vtiger crm installation and customisation for small business
We are looking to install and configure a new vtiger installation of community edition for our business.
We need to migrate from our existing zohocrm installation.
- migrate from zohocrm
- integrate with ms office
- setup workflow automation for key tasks
- setup job screen for raising tickets
- setup reporting for open jobs/pending jobs etc.
- add custom fields to customers/prospects
- brand in corporate colours and add logo
- automate emails to clients for key reminders
- install customer portal.
- install quickbooks link