In the last article, I introduced you to CRM Vtiger – Customer relationship management Solution. You have seen the benefits of this solution. But with limited money resources, even though this product is relatively cheap compared to similar products, it is relatively difficult to use it if you do not have much money. However, luckily for you, Vtiger CRM is open source and free. The most important is: you need to get a little knowledge about technology.
In this article, I will tell you about How to download and install Vtiger CRM (Free Version with localhost) and 2 products you can use in the Vtiger CRM platform on CMSmart. Let’s start!
How to download and install Vtiger CRM?
You go to https://www.vtiger.com/open-source-crm/download-open-source/ Click DOWNLOAD OPENSOURCE to download Vtiger source
Then you follow the instructions on the link below:
- Copy & Paste your Vtiger CRM file in your web server path
- After the paste Vtiger CRM file, you’ll need to extract the source file in your apache web root directory.
- Now, open your browser and access your Vtiger by using your IP address. For instance, http://localhost/vtigercrm
- To begin with, click on Install button on the welcome screen.
- Read through the license agreement, and click I Agree to proceed ahead.
- Check your PHP Configurations and make sure that Required Values are in compliance with Present Values. Click Next to proceed with the installation.
- Please provide the Mysql credentials of your server under the Database Information block. Also, configure default currency and personal information through System Information and Admin User Information blocks respectively. After providing appropriate values, click Next.
- Finally, confirm your configuration settings and click Next
So, you had a Vtiger CRM site for you. With a Vtiger CRM site, you can setup 2 products on CMSmart below:
Product 1: Synchronize Database Magento 1 & 2 With Vtiger CRM Extension.
If you are the owner of a Magento site and you find it difficult to manage important data. Such as sales orders, customer information, product, after-sales service. You should use Vtiger CRM to manage them. With Synchronize Database Magento 1 & 2 With Vtiger CRM Extension, all information related to your sales will be synchronized and updated automatically from the Magento website to the Vtiger CRM system.
Product 2: Human Resource Management (HRM) for Vtiger CRM
If you had the Vtiger CRM system, but you find it difficult to set up the features, especially in the HR management model. This module is the perfect solution for you. With this HRM tool, you can.
Online employees Management
Manage all data about themselves with this system easily see their history as well as manage their activities.
KPI management tool
You can measure the working performance of each employee. This target will be automatically evaluated based on ranking and weight.
Effective candidate management
Show all history about the candidate’s working period at the company.
Easy leave/ Time off management
the employee can see their annual leave summary without any documents need
The above is the article about how to download and install Vtiger CRM (Free Version with localhost) and 2 products you can use in the Vtiger CRM platform on CMSmart. Hopefully, the article has brought some useful information for you. Thank you so much for reading!