Vtiger Setup for Franchisees

Worked with a company to set up vtiger for a company that uses a franchise ownership setup. Here is what we did to help them user vtiger to support their operations:

  • set up permissions in Vtiger so the franchisees could not see each other’s data
  • we helped them with Vtiger reporting and Vtiger dashboards so corporate can have a global view and each franchise can have their own management data
  • each franchise has a it’s own web form to post new leads to Vtiger
  • we set up a custom proposal/contract pdf that met their needs perfectly
  • we added Vtiger digital signature to the custom proposal/contract pdf so they can capture the signatures in paperless mode without ever leaving Vtiger
  • we set up our Vtiger Quote templates module for them
  • set up a our Vtiger gmail chrome app for them
  • migrated their data from their existing system
  • created a couple hundred custom fields form a excel spreadsheet via a script
  • they use our Vtiger google drive integration app  to store and link documents in vtiger
  • they use our Vtiger-dropbox integration app to store and link documents in vtiger
  • they use our Paypal Vtiger integration app to take payments over the phone and via email
  • we customized the Paypal Vtiger integration so it can work for the correct Paypal account fro each franchisee
  • we did Vtiger – Authorize.net integration the same as Paypal above
  • set up our Vtiger mail chimp app and customized it to operate with a separate account for each franchise
  • did the same as above for Constant Contact too
  • set up our multiple outgoing email server app
  • we set up template permissions so each user can only see the templates for their franchise

Contact us if you have similar needs or you would like to learn more.

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

Recent Blogs

Popular Blogs