As a CRM specialist, I understand the importance of seamless data integration. Today, I’d like to share insights on some meaningful enhancements we’ve implemented in Vtiger to refine our commission record-processing workflow using customized Vtiger Record Linking. In my hands-on experience, linking commission records to policy modules has always been pivotal. But, with the latest tweaks, the level of efficiency we’ve reached is genuinely commendable.

When it comes to managing data and generating reports, many of us are well-versed in the capabilities of Excel—a fundamental tool used in various businesses. However, Excel, as mighty as it might seem, lacks the comprehensive capabilities of a dedicated database management system. That is precisely why I embarked on a transformative journey—a journey where I would elevate custom reporting to new heights with the

Email communication is the lifeblood of modern business interactions, and efficiently managing these interactions is crucial for a thriving enterprise. As a seasoned CRM solutions expert, I’ve seen firsthand how a customized approach to email management can revolutionize the way businesses operate. Today, I’m excited to share insights into a Vtiger email tracking system that has been expertly tailored by Boru to meet the unique

In today’s fast-paced retail environment, having seamless technology that aligns with our sales processes is non-negotiable. As part of our continued efforts to innovate and drive efficiency, I’m excited to share the strides we’ve made with a mobile app for Vtiger designed to fully integrate with the CRM system, tailored for our sales agents on the ground. Crafting the Web App Experience for iPad Our

In today’s fast-paced business world, mobility is no longer a luxury—it’s a necessity. Recognizing this trend, many of you have expressed a keen interest in accessing your CRM on-the-go. I understand the importance of staying connected with your business operations, whether you’re on a tablet or quickly checking in from your smartphone. That’s why at Boru, we’ve taken Vtiger’s open-source CRM and crafted it into

As we delve into the realm of tailored CRM solutions, it’s become evident that the cookie-cutter approach isn’t always the key to unlocking the full potential of a CRM system. My name is Matthew Kruze from Boru, and today I’m thrilled to share our journey in customizing roles within Vtiger CRM, a testament to our expertise in crafting solutions that extend beyond conventional boundaries. The

In today’s fast-paced business environment, customization is key to staying ahead. Customized solutions not only meet specific business needs but also enhance user experience dramatically. That’s precisely why at Boru, I’m focused on tailoring the Vtiger Customer Portal to fit our clients’ unique demands, and I can’t wait to share my latest journey in CRM customization with you. Personalization at the Front Door: Custom Location

As I reflect on the strides we’ve made in Vtiger Customer Portal customizations, it’s clear that our success stems from an unwavering dedication to our clients’ unique needs. Recently, I had the pleasure of evolving the use of Vtiger Open Source Portal for one of our distinguished clients. This transformative journey not only enhanced the portal’s aesthetics but also fine-tuned its functionalities to echo the