SalesPlatform Vtiger CRM

The SalesPlatform VtigerCRM distribution kit is created on the basis of the VtigerCRM distribution kit. It is one of the free CRM systems, most popular in the world. In addition to the main functionality of CRM (automation of sales, marketing automation, base of clients, the calendar, mailing e-mail), the Vtiger CRM system contains the add-on modules allowing to automate activity of the enterprise — management of a warehouse, a customer support and requests for service, project management.

The SalesPlatform VtigerCRM distribution kit already contains all necessary patches for correct work in the Russian conditions.

Source texts of the fresh version of the Russian-speaking Vtiger CRM distribution kit extend within the license Mozilla Public License 1.0 (MPL). A system is written in language PHP, provides the convenient web interface with elements Ajax, works in operating systems Linux and Windows.

2015

Vtiger CRM 6.4

On December 24, 2015 the SalesPlatform.ru company provided release of a distribution kit^[1].

This release allows to use the automation equipment of sales, including - to create a full stroke of primary documents of sales process according to requirements of the Russian legislation:

• accounts,
• invoices,
• delivery notes,
• acts of the rendered services.

Screenshot of the program window, 2015

This version represents stable release of "a parent branch" of the Vtiger 6.4 distribution kit with a large number of completions from SalesPlatform company and Russian-language community. Source texts of the project are distributed under the license Sugar Public License 1.1.2 (Mozilla Public License option).

Among changes:

• support of work with corporate mail is finished
• implementation of support of the multiple organizations in one CRM is expanded
• the integration module with Asterisk telephony is improved
• graphic reports are finished:
  • "funnel of sales",
  • a possibility of placement of charts on a system desktop

• advanced functionality of generation of the PDF documents on templates.

As a part of release about 70 corrections.

SalesPlatform Vtiger CRM is equipped with the portal

On June 7, 2015 it became known of development of the client portal for the CRM system of SalesPlatform Vtiger CRM^[2].

Screenshot of application window 2015

The SalesPlatform company announced creation of the portal which supports interaction of employees with clients of the company. For this purpose it is enough in a contact card, in CRM, to expose the corresponding sign and the letter with login credentials to the portal will be sent to the client.

Using the portal, the client can leave the request for consultation and necessary services, receive accounts for payment, use the knowledge base, services of aftersales service and so forth.

2014: SalesPlatform Vtiger CRM 6.1

The SalesPlatform Vtiger CRM 6.1 distribution kit is constructed on the basis of the free Vtiger CRM platform. A system allows to automate all cycle of operating activities of the enterprise: sales processes and marketing, including phone calls to clients, email and the SMS of mailing, registration of requests from the corporate website, formation of documents (commercial offers, accounts, acts, invoices, delivery notes), maintaining the range of goods and services, purchases and also processing of customer orders and an after-sale service. In the SalesPlatform distribution kit all these functions support the Russian-language interface and are adapted to features of business in the Russian Federation.

As developers of SalesPlatform company note, version 6.1 has the debugged user interface on the basis of modern web technologies. Thanks to the web interface a system can be used by the staff of the enterprise on any devices - from personal computers and notebooks, to Internet tablets and smartphones. Also does not represent work system deployment at the enterprises with several branches or in franchasing networks. For connection to the system of remote branch of rather standard access to the Internet, at the same time the flexible system of access rights will allow to separate information bases of branches and also to manage access for different roles of employees up to certain data fields.

Due to integration into the free Asterisk IP PBX, SalesPlatform Vtiger CRM purchases control functions by outgoing and incoming calls of employees or call center operators, including fast dialing according to information from the customer base, display of a card of the client at an incoming call, storage of story of calls with a binding to clients, reports, a possibility of listening of the written talk directly from the CRM interface.

The companies which use the 1C: Enterprise system for accounting can perform integration of SalesPlatform Vtiger CRM with the accounting system both on the basis of the CommerceML protocol, and using SOAP web services. Such integration allows to separate activity of the employees who are responsible for sales and work with clients, and internal accounting of the enterprise, having provided the safe and reliable mechanism of interaction of systems without providing external access to the system of internal accounting from the Internet. The CommerceML protocol can be used also for integration of SalesPlatform Vtiger CRM with the corporate website or online store.

Users due to integration of CRM with Google services can receive additional conveniences. Having integrated service of calendars Google and the built-in calendar of events and tasks of SalesPlatform Vtiger CRM, users will receive the powerful and convenient tool for time-management and collaboration which is convenient for using both on office computer, and on personal mobile devices of employees.

Especially for the Russian market SalesPlatform developers considerably improved support of Russian and also implemented modules for maintaining primary accounting documentation on standards of the Russian Federation, integration modules with 1C: Enterprise and social networks. The SalesPlatform company provides to the Russian customers services in technical support and maintenance and also implementation services and development of individual solutions, including project implementation on integration of CRM with other enterprise information systems, such as electronic document management systems, corporate websites, billing systems, etc.

The SalesPlatform Vtiger CRM distribution kit can be loaded free of charge on the website salesplatform.ru. Also developers provide Russian-language documentation on a system and resources for community of users and system implementation specialists.

Notes