Save upto 70 percent of your CRM cost without any IT headaches. Along with it get free extensions, discounted Customization cost, daily backups, encryption, sandboxes and much more.
Expert Vtiger CRM developers with in-depth knowledge. Customize Vtiger CRM for any vertical be it Real Estate, Insurance, Digital Marketing, Call center, Healthcare, anything.. We assure best of the quality with customization in most upgrade able manner.
Extensions and Integration
Export to Excel, Twilio Integration, Mentions, Google Forms integration, Twitter Integration and many other extensions. We can also integrate vtiger with other applications like Magento, Quickbooks, etc. and even with your custom applications.
Data Analytics and Visualization
We also provide custom built tools and off the shelf tools streamlined for better Data Analytics and Visualization. Embedded and Realtime dashboards, Reporting, Predictive Analysis etc..
Automate SMB, founded by Nilay Khatri in 2013 aims at providing Vtiger CRM solution to all Small and Medium business and hence improving sales, operations, customer service.
Led by Developers with huge experience in Vtiger customization, we provide best in the class services. We Have implemented solutions for businesses from various verticals such as real estate, insurance, hotel, mortgage, local business. We understand your business requirements and processes and try to deliver most streamlined CRM with your inputs.
Latest news, extensions, customizations
Mention Extension For Vtiger CRM Automate SMB has implemented Mention Extension which helps significantly to achieve efficient team collaboration. With this extension when one User can mention another User or a Team in comments on a record in the Vtiger CRM. The Users/Group mentioned gets an Email and Web notification. Lets look at this step[…]
After the release of Vtiger 7.1.0 GA there were few issues identified such as: – Picklist colors were not appearing in List View- http://code.vtiger.com/vtiger/vtigercrm/issues/895 – Price being picked up incorrectly when using Pricebook- http://code.vtiger.com/vtiger/vtigercrm/issues/876 – Minor layout issues- http://code.vtiger.com/vtiger/vtigercrm/issues/904 etc.. Following that, Vtiger Team released a Hotfix today and re-packaged the downloads. Message from Vtiger team: Close to[…]
Vtiger 7.1 is packed with many features. One of the feature which is introduced in Vtiger 7.1 is ability to follow a record. When a user follows a record, when ever the details of that record are updated an email is sent to the followers. To follow a record, click on the star icon from[…]
Today Vtiger announced the release of Vtiger 7.1.0 a much awaited release. Message from Vtiger Team: Dear members, We are happy to announce the availability of Vtiger CRM 7.1.0 GA today. This release mainly targets on improving stability over the redesigned Vtiger 7 UI, which was rolled 10 months ago. Continuing the journey on the[…]
In our previous article we went through Duplicate Record Prevention feature introduced in Vtiger 7.1. Let us go through another very interesting feature which allows you to add fields from other related modules in your filters (released in Vtiger 7).. For example, Contacts module has a Reference field of Organization Module. This feature allows you[…]
A day before Vtiger Team has announced the release of Vtiger 7.1 RC with new features and bug fixes. Duplicate Record Prevention is a new feature which has been shipped with Vtiger 7.1. This prevents creation of duplicate records from any source e.g. from browser, mobile or webservice. This is a great feature and really[…]
Vtiger today announced the release of Vtiger 7.1 RC version, which is available on sourceforge for download. We are really excited to see new features and enhancements. Message from Vtiger team about Vtiger 7.1: We would like to update you that Vtiger community edition V7.1 RC has been published in sourceforge.net which will includes the following features and fixed 100+ bugs[…]
Name: Vtiger SLA Extension Cost: 250 USD Compatibility: 6.x/7.x Service level agreements, or SLAs, play a significant role in service-based industry. With SLAs customer support teams adhere to contractual agreements to provide services and resolve issues within an agreed time frame. With Vtiger SLA Extension, you can add Service Level Agreements for different[…]
Vtiger Customization Overview This Vtiger Customization was requested by many of our clients who frequently purchase goods from various sources and require to manage the cost of products offered by Vendors. This way they could choose the most feasible and beneficial Vendor while planning their Supply Chain. Also since this vtiger customization allows to auto-pick the[…]
What is a Picklist field in Vtiger CRM? Picklist is a dropdown field with list of options available, within which, only one option can be selected. In Vtiger, you can show values in Picklist based on value selected in other Parent Picklist. For example, if you setup Picklist dependency between Picklist Country and Picklist State,[…]