Ideal Accounts - Add Ons

The vtiger CRM software has enterprise grade business productivity add-ons that provide additional features. Outlook Plug-in and for Microsoft Outlook users, Office Plug-in for Microsoft Word users, Thunderbird Extension for Thunderbird email users and Customer Portal . These add-ons are free downloads.

vTiger Outlook Plug-in

The vtiger Outlook Plug-in for Microsoft® Outlook® is a great link between Outlook and vTiger CRM for those who wish to hang onto their Outlook software. It is an enterprise grade add on that installs easily. It continues to evolve rapidly in the open source community.

Key Features

Synchronize contacts between Microsoft® Outlook® and vtiger CRM
Add customer-related incoming and outgoing E-mail messages from Microsoft® Outlook® to contacts in vtiger CRM
Filter E-mails in Microsoft® Outlook® and add only necessary e-mails to vtiger CRM
Synchronize customer-related tasks between Microsoft® Outlook® and vtiger CRM
Synchronize customer-related calendar (calls and meetings) between Microsoft® Outlook® and vtiger CRM
Resolve conflicts if there are any mismatch between Microsoft® Outlook® and vtiger CRM data (contacts, tasks, and calendar)

vTiger Office Plug-in

The Plug-in for Microsoft® Word® creates on-the-fly mail merge documents such as mailing labels, form letters, envelopes, catalogs, and other documents based on customer data from vtiger CRM.

Key Features

Create mail merge templates from Microsoft® Word® based on vtiger CRM database fields (Leads, Accounts, Contacts, and Tickets)
Create mail merge documents from vtiger CRM based on leads, accounts, and contacts-related data

vTiger Thunderbird Extensions

Thunderbird Extension for Thunderbird Mail Client is a business productivity fully featured add-on for vtiger CRM. Using vtiger Thunderbird Extension you can add outgoing or incoming email messages to vtiger and synchronize contacts between Thunderbird and vtiger CRM.

Key Features

Add customer-related incoming and outgoing email messages from Thunderbird to vtiger CRM as email message under contacts
Import customer-related contacts from vtiger CRM to Thunderbird
Export customer-related contacts from Thunderbird to vtiger CRM

vTiger Customer Portal

vtiger CRM offers enterprise quality Customer Support & Service features, such as Trouble Ticket Management, Knowledge Base Management (FAQ), Customer Self Service Portal, Reports, and Support Statistics. It also had additional customer support-related modules, such as Products, Activity Management, Calendar, Contact Management and more.

Key Features

Ticket Management

Track all trouble tickets related to customers end-to-end as per organization's customer support process
Associate trouble tickets with accounts, contacts, products, and other modules to have a better visibility on the trouble tickets
Create fully customizable list views as per Support person's requirement
Provide solutions to the trouble tickets submitted through Customer Portal
Automatically update the status of tickets through E-mail
Create fully customizable ticket reports
Create customer support statistics to help the managers to plan for a better customer support process.
Create custom fields as per your organization requirements

Knowledge Base

Manage product-wise Knowledge Base in a centralized location for a better resolution of trouble tickets within least possible time
Associate Articles with trouble tickets and products
Provide public access to the Knowledge Base only after approval
Maintain up-to-date Articles in vtiger CRM based on customer suggestions & comments

Customer Self Service Portal

Fully customizable and you can deploy without hassles in your Web site
Secured access to the Customer Self Service Portal
Search Knowledge Base articles before submitting trouble tickets
Constantly improve the quality of Knowledge Base by threaded discussions
Notify trouble ticket update to the customers through E-mail
Follow up the trouble tickets by threaded discussions
Update customer profiles (limited functionality)

vTiger Mobile Extension

Mobile is a vtiger CRM extension module that aims at providing basic web interface to mobile
devices.

Key Features

Browse vtiger modules after successful login
List view provides the ability to search the records. Click on the magnifying glass on the toolbar.
By default all the fields of the record (except those referencing other modules) will be selected for
searching. You can configure the fields to search in.
Can view records in detail view


	October 2, 2008 - Microsupply.com celebrates their one year anniversary using CRM+ecommerce +Quickbooks. Chris Reinhard General Manager says "This is great stuff, no more double entry of orders! We saved tons of money this year." October 30, 2008 - We just added 9 new features to CRM+ Service. See the features webpage.