Tailoring VtigerCRM for Small to Medium Sized Businesses with Elasticsearch

In the dynamic world of business, the role of Customer Relationship Management (CRM) systems cannot be overstated. However, a one-size-fits-all approach rarely suffices, especially for small to medium-sized businesses (SMBs) with unique requirements. One of the robust CRM platforms, VtigerCRM, offers immense customization potential. Today, we delve deep into one such customization – integrating Elasticsearch to enhance VtigerCRM’s search capabilities for SMBs.

Key Customizations that Elevate the VtigerCRM Experience:

Omnipresent Search Bar: No matter where you are within VtigerCRM, the search bar is always accessible. This ensures quick access to data without the need for cumbersome navigation.

Pop-up Search Aids:

  • Recent keywords: Imagine having your last five searched keywords at your fingertips. Efficiency redefined.
  • Recently viewed items: The ten latest items you viewed using Elasticsearch are readily available. Perfect for those “I just saw it a minute ago!” moments.

Intelligent Search Predictions: Type a word, and voila! VtigerCRM instantly provides potential matches, minimizing typing and maximizing productivity.

Customizable Search Results:

  • View top results across all modules or narrow down to specific ones.
  • Choose which data fields to display beneath the main search term, aligning with what matters most to your business.

Module-specific Icons: Visual cues help in faster recognition. Each module comes with its icon, ensuring you identify what you’re looking at immediately.

Elasticsearch Configuration for Businesses:

  • Select which fields within a module are vital for your business’s search.
  • Turn on/off specific fields based on relevance.
  • Decide the placement of data fields within search results.

Why This Customization Matters for SMBs? Small to medium-sized businesses often deal with a vast array of challenges – from limited resources to competitive markets. In such an environment, a tailored CRM system can be a game-changer.

With Elasticsearch’s integration, VtigerCRM becomes:

  • Efficient: Speed up data retrieval and make quick decisions.
  • Flexible: Customize to suit unique business requirements.
  • User-friendly: Ensure every team member, from sales to customer support, can use the CRM with ease.


Customizing VtigerCRM with Elasticsearch isn’t just about enhancing search capabilities; it’s about aligning technology with business goals. It’s about ensuring that CRM is not just another tool but a strategic asset for SMBs.

In the end, it’s the small customizations that make a significant impact. And in the world of SMBs, having a CRM system that works for you, and not the other way around, is invaluable.

Interested in learning more? Let us send you an email.

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