Introducing Boru’s Advanced Mobile Solution for Vtiger CRM
As the digital landscape transforms, the integration of mobile technology in customer relationship management (CRM) systems has become essential. At Boru, we’re proud to present our innovative Vtiger mobile app, developed specifically for integration with Vtiger’s open-source platform. This application is a game-changer for businesses requiring external technicians to input data into the Vtiger system, particularly for logging samples and linking them to related assets.
Seamless Data Entry and Asset Management
Our mobile app, built on the Ionic platform with Capacitor plugins, streamlines the process of data entry for field technicians. The app’s functionality centers around ease-of-use and efficiency:
- User Login: Technicians access the app using their Vtiger Customer Portal credentials, ensuring secure and seamless integration.
- Barcode Scanning: The app allows technicians to scan barcodes on sample containers using their mobile device’s camera. This feature checks the Vtiger system for matching samples, advancing to the next step if valid or displaying an error for processed or non-existent samples.
- Fluid Sample Management: Containers, pre-labeled with barcodes and identification numbers, are used for collecting fluid samples from machines. This process is tracked meticulously within the app.
- Asset Selection and OCR Technology: After scanning a sample, technicians can either select from a list of assets or use the app’s camera to take a photo of the asset’s serial number. Our app utilizes OCR technology to read text from images, expediting the asset identification process.
- Data Confirmation and Submission: Technicians confirm asset details, describe required tests for the sample, and submit the information. This data is transmitted to the Vtiger system in real-time.
Comprehensive and Secure Mobile Experience
Our application not only enhances field operations but also ensures data security and user-friendly experiences:
- App Availability: The Vtiger Mobile app is accessible on both iOS and Android platforms, undergoing rigorous testing in environments like TestFlight and Google Play’s testing tracks.
- Record Access Control: Each user can access only those records related to their account, maintaining customer confidentiality.
- Real-Time Synchronization: All data changes and record updates are transmitted instantly to the Vtiger system, facilitated by a common set of APIs for both iOS and Android, ensuring consistency across devices.
- Minimalist Functionality: Beyond sample submission, users can view their profile, track past submissions, and access a list of assets linked to their account.
- PDF Generation: The app can generate a PDF of all sample results related to a selected asset, enhancing data presentation and accessibility.
User-Centric Design and Compliance
Our commitment to user experience and compliance is evident in the app’s design:
- Terms and Conditions: First-time users are required to accept terms and conditions, with their acceptance tracked in the Vtiger system.
- Focused Functionality: The app is designed to facilitate specific tasks without overwhelming the user with unnecessary features.
Conclusion: Empowering Businesses with Mobile Technology
In summary, Boru’s custom mobile application for Vtiger CRM represents a significant leap forward in integrating mobile technology with CRM systems. By providing a streamlined, secure, and user-friendly solution for field data entry and asset management, we empower businesses to operate more efficiently and effectively. This innovation is a testament to our commitment to leveraging technology for business growth and operational excellence. For more information or to explore how this solution can benefit your business, feel free to contact us.