Enhancing CRM with Customized Vtiger Leads Conversion
In the realm of Customer Relationship Management (CRM), efficiently managing leads is crucial for business growth. Vtiger’s lead conversion functionality plays a pivotal role in this process, offering flexibility and customization to fit various business needs. This blog post delves into a custom lead conversion process implemented for a Vtiger client, showcasing the adaptability and […]
Streamlining Data Integration with Boru’s Custom Post Endpoint for Vtiger
Integrating data efficiently into CRM systems can be a daunting task, especially when dealing with complex endpoints. Addressing this challenge, Boru has developed a simplified custom Post Endpoint for Vtiger open source, enhancing the user experience and speeding up the process significantly. User-Friendly Custom Endpoint Vtiger’s native endpoint requires elaborate setup for posting records, which […]
Innovative Sage Intacct Integration by Boru for Enhanced Event Management and Financial Processing
Boru recently undertook a challenging project to integrate Sage Intacct, a prominent accounting software, with Vtiger CRM for our clients. This blog post explores this integration’s intricacies and how it enhances business processes, particularly for an event management company. Customizing Financial Data Integration Our clients, including a major events company, required a seamless flow of […]
Vtiger Comments for Enhanced Team Collaboration
In the dynamic world of CRM platforms, staying connected and informed is crucial for team efficiency. Matthew Kruze, in his recent presentation, shed light on a transformative capability that has been integrated into Vtiger CRM systems for various clients. This feature, revolving around the use of @mentions in Vtiger comments, mirrors the familiar social media […]
Vtiger Documents: Digital Signature
In the rapidly evolving world of Customer Relationship Management (CRM), Vtiger’s latest innovation stands out: the Vtiger Digital Signature extension. This cutting-edge solution, compatible with Vtiger open-source CRM, is transforming how businesses manage digital signatures and document workflows. Intuitive Functionality The Vtiger Digital Signature extension streamlines the process of creating and distributing digital signature requests. […]
Vtiger Contacts: A Comprehensive Communication Widget Solution
A recent Boru presentation provided insightful details on how an educational sector client, leveraged Vtiger Contacts to streamline student management. This client, heavily involved in various stages of student interaction from registration to course completion, has centralized communications. This includes SMS messaging, integrating with systems like RingCentral for voice calls. Let’s delve into the various […]
Vtiger Migration – Direct Approach
With Vtiger Direct Migration, you can bypass the dreaded Vtiger migration scripts and migrate your Vtiger direct (database to database) to the most current Vtiger. Vtiger’s migration script
Revolutionizing Document Handling in Vtiger: Boru’s PDF Parsing Customization
Boru, known for its innovative solutions in CRM platform customization, has recently developed a groundbreaking Vtiger Documents PDF parsing customization for Vtiger. This advancement, particularly beneficial for our health insurance client, streamlines the process of managing various applications and documents. Transforming Document Processing with Vtiger Our client faced challenges with manual data entry and record […]
CRM Alerts: Revolutionizing Task Management with Boru’s Vtiger Customization
In today’s fast-paced business environment, staying on top of tasks is crucial. At Boru, we’ve developed an innovative solution for a client using Vtiger, a leading CRM platform. This crm alerts customization is designed to funnel users towards their daily duties, ensuring efficiency and productivity. A Unique Alert System in Vtiger Our client needed a […]
Streamlining Inventory Management in Vtiger CRM with Advanced Barcode Integration
Enhancing Product Stock Tracking with Vtiger CRM Looking for a barcode inventory system for small business? Effective inventory management is crucial for businesses to maintain operational efficiency and customer satisfaction. Boru, Inc. has recently implemented a sophisticated solution in Vtiger CRM to enhance the tracking of product stock through barcode integration and asset management. This […]