Open Source CRM

from the first Certified Solution Provider for Europe

Video Overview

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Out-of-the-Box Processes

Open Source CRM includes proven processes that serve as best practices for lead management, opportunity management, supply management, as well as order and invoice management. Follow the predefined Open Source CRM processes makes it easy for companies to start immediately with the system adjustment and include overarching best practices.

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A complete overview of the customer

Open Source CRM provides end-to-end sales processes to manage the complete customer journey – from lead to order and continued leading to the service. Best-in-class technology allows the Open Source CRM system to connect the dots between marketing, sales and customer service, so the company to manage every phase of customer interactions effectively. Ask for a brief introduction of vOpen Source CRM with a vtiger expert click here.

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Screen Potentiale

Open Source CRM was trusted by more than


Open Source CRM – Business Area’s



The sales is the heart of any company, through the use of Open Source CRM the sales cycle can be accelerated organized. It supports the sales process and offers a variety of functions.



Leverage existing information about your customers to perform target groups dependent campaigns. The marketing modules provide extended Open Source CRM functions for campaign management.



With the support module of Open Source CRM you respond promptly to customer inquiries, because all information about the customer are transparent and clearly available. You have direct access to the entire history.



With the module Analytics you have a tool that helps you control your business. The integration of all divisions allows more transparent structures.


Project Management Module for Open Source CRM. The use of all ongoing projects can be monitored. Who does what and when on which project? These questions can now be answered with just a few clicks.



With the Administration-Area the entire Customer Relationship Management system can be managed and adjusted. Users, groups, departments are managed with their specific rights and access.

Explanation of Terms

about Open Source and CRM

What is Open Source CRM?

Open Source CRM is a free open source software for customer relationship management (CRM). The software is based on the PHP scripting language and the MySQL database. Versions have also been installed with PostgreSQL and Oracle databases. As operating systems Linux, Windows and Unix systems are supported.

Open Source CRM was launched as a Fork of SugarCRM with the aim of creating an open source CRM software that covers the functionality of SugarCRM and Version 1.0 was released in December 2004. As a developer, the company of the same name, based in India and the US occurs vtiger.

Open Source CRM includes next campaigns for marketing purposes as well as modules leads and potentials to support the sales process. The supply and accounting as well as a simple inventory management is also integrated. There are also functions to define services and service contracts. Actions to do from simply being able to generate purchase orders and invoices are to be found in vtiger CRM as well. As an add-on, there is a customer portal for accessing the customer on ticket and FAQ capabilities.
Besides your own views with different filter rules can be created. The software supports multiple languages, including German. Using plug-ins for vtiger CRM are available in Microsoft Outlook, Microsoft Office and Mozilla Thunderbird and can be integrated as a toolbar in Mozilla Firefox.

What is CRM?

Customer relationship management, abbreviated CRM (customer relationship management in German) or customer relationship management, referred to the consistent pursuit of a company to its customers and the systematic design of customer relationship processes. The related documentation and managing customer relationships is an important element and allows a deeper relationship marketing. In many industries (eg. As telecommunications, specialized retailers, service companies) are long-term oriented relationships between companies and customers. Using CRM these customer relationships are maintained, which should have a significant impact on the company’s success.

Customer speeches and customer relationships are becoming ever more important, since the acquisition of new customers up to five times may be more expensive than the customer loyalty. Therefore, all data of customers, all settled with them transactions are stored in databases in many companies. These data can be integrated and processed to be in the company at any point in the matching assortment available. The data and transactions are always seen in the context of processes of a company.
CRM supports communication in the customer process with reliable numbers, data, facts, in order to focus attention on relationships with a high customer value (see: Key Account Management) to identify and weaknesses in dialogue with the customer. So are CRM software z. B. a structure before, to ensure a standardized operation. Nevertheless, not the process of the software, but the software is based should be based on the processes.
Unlike CRM, the Stakeholder Relationship Management (SRM) deals with all business partners of the company.
CRM is a holistic approach to corporate governance. It integrates and optimizes across departments all customer-related processes in marketing, sales, customer service and research and development. This is based on a database with corresponding software for market development and the basis of a pre-defined sales process. The objective of CRM is the creation of added value to customers and suppliers in the context of business.

What are the typical CRM processes?

Starting from the assumption that CRM is a means of communication in the customer process, three areas can be highlighted, particularly relevant for the CRM is: Marketing, Sales and Service. These three business processes place also determines the company’s internal and external organizational units (z. B. employees, customers, business partners, divisions), which are affected by the CRM. The division also serves the structuring of functional issues, eg. As when it comes to which functions are available in particular in the operational and analytical CRM. Examples: The marketing department selects the customer data for targeted sales approach in the context of campaigns. use the sales and service both in acquiring new customers as well as with the existing customers is a central database in order to allow all stakeholders in the company a unified view of the customer and its history. acquisition or acquisition The role of CRM in customer acquisition now is in the database to address stored prospective means of direct marketing or the personal selling and so on as customers. Through continued dialogue (direct contacts, referrals, sweepstakes, surveys, etc.) is initially formed thereby an ever clearer picture of the potential customers and their needs. From this it is on the general potential of the customer, his exact product requirements and (very important in many markets) are closed to the next scheduled product purchase date. The individual bid is then ideally tailored in every respect. Customers Tie An entity periodically contact with its customers on (outbound). Employees inquire in after-sales management, whether the company can do in some form something for its customers. Here, the company may offer a new value and gives the customer the feeling that you care about them. At the same time a number of services in the form of advice and service hotlines are part of the complaint and service management provided (inbound). Marketing For marketing, the data of CRM be used to inform both new customers and existing customers with product information or image campaigns. This is done via customer magazines, electronic newsletters, letters, personal selling, closed deals on the internet, special conditions or offensive Press and public relations, so that the customer sees that the company has an important place. At the same time as trying to get more information on the CRM database on the client as well as direct customer surveys are used.

What are typical requirements for a CRM system?

• detailed address information
• Complete customer history
• specific marketing campaigns
• Customer selection (for example by postcode, sector or activity)
• custom reporting
• Simple customer statistics
• fast order Info
• document management system
• Time management
• Multichannel Management
• Integrated email client
• task management with reminders
• Data import and export, support of data migration
• intuitive User-Interface