experience dramatically. That’s precisely why at Boru, I’m focused on tailoring the Vtiger Customer Portal to fit our clients’ unique demands, and I can’t wait to share my latest journey in CRM […]
Personalizing Your Vtiger CRM Experience: A Deep Dive into Customer Portal Customizations
As I reflect on the strides we’ve made in Vtiger Customer Portal customizations, it’s clear that our success stems from an unwavering dedication to our clients’ unique needs. Recently, I had the pleasure of evolving the use of Vtiger Open Source Portal for one of our distinguished clients. This transformative journey not only enhanced the […]
Maximizing Efficiency with Vtiger CRM: Custom Calculated Fields and Event Handlers
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 […]