vTiger CRM is lacking the ability to send email or schedule an event/to-do for the opportunity. We’ve developed the extension which allows you to Send an email to associated Organization as well as schedule Event or To-do for the opportunity. It’s really helpful to be able to have an event scheduled for the opportunity rather than the Organization. You can also send emails to the Organization from the Opportunity. Do you find this helpful? If please please contact us and we’ll set you up and tailor it to your needs.

We’ve developed a feature which will allow the user to see the product status(“In Stock” or “Out of Stock”) when adding to the Quote/Invoice or Sales Order in vTiger CRM. The status field is flexible and can have additional values if needed. This feature tells the user that the product is in/out of stock rather than not displaying the product at all and making the to wonder if the product name was entered properly. Have something in mind? Need something similar? Please contact us and we’ll help you out.

The feature we developed will help you save time and hassle uploading Documents to vTiger CRM. This feature will allow you to attach multiple files to one document record in vTiger CRM. This is helpful if you are scanning a lot of documents and want to be able to attach them all to one record instead of creating a separate document record in vTiger CRM. Looking or something similar? Please contact us and we’ll help you get there.

We’ve developed the functionality allowing users to easily and quickly convert vTiger CRM Quote/Invoice/Sales Order to a Project. The Project will have associated Project Tasks(either new or cloned(from existing ones)) as well as associated Project Milestones. This is very helpful for business who have to create projects from the Quote/Invoice or Sales Orders. Having this feature will cut down your time to do so by 99%. It only takes a split second to convert Quote/Invoice or Sales Order to Project.   Extension is now available for VTiger 7. Find out more here: Convert Quote/Invoice/Order to Project – Extension for VTiger   Have something similar in mind? Please contact us and we’ll help you get there.

We’ve modified the vTiger CRM Invoice/Quote Item Details view to allow the user to easily see the modified products or services. As you can see in the video – each line is highlighted upon adjusting any of the product or service field. This feature is helpful for businesses who do a lot of transactions with many products or services and need to keep track of modified items on the Invoice/Quote. Have something in mind? Please contact us and we’ll work with you to develop the solution which meets your needs.