• Company
  • Blog
  • Case Studies
  • Partners
  • Contact

vtexpertswplogovtexpertswplogotransp2-white-small-2transp2-white-small-2

Menu
  • Home
  • Services –
    • Services

      Maintenance & Support

      Plans provide guidance, phone support, and training to get the most out of CRM.

      Customization

      Streamline & automate your sales, marketing and operations.

      Integrations

      CRM integration with leading third-party service providers, websites and apps.

      Migration

      Vtiger Upgrade

      Stay up to date with the latest features & security patches.

      Data Migration

      Transfer your important data from any other CRM, ERP or custom solution.

      Packages

      Monthly Support Plans

      Essential for growing businesses

      Kickstarter Packages

      Optimal solution for small businesses

      Projects & Incidents

      Recommended for updates & fixes
  • Solutions
    • Sales

      Contact Management

      Close more deals with single-page contact management.

      Opportunities

      Track stages and milestones of your deals to keep the sales process on track.

      360 View

      Contact data from every angle, including conversations, call notes.

      More ....

      Appointments, Reporting, Proposals & more..
      Note: The links in this menu are not clickable. Please contact us for more details.

      HelpDesk

      Ticketing

      Resolve every issue in the shortest possible time with powerful ticketing features.

      Service Level Agreements

      Set up trigger campaigns to send alerts when the ticket resolution time exceeds the due date.

      Automation

      Leverage automation to define priorities, statuses & assignments for tickets.

      More ....

      Canned responses, feedback, customer portal...
      Note: The links in this menu are not clickable. Please contact us for more details.

      Marketing

      Marketing Automation

      Marketing workflows with an easy drag-and-drop designer.

      Email Marketing

      Get complete email marketing features with newsletters, analytics, and more.

      Email Tracking

      Track your email performance with metrics that matter and notifications.

      More ....

      Landing pages, SMS, Analytics & more..
      Note: The links in this menu are not clickable. Please contact us for more details.
  • Extensions
    • Extension Pack

      Get Started

      Details, screenshots and videos

      Pricing

      Affordable and cost effective

      FAQ

      Pricing, licensing and compatibility

      Documentation

      Installation Instructions

      Step by step guide

      Helpdesk

      Documentation & user guides

      Extensions

      Extensions for Vtiger 8.x

      70+ Plugins with screenshots, videos & live demos

      Extensions for Vtiger 7.x

      70+ Plugins with screenshots, videos & live demos

      Extensions for Vtiger 6.x

      65+ Plugins with screenshots, videos & live demos.
  • Managed Hosting
  • Resources
    • Documentation

      User Guide

      Best practices and tips to keep your user engaged.

      Administrator Guide

      Designed to help manage and configure the CRM for all the Vtiger users.

      Video Tutorials

      Learn how to use Vtiger features with guided video tours

      Extensions

      Helpdesk

      Admin & User guides for all our Extensions.

      Recent Updates

      New Extension releases & enhacements to Vtiger.

      Development

      Contributions

      Enhanced features, fixes and extensions.

      Github

      Access to upcoming releases, patches & more.

      Official Resources

      Developer forums, code repository & more.
  • Extension List
  • Home
  • Managed Hosting
  • Extensions
    • Get Started
    • Installation Instructions
    • Pricing
    • FAQs
    • Extension List
  • Services
    • Support
    • Custom Development
    • Integrations
    • Vtiger Upgrade
    • Data Migration
  • Support Plans
    • Monthly Plans
    • Support Plans
    • Startup Packages
  • Resources
    • Helpdesk
    • Blog
    • Contact Us
    • Partners

ERP VS CRM and Vtiger

Categories
  • Business Strategy
  • vTiger Tweaks
Tags
  • Add-on
  • automation
  • Conditional Layout
  • crm
  • custom Expenses Item detail customizer
  • customization
  • document designer
  • Enhance Security
  • erp
  • integration
  • Management
  • module builder
  • multi-user assignment
  • payments
  • Purchase
  • quickbooks
  • reporting
  • sales
  • VTExperts
  • vTiger
  • vtiger CRM
  • vTiger features
ERP (Enterprise resource Planning) and CRM (Customer Relationship Management) both are automated systems that are used to streamline and automate business processes. The difference between both the systems is areas of business where they are implemented. CRM is used to streamline front end processes of a business, while ERP is used to increase the efficiency of back end processes. Usually ERP covers alot more aspects then a CRM and in some cases the CRM used by organizations are actually a subset of their ERP. Vtiger is a great CRM system, but extensions make it more than a CRM system. This article analyzes, ERP VS CRM and Vtiger. This article analyzes, ERP VS CRM and Vwhere does Vtiger stands.
ERP is used to manage overall business processes including supply chain, manufacturing, reporting, operations, human resource and accounting. It uses a centralize database to streamline the processes and workflows among the different departments of a company. Most of the ERP softwares show the data collected on user dashboards to measure the efficiency and productivity across the organization

CRM can be described as strategies and software used by a firm to acquire new clients and retaining the existing customers. Using CRM companies make sure that their customers are catered in best possible manner and hence result in increased profits.


The relationship between a CRM and and ERP depends on the scale of their usage. In some scenarios CRM is a subset of an ERP and in some cases, they overlap each other. Both ERP and CRM are automated softwares that are used to streamline the business processes. Then what is the difference between them?

ERP VS CRM and Vtiger

VTiger

VTiger markets itself as a CRM, but as it is an open source platform and can be complemented using a number of different extensions and customization. It is one of the most used CRM all over the globe and is used to engage customers, improve marketing campaigns, automate sales activities, identifying potential sales opportunities, managing social media campaigns etc. Free of cost factor makes VTiger a lucrative option, where as an adequate CRM costs around $150 – $3000 a month.

CRM to ERP (Where does VTiger stands)

As mentioned earlier, VTiger is an open source CRM that provides room for several integration and facilitates a number of different customization and integrations. These integrations allow users to yield maximum juice out of their CRM system. Complementing customizations and extensions help to broaden the scope of VTiger and place it above a regular CRM.

 

What makes VTiger a complete CRM and more than that??

VTiger CRM + VTexperts = More than a CRM?

Combining the power of VTiger CRM with the expertise of VTexperts helped firms like Medica, IQ360/IQtel, Boeing, Sprint, SAVI to achieve results that lies beyond the scope of a CRM.

 

Custom Expenses Description Usage
ERP VS CRM and Vtiger

 

Email Marketing Automation User can design and send emails through Email Marketing Automation. User can also design email templates and send automated email campaigns. it can be mentioned under the umbrella of a CRM and an ERP. in the ERP’s context it is used in  sales, marketing, project management etc.

 

Reports and Dashboards

VTiger Reports & Dashboards is an extension built to meet the reporting needs of a business. It runs complicated but easy to read reports. You can check this extension by visting Reports and Dashboards

Either your are handling human resource or supply chain, reports play a vital part in their working. Reports and Dashboards can be considered under project management, human resource, procurement, sales, administrative tool etc.

 

Conditional Layout

Using VTiger Conditional Layoutsuser can configure distinctive layouts for different types of records. This feature allows to make a field Show, Hide & Make it Mandatory

It falls under the umbrella of administration, internal process, data integrity, productivity etc.
ERP VS CRM and Vtiger

 

Module Builder

VTiger Custom Module builder is used to create custom modules in your VTiger CRM. It enhances the usability of CRM to vast scales

Module builder is a tool that can be used in any aspect of CRM & ERP. for example if a user want to incorporate supply chain in his/her VTiger CRM then they can use module builder to create a new modules and set the relations in such a way that the new module can be used for supply chain purposes.

 

Payments

VTiger Payments is an Extension that enables users to quickly and efficiently record multiple payments against the Invoice. It includes an intuitive calculator capable of determining the payments based on Balance or the Total Invoice Amount. It falls under the finance management, Accounts, Procurement, supply chain and project management. These are some of the cores operational areas of an ERP. Integrating it will help your VTiger to perform tasks out of its regular scope.
ERP VS CRM and Vtiger

 

Custom Expenses Custom billing expenses can be tracked and automated througn Custom Expenses. It supports all modules, meaning that you can convert anything into an expense. Identifying and classifying expenses plays a vital role in cost cutting for any business. This complements the concept of maximizing profits by cutting expenses, which is a major reason for implementing an ERP. Here again Custom Expenses extension is transforming VTiger into more than a CRM

 

Multi User Assignment The only way to assign a record to multiple users is to create a group manually. However, with this tool, the groups can be developed automatically as you create a record. The extension includes a special field which has a list of all the users. As you select the users, it starts gathering a group and assigns it to the record. it helps in assigning and managing resources efficiently, using this extension you not only save time but also manage human resources in a better manner. Overall it helps in streamlining the internal processes and avoid over implementation of resources on a task.

 

Item Detail Customizer (Advanced) Using Item Detail Customizer (Advanced) user can customize the details of Quotes, Invoices, Sales & Purchase Orders. On top of that new formulas can also be specified for each column and Totals Item Detailed Customizer enhance the functionality of quotes, invoices, sales, purchases etc.
ERP VS CRM and Vtiger

 

Enhanced User Security Extension designed to enforce proper security standards in VTiger. Our tool allows system administrators to force users to change their passwords every xx days, and implements secure password rules (one lower/upper case, number, special character). Enhanced security is a basic need for any business, even among the different departments of a same organization the security protocols of data sharing is set. This tool helps in keeping the passwords and user credentials of employees updates. Moreover,  2 Factor Authentication helps in making virtual logins more secure.

 

Document Designer 

VTiger Proposal & Document Designer comes with an arsenal of useful features and tools to design and automate state of the art documents. 

Documents are used in every aspect of a business and that is why document designer can prove itself to be a great contribution towards converting your CRM to ERP. It can be used in sales, purchase, invoicing, , email marketing, accounts, quotes, project management etc.

 

QuickBooks Integration VTiger & Quickbooks Online Integration is an extension connecting VTiger to QuickBooks and enabling bidirectional synchronization of Customers (Organizations/Contacts), Invoices, Payments, Quotes (Estimates), Sales Orders, Purchase Orders, Vendors as well as Items (Services & Products). It helps in generating invoices, collecting payments, sending quotes etc. which is a part of core business operations and can be used in multiple departments of an organization e.g.  Accounts, Forecasting, Finance and sales.

 

Analysis of ERP VS CRM and Vtiger shows that Vtiger has alot of potentials and can do wonders if used properly.

Next Article: VTiger 7 Standard Relationships Between Different Modules

Related posts

VTiger Advanced Customer Portal vs Default Customer Portal: What’s the Difference?

VTExperts: Vtiger Employee Contract Management Customization

Multi-Currency Vtiger Quotes with VTExperts IDCA (Customziation)

Multi-Currency Vtiger Quotes with VTExperts IDCA (Customziation)

Vtiger Checklists by VTExperts Introduces Role-Based Sharing

Vtiger Checklists by VTExperts Introduces Role-Based Sharing

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

EXTENSION PACK

  • Extension List
  • Pricing
  • Extension Pack Details
  • Setup Instructions
  • Documentation

SERVICES

  • Support & Consulting
  • Hosting (Dedicated & Managed)
  • Customization & Development
  • Upgrade & Migration
  • Maintenance & Ongoing Support

LINKS

  • Gmail Plugin for VTiger
  • Outlook Plugin for VTiger
  • Blog (News & Tips)
  • Extension List
  • Contact Us Form

VTExperts

  • 341 W Scott Street
    Chicago, IL 60610
    United States
[email protected]
+1 (818) 495-5557
© 2009-2026 VTExperts.com All Rights Reserved
0
Cleantalk Pixel